From Cassette Tapes to Cloud Excellence: Transforming Financial Services IT

Location

• Melbourne, Victoria
• Length of relationship – 8 years

Key equipment/products/services provided:

Data centre hosting, cloud services for all their front-line business systems, backup and data recovery services, network management, internet, proactive IT support, and IT strategy consulting.

This Melbourne-based business was struggling with outdated infrastructure and unreliable IT support. Otto IT stepped in to modernise their systems, moving core business functions to the cloud, refreshing hardware, and implementing proactive support and strategy consulting. Over the course of eight years, the partnership has transformed their IT environment into a stable, high-performing system that supports both staff and customer experience.

The Problem

When we first met this client, their IT setup was falling behind. Most of their infrastructure was running on old, onsite equipment, and much of it was no longer covered under warranty. Their backup system relied on cassette tapes, which simply didn’t meet the needs of a modern business. On top of that, their IT support was inconsistent and reactive, leaving them vulnerable to outages and inefficiencies.

The Consequences

The outdated infrastructure and lack of reliable support created a ripple effect across the organisation. Staff were dealing with slow systems and frequent disruptions, which made it harder to stay productive. Clients were affected too, as outages and delays began to interfere with service delivery. The overall experience for both employees and customers was frustrating, and the business had no clear path forward.

The Solution

Otto IT’s first major project was to bring the business into a more modern, cloud-based environment. We migrated key systems to the cloud, improving performance and reliability across the board. At the same time, we rolled out new end-user hardware, including updated PCs and dual monitors, to give staff the tools they needed to work efficiently. The combination of cloud services and refreshed hardware created a smoother and faster experience for everyone involved.

The Challenges

One of the more subtle challenges was change management. While many staff were quick to adapt, some of the more senior team members were hesitant to embrace the new technology. We worked closely with them to provide support and training, helping ease the transition and build confidence in the new systems.

Project Outcome – The Benefits

Today, the business operates with a stable and high-performing IT environment. Systems are reliable, support is proactive, and staff have the tools they need to do their jobs well. The move to cloud services has reduced downtime and improved overall efficiency, while the refreshed hardware has made day-to-day work more comfortable and productive. The setup not only meets current needs but is ready to scale with the business as it grows.

Finance & Accounting

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