Astute Financial Management

The Challenge

A Surety IT customer for a number of years, Astute Financial had experienced considerable business growth. As a result, they were outgrowing their existing server infrastructure and, as a Windows SBS 2003 product, the server was rapidly approaching its end of life. Astute’s increased workload also presented a range of system performance issues. Plus they were moving their email to a hosted Exchange environment and no longer required an in-house solution.

Astute Financial told us they wanted a cost effective, high performing system that provided the additional capacity they needed at the time, and afforded them the potential to grow in the future. They also made it clear they wanted minimal downtime during the upgrade and a fixed monthly support fee with no surprises. Surety IT had no problem meeting their brief.

The Solution

To address the challenges and issues, we implemented our solutions path – a proven process of insight and action that sees us: understand, plan, build, maintain, enhance (Repeatable).

By clearly understanding the issues and challenges that Astute Financial were facing, we were able to plan and build the right solution for them. The process also allowed us to explain our approach to the Astute Financial management team in a way that they understood and could visualise.

The solution we built was tailored specifically for Astute Financial. It was reliable, flexible and suited them perfectly. It also had enough capacity to allow for Astute Financial’s growth.

We replaced the existing out-of-warranty equipment with new in-warranty Tier 1 equipment that also provided faster performance and the capacity to grow.  This included new server hardware and a storage SAN.  We also replaced the existing Windows SBS server with new virtualised Windows servers which flexibilty and scalability within the environment.  To compliment this we implemented a backup strategy which allowed for the backup of the server images as well as critical data.

Business Benefits

  • Astute Financial has doubled in size during the last three years.  Despite the rapid growth, there have been no infrastructure issues and no system downtime during that period.
  • Productivity and profitability has improved.
  • Tablets and smart devices have subsequently and easily been introduced to the business.
  • IT spend is now focused on areas that will improve the business, including application development and training, rather than on just keeping the business running.
  • Astute Financial can now confidently and effectively budget for their IT expenditure.

The effective management and maintenance of cutting-edge technology is critical to the ongoing success of our business. We needed an easily accessible IT team who could improve efficiencies whilst reducing costs; a team who had the scope to grow with us over time.


Surety IT have delivered on their promises, providing us with an efficient alternative to managing such tasks in-house. They have successfully implemented a complete upgrade of our servers and aided in setting up services to implement sufficient backup recovery, including the establishment of a virtual server network.

During the process Surety IT demonstrated thorough industry knowledge and ensured a consultative approach at all times. The implementation was efficient and without the usual drama associated with such large-scale IT transitions.

Based on our experience, we would have no hesitation in recommending Surety IT for managed IT services.”

Brad Wood, Director - Astute Financial Management