Case Studies

securing stronger financial futures

Core Technology Partners, improving business resilience for a financial services business


Osborne Yuille Financial Planning has been providing financial solutions for over 37 years. They specialise in taxation advice, financial planning, accountancy support, business development and coaching.

For Osborne Yuille to provide innovative, intelligent and responsive financial solutions for their clients, a reliable IT system is critical. Having outgrown their managed services provider (MSP), they were looking for a new company that offered a proactive consultative approach to reduce the Chief Information Officer’s workload.  They needed an IT partner offering cyber security services, comprehensive reporting, unlimited consumption of service model and overall improved business resilience. They also required a smooth transition with no downtime.

The challenge they had for Core Technology Partners was to transition support and consultation services smoothly from their existing MSP, with little to no documentation and with no business disruption.

“Engaging Core Technology Partners reduced my overall workload so I can concentrate on some key projects. Their proactive and process driven procedures give me the peace of mind that we have experts looking after our technology.” Says Damian Smith, Chief Information Officer.

How We Went About It

Core Technology Partners took up the challenge and offered Osborne Yuille a clearly defined solution which included:

  • User ICT support
  • Transition methodology and approach
  • QBR process and improvement schedule

Core Technology Partners completed a full risk analysis of their systems and overall business resilience and risk analysis.  On top of these, Core Technology Partners also included additional security services as part of the base service.

The process started with an onboarding kick off meeting with all stakeholders. Then, we conducted a six week site and system assessment to evaluate and address any failures, shortcomings, or areas needing improvement.  The risk analysis and review were presented before the “go-live date” and the staff at Osborne Yuille were given a “get to know Core Technology Partners” session outlining why management had engaged us, including what we were expected to achieve and improve.


The Solution

Core Technology Partners assigned a dedicated project team to assist Osborne Yuille every step of the way to transition between MSP providers with no business disruption. Core Technology Partners documented all processes and set up a complete onboarding process to acclimatise everyone as quickly as possible for immediate productivity.

Core Technology Partners reviewed and recommended changes for Osborne Yuille to immediately recover from an outage. These included:

  • Offsite and secure backup solutions
  • More resilient and redundant infrastructure with no single point of failure
  • Better endpoint protection
  • Dedicated security services
  • Complete documentation on the environment and systems

Ultimately Core Technology Partners provided Osborne Yuille with a secure ICT system by running a full security assessment to address vulnerabilities in their IT infrastructure to reduce and risks that could lead to business losses while providing an accessible and skilled support team for Osborne Yuille.

Osborne Yuille were extremely satisfied with their collaboration with Core Technology Partners.  The result was a smooth transition to a more efficient system, improved business resilience and uptime, increased staff confidence in the IT team, reduced cyber security risks and a more scalable IT system.


We often have to work under a lot of pressure and it’s great to know that Core Technology Partners can work in with our culture and work together with us to achieve results. Core Technology Partners have provided the solutions we needed to ensure we could move forward and plan for our future needs.

Core Technology Partners understands we have a budget to work to and I trust they have our best interests in mind. They moved us to an unlimited fixed fee platform. The solutions they provide are always cost effective and I know we are getting the best outcome for the best price.

Since working with Core Technology Partners, we have streamlined our processes by identifying all potential issues. They have set up set processes and follow up actions resulting in all issues dealt with effectively.

Our staff now has access to ongoing IT support and I know that someone is always available to assist them.

Working with Core Technology Partners, you get a personal as well as professional service.  They know our names when we ring up, we are not just a number and I know they’ll look after us. Core Technology Partners have gone out of their way to make sure they get why we do what we do to adapt their solutions to fit.

Damian Smith, Chief Information Officer