Fidelis, Inc. has earned a reputation as a dependable and trustworthy partner, with clients viewing them as an integral part of their team. Their reliability and dedication to client success are often cited as key reasons for ongoing collaborations. The company is highly praised for its exceptional customer service, with clients highlighting their professionalism, prompt responses, and sincere commitment to helping them succeed. Fidelis is also noted for its proactive approach to identifying and resolving potential issues. They consistently showcase outstanding project management skills, receiving accolades for their organized, responsive, and cooperative methods that facilitate smooth transitions and timely completion of complex projects, including SharePoint migrations and IT setups. Communication and collaboration between Fidelis, Inc. and their clients are described as seamless and effective, with clients feeling confident in their processes and appreciating the transparency and regular updates provided throughout projects. Overall, clients report a highly positive experience working with Fidelis, Inc., emphasizing their professionalism and problem-solving abilities, and no major areas for improvement have been identified, suggesting a high level of client satisfaction. **BACKGROUND** - **Company and Position Description**: I am the COO of Evergreen Recovery Centers. - **Company Overview**: Evergreen Recovery Centers offers behavioral health services in Western Washington. **OPPORTUNITY / CHALLENGE** - **Objective for Hiring Fidelis, Inc.**: To facilitate the migration to SharePoint. **SOLUTION** - **How Fidelis, Inc. was Discovered**: They serve as our IT provider. - **Reasons for Choosing Fidelis, Inc.**: High ratings, good cultural fit, fair pricing, and aligned values. - **Team Members Assigned**: 2-5 employees. **Scope of Work**: Fidelis assisted our transition to SharePoint. **RESULTS & FEEDBACK** - **Measurable Outcomes**: Evergreen Recovery Centers experienced cost savings and improved workflows. - **Project Management**: Fidelis proved to be an exceptional technology partner, consistently surpassing expectations through professionalism and technical skills, addressing issues before they arose. They efficiently guided us through the SharePoint integration with a well-organized and collaborative approach, making the transition feel effortless while ensuring secure data handling and proper staff training. Their grasp of the behavioral health sector’s needs for security and compliance, alongside their commitment to a mission-driven workforce, sets them apart. Their customer service is exemplary, characterized by quick responses, clear communication, and a genuine commitment to our success. Fidelis is not merely our IT provider; they have become a trusted extension of our team, and we appreciate the steady support they offer. - **Communication Method**: Virtual meetings, email, and messaging apps. - **Unique Aspects of the Company**: Their consistent support and reliability. - **Areas for Improvement**: None; Fidelis is an outstanding company and partner. **BACKGROUND** - **Company and Position Description**: I am the owner and Financial Planner of Laurus Financial Services, LLC. - **Company Overview**: Laurus Financial Services, LLC provides financial planning services. **OPPORTUNITY / CHALLENGE** - **Projects/Services Hire for**: We engaged Fidelis to transfer our server and establish a new phone system in our new office. - **Goals**: To ensure a smooth transition with zero downtime and prevent clients from encountering busy signals. **SOLUTION** - **Vendor Selection**: Referred by our building landlord, Rosen Harbottle Inc. - **Project Description**: After discussing our needs with a salesperson, Fidelis collaborated with the building contractor to run cabling and set up our server room. They were present on moving day, ensuring all phones and computers were operational immediately after setup. - **Team Composition**: Initially, we worked with a salesperson who connected us with a project manager, who then assembled her team for the move. **RESULTS & FEEDBACK** - **Project Success**: Everything is functioning as planned, and we have resources for ongoing questions. - **Team Workflow**: Exceptional communication ensured the process went smoothly, leading to 100% confidence in their approach. - **Impressive Aspects**: Their communication and ongoing availability throughout the move. - **Areas for Improvement**: None; they exceeded expectations. **BACKGROUND** - **Company and Position Description**: I am the IT and Facilities Manager for a consumer products company. - **Project/Service Hire**: Engaged Fidelis for consolidating IT infrastructure from three buildings into a new location. - **Goals**: To move all equipment for 120 employees and set up IT systems in the new building. **SOLUTION** - **Vendor Selection**: We chose Fidelis based on their past success with us. - **Project Summary**: Fidelis was responsible for designing and installing all cabling in our new 230,000-square-foot building, coordinating the move of all equipment, and ensuring setup worked correctly. - **Team Composition**: Teams for design, installation, and moving were provided by Fidelis. **RESULTS & FEEDBACK** - **Project Outcomes**: Despite the project's complexity, everything was tracked effectively, and we moved in and set up within 72 hours without issues. - **Workflow Effectiveness**: Communication and workflow were seamless, demonstrating their professionalism. - **Impressive Attributes**: The friendliness and expertise of Fidelis team members contributed to our successful move. - **Areas for Improvement**: None; collaboration was excellent. **BACKGROUND** - **Company and Position Description**: I am the VP & Director of Lending at a nonprofit organization. - **Company Overview**: We are a nonprofit consortium of lenders financing affordable housing and economic development. **OPPORTUNITY / CHALLENGE** - **Goals for Hiring Fidelis**: To modernize our IT systems through managed services. **SOLUTION** - **Discovery of Fidelis**: Through a referral. - **Reasons for Selection**: Proximity, budget alignment, cultural fit, and strong values. - **Team Members Assigned**: 6-10 employees. **Scope of Work**: Fidelis modernized data server platforms, implemented cybersecurity measures, and provided ongoing managed services. **RESULTS & FEEDBACK** - **Measurable Outcomes**: Fidelis has been a valuable partner in modernizing our organization, with several responsive and knowledgeable team members assisting us. - **Project Management**: Always quick to respond and allowing for escalation when needed. - **Communication Method**: In-person meetings and virtual communication. - **Impressive Company Traits**: Their responsiveness and industry-specific knowledge. - **Areas for Improvement**: Nothing significant observed. **BACKGROUND** - **Company and Position Description**: I am the Office Manager of Petrin Dermatology. - **Company Overview**: A dermatology practice. **OPPORTUNITY / CHALLENGE** - **Objective for Hiring Fidelis, Inc.**: To set up a new printer. **SOLUTION** - **Discovery**: We have been partnered with them for over 15 years. - **Reasons for Selection**: Aligned values. - **Team Members Assigned**: 1 employee. **Scope of Work**: Set up the printer and ensure functionality from all workstations. **RESULTS & FEEDBACK** - **Measurable Outcomes**: Successful printer setup. - **Project Management**: Fidelis performed excellently. - **Communication Method**: In-person meetings. - **Unique Company Traits**: Their staff's professionalism and problem-solving ability. - **Areas for Improvement**: None noted.