Security Operations Review
SOLUTION: FLEXIBLE CONSULTANCY SERVICES
Sector: UTILITIES
Transforming Security Operations: Delivering Visibility and Resilience for a Professional Services Firm
The Client
The client is a leading UK-based professional services firm, providing a broad range of offerings across wealth management, financial planning, investment, tax advisory, and accountancy. They support both individuals and businesses, with a mission to help clients manage, grow, and protect their assets through tailored advice and comprehensive solutions.
The Challenge
The client approached Platform Smart at a critical transition point. Having recently shifted from a traditional data centre to a cloud environment, they wanted to strengthen their cyber security and gain clarity on how best to enhance their Security Operations Centre (SOC). Their SOC was delivered through a managed service provider, an arrangement that placed incident escalation with internal teams and demanded a precise understanding of visibility across the estate. The firm’s request was deliberately broad: they sought expert insight into their current security posture and practical guidance on how to take it forward. The immediate challenge was to establish a comprehensive view of estate-wide activity, highlight where monitoring could be improved, and create a roadmap that would underpin stronger detection and response. This presented Platform Smart with the opportunity to combine rapid assessment with longer-term strategic direction.
Platform Smart’s Solution Overview
Platform Smart took an adaptive approach to transform the client’s Security Operations Centre. The engagement began with a detailed assessment to map estate-wide visibility and identify where connectivity and monitoring could be strengthened. Recognising the unique managed service model, Platform Smart acted as a bridge between teams, implementing targeted enhancements to bring critical systems online and provide clear insights across the environment. Beyond immediate improvements, a strategic roadmap was developed, combining practical remediation with long-term capability building. This approach delivered full estate-wide visibility, strengthened the ability to detect and respond to threats, and established a foundation for a more resilient, future-ready SOC.
The Outcome
The project delivered significant improvements in the client’s Security Operations Centre. Platform Smart enhanced estate-wide visibility, increasing monitored systems from 23% to 95%, enabling faster and more effective detection and response. Tactical improvements, including updated process documentation and playbooks, strengthened operational consistency. Strategic recommendations on tooling and vendor options were provided to support future resilience. Progress was communicated regularly through structured sessions with senior stakeholders, demonstrating measurable improvements in SOC capability and establishing a clear roadmap for continued development. The engagement left the client with both immediate enhancements and a foundation for long-term, sustainable cyber security management.
“During this engagement, the brief evolved rapidly. Platform Smart mobilised quickly, responding to immediate needs while aligning with the client in parallel. By partnering closely and adapting to the situation, the team protected the client’s interests and delivered the right outcomes efficiently, demonstrating flexibility, trust, and responsiveness.”
Platform Smart Managing consultant
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