CASE STUDY
SOC 2 Compliance and proactive solutions implemented for a mailing service provider
Miles IT provides IT support and cyber security & compliance services to help Barton & Cooney improve their security posture and achieve SOC 2 compliance.


MEET THE CLIENT
Printing & mailing service provider
Barton & Cooney is a small-to-medium-sized business with over 50 years of experience in the printing, mailing, and lettershop industry. They follow a variety of specific processes for their customers and provide services for local, regional, and national campaigns.
PRIMARY CHALLENGE
Staying up-to-date with evolving security & compliance requirements
Barton & Cooney reached out seeking help with cyber security and soon discovered a growing need for technical support in other areas.
Managed Services
Previously, the client utilized an internal IT contractor who worked one day per month. The goal was to work with a larger team who had a wealth of experience and reliable service.
Structured Approach
The client sought standardization, documentation, and fortification of their IT procedures, including cyber security & compliance standards, so that they could safeguard their business and prepare for audits.
User Support
Because of the client’s unique industry, sensitive data is processed in multiple different ways. Responsive, 24/7 support for end users was a must-have to keep their business running smoothly.
OUR PROCESS
Expanding from end-user support to proactive services
Initially, we provided IT support for Barton & Cooney’s users, gradually broadening our scope of services to meet additional needs.
Responsive Support

The client signed up for a Miles Assurance Plan to support users every day and help them complete tasks productively and securely.
Compliance Assistance

When the client needed help with their SOC 2 compliance audit, we completed pen testing, vulnerability assessments, and more.
Proactive Services

To help the client stay ahead of potential issues, we reviewed their network, servers, backup solutions, and other technologies to keep their environment running efficiently.
SOLUTION
Creating an optimized IT environment
We provide numerous services to keep Barton & Cooney’s systems protected and up-to-date.
Miles Assurance Plan
Our flagship solution allows us to support the client’s infrastructure and users anytime, anywhere so they can stay focused on business processes and meaningful tasks.
Backup & Disaster Recovery
The Miles Backup Disaster Recovery Plan (MiBuDR) ensures the client has onsite and offsite backups in place for redundancy.
Hardware Upgrades
We implement legacy upgrades of the client’s servers, storage solutions, and other technology to ensure their operations always support their evolving business needs.
Extensive Security Plans
To improve the client’s security, we complete vulnerability scans, implement controls, conduct awareness training with their teams, and more.
SOC 2 Compliance
With compliance requirements constantly changing, we help with pen testing, vulnerability assessments, and documentation for the client.
Consultation with Client CIO
The client’s assigned CIO provides consulting and solution development in addition to monitoring contracts, warranties, and license renewals.
RESULTS
Achieved compliance & powerful security
Since Barton & Cooney first reached out in 2012, we’ve provided support, consulting, and other services to keep them at the forefront of their industry.
100% Compliance
For multiple years, the client has received the SOC 2 certification with no exceptions. They now have congruence between their documented & actual procedures, a structured approach for audit preparation, and established trust in their organization.
Dedicated Security
Security threats have changed drastically since 2012 and will continue to shift in the future. By staying ahead of evolving threats and monitoring their environment, the client can handle new challenges and protect their business.
Ongoing Consultation
The client regularly receives continuous improvement and solution development for their infrastructure and policies from their Client CIO. They can also gain multiple perspectives by consulting with other Miles IT Client CIOs.

MOVING FORWARD
Sustained growth and a competitive advantage
Now, Barton & Cooney can continue providing mailing services with the certainty that their systems are secure and compliant. They no longer have to worry about business interruptions, cyber security, or data loss.
With new processes in place and a partnership with our experts, they can sustain their growth, hire new employees, and stay viable in the changing industry and world.
Interested in improving your IT infrastructure, security, and compliance? Contact us to discuss how we can help your business.