Why You Need Third-Party Backup for Microsoft 365, Google Workspace, and LOB Software

Success Stories

Case Study: Securing Cloud Data for Creative Fin Corp with Comprehensive Backup Solutions

Client Overview

Company: Creative Fin
Industry: Financial Services
Location: Los Angeles, CA
Employees: 150+
Cloud Platforms Used: Microsoft 365, Google Workspace, and Custom Line of Business (LOB) Software

Creative Fin Corp is an independent mid-sized financial services company based in Los Angeles, offering a wide range of services to clients across various sectors. With a growing number of employees working remotely and relying heavily on cloud platforms such as Microsoft 365, Google Workspace, and their custom Line of Business (LOB) software, the company was increasingly concerned about the security and reliability of its cloud data. Data compliance and protection were of utmost importance given the sensitive financial information they manage.

The Challenge

Creative Fin Corp faced several challenges regarding data protection:

1. Limited Data Retention: Microsoft 365 and Google Workspace’s built-in data retention policies were insufficient for their compliance requirements, which mandated long-term data storage and recovery capabilities.
2. Inadequate Data Security: Despite the convenience of cloud platforms, Creative Fin Corp was worried about the risks of data loss due to accidental deletion, system errors, and potential cyberattacks, including ransomware.
3. Custom LOB Software Risks: Their custom Line of Business software stored sensitive financial data, but they lacked a secure, automated backup solution that could ensure compliance and data recovery in the event of an outage or breach.
4. Compliance Requirements: As a financial services provider, Creative Fin Corp had to meet strict regulatory standards for data protection, retention, and auditing, especially for client financial information.

The Solution

Creative Fin Corp engaged Bizconnectors to develop and implement a comprehensive cloud backup strategy that would protect their cloud data, ensure compliance, and provide peace of mind. The solution included:

1. Third-Party Backup for Microsoft 365 and Google Workspace: Bizconnectors recommended and implemented a third-party Backup and Disaster Recovery (BDR) solution that automated backups for Microsoft 365 emails, documents, and user data, as well as Google Workspace files. This system offered extended retention periods, encryption, and fast recovery times.
2. Customized LOB Software Backup: For Creative Fin Corp’s custom LOB software, Bizconnectors designed an automated cloud backup solution that allowed for daily backups and immediate recovery of the software’s critical data. This backup included a secure, offsite location to ensure business continuity in case of local system failure.
3. Data Compliance Assurance: Bizconnectors ensured that the implemented solutions were fully compliant with the latest financial industry regulations. The system provided full auditing capabilities, retention policies tailored to compliance requirements, and encrypted data storage.
4. Ongoing Monitoring and Support: Bizconnectors provided ongoing monitoring services to ensure the backups were functioning optimally, and included regular disaster recovery testing to confirm that the company could recover data quickly in any situation.

The Results

After implementing the comprehensive cloud backup solutions, Creative Fin Corp experienced significant improvements in data security and business operations:

1. 100% Data Protection: The third-party BDR solution ensured that all critical data—whether stored in Microsoft 365, Google Workspace, or the LOB software—was backed up regularly and securely. The company no longer feared accidental deletions or data loss due to cyberattacks.
2. Regulatory Compliance Achieved: Bizconnectors’ solution helped Creative Fin Corp meet all necessary financial services regulations regarding data protection, retention, and security. The automated backups and extended retention policies satisfied auditing requirements, allowing the company to operate confidently within industry standards.
3. Improved Business Continuity: With secure, off-site backups, Creative Fin Corp was prepared for any unexpected data loss incidents. The disaster recovery testing demonstrated that their backup solution could restore critical data within minutes, minimizing downtime and potential financial loss.
4. Increased Operational Efficiency: The automated backup system reduced the workload on Creative Fin Corp’s IT department, allowing them to focus on other critical tasks. With proactive monitoring and support from Bizconnectors, they no longer need to worry about the technical aspects of data backup and recovery.

Client Testimonial

“Bizconnectors transformed our approach to data security and compliance. Their comprehensive backup solutions for Microsoft 365, Google Workspace, and our Line of Business software have given us the peace of mind we needed. We no longer worry about data loss or compliance issues—everything is secure, automated, and compliant with industry standards.”

Mark V. CTO, Creative Fin Corp