Client Overview
CCLA is one of the UK’s largest ethical investment firms, providing responsibly managed investments for charities, religious organisations, the public sector, and beyond. Headquartered in London, they employ over 220 users with a hybrid workforce who rely heavily on secure, reliable, and collaborative technology to serve clients and meet stringent regulatory requirements.
Business Challenge
The relationship between CCLA and ElysianIT began when the firm experienced a series of security-related concerns that risked both operational stability and regulatory compliance. Their IT environment was a mixture of on-premises systems and early Microsoft 365 adoption, but without consistent governance, the risks were significant:
- Unresolved security vulnerabilities and audit gaps
- Reliance on on-premises file shares, restricting collaboration and remote working
- Legacy intranet and communication tools that were not engaging or fit for modern working
- Manual user access provisioning processes, leading to inefficiencies and compliance risks
- A need for a trusted partner to guide technology adoption, ensure best practice, and provide ongoing support
Solutions
ElysianIT rapidly addressed CCLA’s immediate security concerns through a security audit and remediation programme. From there, a long-term roadmap was developed, underpinned by a managed services partnership, to evolve their IT estate into a secure, scalable, and modern platform. Key initiatives included:
Security & Compliance
- Comprehensive Microsoft 365 security audit with ongoing remediation.
- Deployment of Microsoft Purview for sensitive data classification, governance, and DLP.
- Implementation of Microsoft Defender for Endpoint and Cloud to protect devices and data.
- Automated Joiner, Mover, Leaver workflow with Role-Based Access Control integrated with HR.
Modern Collaboration & Productivity
- Migration of 3TB+ of file-share content into Microsoft 365 (Teams, SharePoint, OneDrive, Planner).
- Design and rollout of a new SharePoint Online intranet (“The Garden”) for improved engagement.
- Implementation of Microsoft Teams for video conferencing, instant messaging, and IP telephony.
- End-user adoption and training, including tailored Teams and Copilot enablement.
Business Transformation & Managed Services
- Delivery of a planned roadmap of projects to continually modernise the IT estate.
- Provision of Cloud Solution Provider (CSP) licensing management.
- Ongoing managed service for Microsoft estate support, optimisation, and strategic guidance.
Results
CCLA now benefits from a secure, stable, and future-ready technology platform that supports both daily operations and long-term business growth:
- Enhanced cyber resilience with demonstrable audit compliance.
- Increased employee productivity and collaboration through modern desktop and cloud tools.
- A more engaging and transparent intranet for communication and governance.
- Fully automated user lifecycle management, reducing administrative overhead and compliance risk.
- Trusted strategic partnership enabling CCLA to focus on business innovation, supported by a scalable, secure IT foundation.
Client Quote
“Our experience of EIT has been wholly positive. We are very happy with the service, particularly the way you engaged with the business and understood our needs, which was really reassuring. We outsource almost everything and, out of all our partners, EIT are one of our favourites to work with.”
– Andy O’Neill, Chief Technology Officer, CCLA
