Visory and Atria
Case Study – An engine for growth
Visory is an amalgamation of 4 MSP’s, with a strong vertical focus on Accounting, Wealth Management and Construction verticals.
One of the key offerings is Quickbooks hosting for accountants. This is a high volume, low touch offering, where:
This offering is delivered using a multitenant Active Directory and Citrix, managed with Atria.
Atria has helped us face a variety of challenges over the many years we have worked together. These include automating our transactional QuickBooks Desktop hosting. Through Atria’s API, we’ve been able to stand up new customers, in a multi-tenant active directory spanning two datacenters, in minutes, not hours.
This multi-tenant type of offering has inherent challenges:
Visory
uses Atria
Our internal team has found the platform to be intuitive. We create hundreds of users every month so a conservative estimate could be 200hrs saved monthly.
Atria is a management portal for AD, Citrix, Microsoft 365 and more.
For Visory, Atria provides the following benefits:
Reduce Risk:
Removes the requirements for level 1 techs to manage AD directly.
Save Time:
Provides one portal to manage all of their customers and services.
Increase Revenue:
Integrates with the ecommerce portal for instant provisioning and billing.
Improve Customer Satisfaction:
Lets customers self-serve user and service management.
Self-Service:
Direct Integration with Citrix lets Visorys customers provision their own desktops and applications.
Atrias’s comprehensive user permissions and customizable out-of-the-box roles empower us to confidently offer self-service to our customers. By granting just the right level of access, we ensure that self-service is both straightforward and secure, which our customers greatly appreciate.
With support from the Atria Consulting Team, Visory customized Atria to meet their specific needs, including:
Auto-provisioning virtual machines
Managing shared file servers for accountants
Implementing additional integrations to streamline operations
What's next with
Atria and Visory?
Visory plans to import their Customers’ Microsoft 365 tenants, licenses and users to:
About
Atria
We build tools for the Service Desk
At Atria we don’t workflow – ‘we Automate’. We believe that today’s IT service space is manual for no reason, and that wastes time and money while harboring frustration.
By focusing on automating common tasks across a common set of applications, while incorporating Identity and Active Directory we save service desk time and effort. Through comprehensive delegated administration, we save your customer’s time. By automating, we deliver consistency and repeatability, reducing your risk while saving money. We believe there is a better way.
About
Visory
Visory is a hands-on technology and cybersecurity partner for financial advisors, accounting and construction firms, and other businesses. We combine our deep knowledge of the best business-oriented technology and software with proven industry expertise, delivering thoughtful solutions and support that help our clients thrive.
In 2022, Visory was formed through the merger of three IT and cybersecurity brands – RightSize Solutions, True North Networks, and Swizznet, uniting their strengths in enterprise-grade technology and cybersecurity services. In 2023, Visory further strengthened its leadership position in these domains by merging with Adopt Technologies, a prominent technology company. Visory offers flexible enterprise-level technology and cybersecurity solutions to support client growth, leveraging extensive technical knowledge and industry expertise for successful digital transformation.
Today as Visory, our team of professionals draws on our extensive technical knowledge and our industry expertise to help clients evolve through digital transformation.
