Client Overview: Our client, a fast-growing Venture Capital (VC) firm managing multiple startups and high-value investment portfolios, relied heavily on SaaS applications such as Google Workspace, Slack, Notion, HubSpot, and various financial tools. As their portfolio expanded, so did their cybersecurity risks. They needed unified identity management, stronger access controls, device security, and centralized visibility across their entire SaaS ecosystem. The firm partnered with NVITS to modernize and secure their environment using JumpCloud.
Preparation
Initial Consultation
NVITS engaged with key stakeholders to understand their workflow, SaaS dependencies, partner access, and the security challenges they faced across distributed teams and remote operations.
Detailed Assessment
Identity & Access Audit
We evaluated their identity sprawl across multiple SaaS platforms, inconsistent permissioning, lack of MFA enforcement, and unmanaged user lifecycles.
Device & Endpoint Assessment
Many founders, partners, and analysts used personal devices without unified policies, increasing the risk of unauthorized access and data leakage.
Risk & Compliance Review
We identified gaps including unsecured admin accounts, unmanaged third-party access, and lack of audit logs needed for investor transparency and compliance readiness.
Security Strategy Development
Unified Identity & Zero Trust Approach
NVITS designed a Zero Trust–based identity and device security strategy using JumpCloud as the central directory platform.
Implementation Roadmap
A phased rollout plan was created to integrate identity, MFA, device management, and SaaS access policies with minimal operational disruption.
Resource Allocation
JumpCloud-certified engineers and cloud security analysts were assigned to execute the security transformation end to end.
Implementation
Identity & Access Management with JumpCloud
- JumpCloud Directory was set up as the unified identity provider.
- Implemented Single Sign-On (SSO) for all major SaaS apps—Google Workspace, Slack, Notion, HubSpot, and more.
- MFA enforced across all accounts to prevent unauthorized access.
- Established role-based access control (RBAC) for partners, analysts, founders, and finance teams.
- Automated user lifecycle management for onboarding and offboarding employees and contractors.
Device & Endpoint Security
- Enabled JumpCloud MDM to manage macOS and Windows devices used across the firm and its portfolio companies.
- Applied device compliance policies including disk encryption, screen lock, and OS patching requirements.
- Configured Zero Trust device trust to ensure only compliant devices could access SaaS applications.
SaaS Security & Access Control
- Integrated JumpCloud SSO with all critical SaaS systems.
- Configured conditional access policies based on location, role, and device security posture.
- Blocked unauthorized third-party applications and risky OAuth connections.
- Set up centralized password management through JumpCloud’s passwordless capabilities.
Security Logging & Monitoring
- Configured JumpCloud Directory Insights to log all authentication events, admin actions, and security anomalies.
- Integrated logs into SOC monitoring for real-time threat detection.
- Enabled alert policies for suspicious login attempts, device risks, and misconfigurations.
Testing & Validation
Security Testing
NVITS performed penetration testing, SSO validation, and role-based access verification to ensure consistent and secure access across all applications.
User Acceptance Testing
Partners, analysts, and operations teams tested the new SSO workflow and device onboarding process to confirm a smooth experience.
Training & Adoption
Employee Training
NVITS conducted training sessions to help staff understand MFA, SSO, device enrollment, and secure collaboration practices.
Documentation & Support
User guides, onboarding documents, and troubleshooting materials were provided to ensure long-term usability and independence.
Post-Implementation Monitoring & Support
24/7 Monitoring
NVITS enabled round-the-clock monitoring of identity and device security through JumpCloud and SIEM integrations.
Regular Security Audits
Quarterly audits ensured RBAC consistency, proper SaaS access levels, and compliance with investor expectations.
Continuous Optimization
Policies were refined based on new threats, SaaS usage changes, and evolving portfolio company requirements.
Outcome
Key Results Achieved
- Unified Identity & Access across all SaaS platforms with JumpCloud SSO.
- Improved Device Security with managed, compliant, and monitored endpoints.
- Zero Trust Access enforced for both employees and external partners.
- Reduced Risk of credential theft, unauthorized access, and data leakage.
- Streamlined IT Operations with automated onboarding/offboarding and centralized policies.
Client Testimonial
“NVITS helped us gain full control over our SaaS ecosystem. With JumpCloud, we finally have unified identities, secure devices, and full visibility into user access. This has significantly strengthened our security and operational efficiency.”
Conclusion
By leveraging JumpCloud’s unified identity and device management capabilities, NVITS secured the VC firm’s distributed SaaS environment and established a scalable Zero Trust foundation. The modernized ecosystem now provides centralized visibility, stronger access control, and uncompromised security—allowing the firm to focus on supporting its portfolio companies with confidence.