Case Study

Certified CIO Increases Profitability with Phin’s Automation

Certified CIO, a full-range MSP, had an SAT platform that required too much tech work and wasn’t growing with their business. They needed a platform that was easy and quick to set up and manage without constantly breaking down. Phin’s ability to reduce hours of work to minutes was transformative for Certified CIO.

Their techs gained the flexibility and simplicity that they needed to reduce time spent on tedious tasks and technical challenges. And not only did this switch save them time, it also improved user engagement and behavior.

Why Certified CIO chose Phin Security for SAT

“They just checked all the boxes the others couldn’t.” - Joel Chambers

Joel’s approach to solution choice flowed directly from his work as an IT engineer: careful requirements gathering followed by exhaustive testing. From the start of the evaluation, the breadth and depth of Phin's feature set, plus powerful flexibility right off the shelf, set it apart. Certified CIO could build, deliver, and automate effective training that could be customized by team, role, and client.

Joel and team also realized that not only was Phin a smarter business choice for their MSP, the platform would also help Certified CIO provide better security awareness training outcomes for clients, dramatically increasing user engagement and improving security behaviors.

Size

58 Clients

Active users

710+

Escalation Specialist

Joel Chambers

Partner Since

2022

Evaluated Partners

KnowBe4 +more

Challenges

Reduce technical issues and time spent dealing with broken infrastructure
Reduce time spent on manually setting up training campaigns and reporting
Access valuable feature updates without paying an arm and a leg
Gain the ability to deliver training sorted by groups
Increase user engagement and improve behaviors

Phin's Solution

"Profitability per end-user has gone up just from Phin. We have a lot of clients on unlimited contracts, so we have to really look at tech time per endpoint." - Joel Chambers

Phin’s flexibility allows Certified CIO to customize specifically to the needs of each of their unique clients and the different user groups within them. The automation across allowlisting, user sync, training campaigns, and reporting enable the team to quickly and easily set up groups onboard users and admins, and update users and training requirements as needs change.

Easy integration with their PSA and other tools reduces their team’s time spent toggling between platforms and managing their training programs.

Phin’s vast content library, with enough monthly training for 10 years—no repeats—provides the appropriate content for each client and user. Plus, learning moments give end-users quick, real-time feedback on phishing simulations, empowering users to more accurately spot real phishing threats. This means the training isn’t just hitting compliance requirements, it’s actually changing behavior.

Results

"We've seen a dramatic downtick in the number of failed sims over time, and the number of incidents that derive from email clicks... Getting people to actually report suspicious activities is the hardest part of our job, and Phin makes that easy."

- Joel Chambers

5 min

Platform maintenance decreased from several hours per month to ~5 minutes with Phin.

21%

Overall phishing simulation click rate decreased by over 21% between 3 and 36 months of using Phin, with some clients experiencing much larger decreases.