Winding Down an Energy Company's IT Without Losing What Must Be Kept
DIRC engagement, ongoing. Delivered by Do IT Right Consultants LLC under an on-call retainer.
Overview
An energy company winding down its operations needed its IT closed out in order: staff offboarded, licenses and vendors cancelled and systems decommissioned, while years of business records stayed preserved under legal hold.
The challenge
Every shortcut in a wind-down creates risk. Removing an account the wrong way can destroy data a legal hold requires. Cancelling a service too early can strand the people still closing the books. With the internal IT team gone, requests needed a quick answer, but sensitive actions could only happen on the client's written direction.
The approach
- An on-call retainer, with routine requests answered by the next business day
- Offboarding to a written procedure: accounts deactivated first, then removed in a way that keeps held mailboxes searchable
- eDiscovery and retention set up so preserved records outlast the people who created them
- Vendor, license and subscription terminations sequenced against the client's transition plan
- A one-click Company Portal install giving the remaining staff secure VPN access to the hosted finance system
- Nothing deleted or torn down without written direction from the client
The outcome
- Offboarding that keeps held data searchable instead of putting it at risk
- The remaining staff still reach the finance system they need, through a self-service install
- Licenses, vendors and systems retired in step with the transition plan
- Every sensitive action backed by written direction
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