/ Proof dossier
EDR and SOC monitoring rollout for a financial services environment
How BPro Technologies deployed enterprise EDR, zero trust access controls, and SOC monitoring for a financial services environment after a near-miss phishing incident.
Outcome measured against the starting operational constraint.
Outcome measured against the starting operational constraint.
Outcome measured against the starting operational constraint.
Region / context
Security rollout
Tools involved
Handover
Runbooks, documentation, and support path included
/ Before and after
Before
A financial services firm had a near-miss phishing incident that escalated to leadership | Investigation found the environment had no EDR coverage, no centralized security monitoring, and identity access controls that had not been reviewed in two years.
After
The firm now has EDR coverage, SOC monitoring, documented security policies, enforced MFA, and a clear incident response procedure | The security baseline gives leadership a practical foundation for ongoing control review and ISO 27001 alignment planning.
/ Delivery timeline
How the work moved from diagnosis to handover
The timeline keeps the proof story readable: current state, design decisions, controlled delivery, then handover evidence.
Diagnose
Mapped the current state, constraints, dependencies, and highest-risk failure points.
Design
Defined the operating model, rollout path, documentation needs, and rollback criteria.
Deliver
Executed the change in controlled phases with stakeholder updates and support coverage.
Handover
Closed with runbooks, access notes, configuration records, and next-step recommendations.
Problem
The Challenge
A financial services firm had a near-miss phishing incident that escalated to leadership. Investigation found the environment had no EDR coverage, no centralized security monitoring, and identity access controls that had not been reviewed in two years. Staff had broad administrative privileges, MFA was inconsistent, and there was no visibility into endpoint activity. Leadership required demonstrable security improvement through a structured rollout, not an open-ended tool deployment.
Intervention
Our Approach
BPro Technologies began with a rapid environment assessment to prioritize the highest-risk gaps. Enterprise EDR was deployed with behavioral detection policies, while Zero Trust access policies were implemented through Microsoft Entra ID Conditional Access. MFA was enforced across accounts, administrative privilege assignments were reviewed, and the environment was onboarded to SOC monitoring with alert triage, escalation procedures, and incident response runbooks documented. Staff received a security awareness briefing as part of the rollout.
Measurable result
What changed after launch
The firm now has EDR coverage, SOC monitoring, documented security policies, enforced MFA, and a clear incident response procedure. The security baseline gives leadership a practical foundation for ongoing control review and ISO 27001 alignment planning.
- Endpoint protection deployed across the environment
- SOC monitoring and escalation path documented
- MFA enforced across user accounts
- Incident response runbooks documented
- ISO 27001 alignment roadmap in progress
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