We let the results speak.
Every engagement starts the same way. Something’s not working, nobody owns technology, and the business is growing faster than the infrastructure. Here’s what happens when that changes.
Every engagement is a support-to-leadership story.
Report creation: 1 hour to 1 minute.
STRIDE Financial’s CEO had built a proven methodology for producing client reports over years of practice. The process worked. But every report still required him to produce, review, and verify before it could go out. Even bringing on senior analysts meant months of hands-on training before they could run reports independently. Growth meant either investing that training time or accepting that capacity had a hard ceiling.
What Cylentra did: Built a structured knowledge base around STRIDE’s proprietary methodology. Adopted their custom report templates into a repeatable, consistent deliverable that any advisor on the team could produce and deliver. Trained the team. Delivered in 4 weeks, fixed fee.
Beyond time savings: Every report now follows the CEO’s exact methodology — no interpretation, no drift, no errors. New advisors produce client-ready deliverables from day one. The methodology isn’t just documented. It’s permanent.
That was Phase 1. We’re just getting started.
From constant firefighting to stable, proactive IT.
900 North Michigan’s property management team was stuck dealing with technology problems they weren’t equipped to solve. Legacy systems, failing infrastructure, an offshore helpdesk that escalated everything through three tiers for basic issues. Zero documentation. Marketing alone had 50+ platforms with confidential data that leadership didn’t know about.
What Cylentra did: Stepped in as fractional technology leadership. Migrated the organization to Intune and modern Azure AD management. Centralized management. Created structure, inventory, and app approval processes. Dug into areas nobody knew about — old custom-built platforms, unmanaged cloud environments. Rescued a failing property management application. Took technology decision-making off the plates of property managers entirely.
Beyond cost savings: Leadership knows exactly what’s in their environment for the first time. No shadow IT, no surprise platforms, no security gaps nobody knew about. Property managers focus on properties. Technology decisions happen at the right level.
Still evolving. Still leading.
Not sure where to start? That's the most common starting point.
Most people who call don’t know exactly what they need. That’s fine. A 30-minute conversation is enough to know whether we can help. And we’ll tell you if we can’t.