Family Office • MSP Assessment & Vendor Transition

The Wrong Partner. The Right Resolution.

A family office and its affiliated organization were locked into a 36-month MSP agreement — for a system fewer than 10% of staff used. No needs assessment had ever been conducted. The MSP had deployed their standard stack rather than technology suited to the organization's actual workflows. Monthly invoices of nearly $10,000 arrived and were paid while core implementation items remained incomplete.

Cavalier assessed the environment, conducted a full needs analysis, negotiated early contract exit saving $94K+, ran a formal RFP process, and transitioned the organization to a right-fit MSP at under $4,000/month — with completed implementation and U.S.-based support.

$94K+
Saved via early contract exit
60%+
Monthly cost reduction
$150K+
Total first-year benefit
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$150K+
Total First-Year Benefit
National Organization • Enterprise Mobile & Shared Services

Building a Mobile Technology Program From Nothing — Across 40 States.

A national organization and its network of sister affiliates had each managed mobile devices independently for years — different carriers, different rates, no centralized inventory, no MDM, and no ability to track or recover assets. Device loss was occurring at a material rate, invisible because the infrastructure to measure it did not exist.

Cavalier built a centralized Shared Services department from zero, implemented AirWatch MDM with Apple zero-touch enrollment, consolidated all carriers under a single enterprise agreement, and stood up the organization's first-ever dedicated mobility help desk.

45%
Increase in device adoption
$840K
Annual cost reduction
Zero
Data loss incidents
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$840K
Annual Cost Reduction
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Every case study on this page is shared with explicit client permission in anonymized form. We maintain no public client list and never reference client relationships without written consent. Additional case studies and client references are available upon request during a confidential consultation.

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