Services Guide
A comprehensive guide to our managed IT and cybersecurity services.
This Services Guide contains provisions that define, clarify, and govern the services described in the Proposal or Scope of Work that has been provided to you. Activities or items that are not specifically described in the Proposal will be out of scope.
Service Delivery
Initial Audit
Our assessment process includes:
- Consultation aligning services with your business goals
- Remote diagnostics using network analyzers and vulnerability scanners
- On-site evaluations when necessary
- Analysis of hardware, software, security posture, data flow, and compliance
- Actionable insights, prioritized recommendations, and performance benchmarks
- Virtual walkthrough with our experts
- Post-audit implementation guidance
Onboarding Services
Our onboarding process includes:
- Kickoff meeting defining scope and timelines
- Dedicated project manager assignment
- System access and user account setup
- Remote software and hardware deployment
- Virtual or on-site staff training
- Regular progress checkpoints
- 30 days of enhanced post-onboarding support
Covered Equipment and Software
Managed Services will be applied to the devices on which we install software monitoring agents. The Covered Hardware list is updated after agent installation and can be modified by mutual consent. All Covered Devices must be covered, at all times and at your cost, under a current manufacturer’s service plan.
- Supported Software: Licensed through Triada and supported on a best-effort basis
- Non-Supported Software: Best-effort only; customers are encouraged to maintain manufacturer service contracts
Physical Locations Covered
Services are provided remotely unless on-site visits are deemed necessary at the discretion of our technicians. Your primary business location is covered by default; additional fees may apply for other locations.
Minimum Requirements
- Current warranty coverage on server hardware
- Current, supported Microsoft Windows versions with the latest patches
- Genuine, licensed, vendor-supported software
- Licensed, up-to-date virus protection on servers and email
- Currently licensed backup solutions
- Encrypted wireless traffic
- UPS-connected servers
- Client-provided software media and key codes
Services that are not expressly described in the Proposal will be out of scope and will not be provided unless otherwise agreed in writing by Triada.
Support Channels
- Non-Urgent Issues: Submit tickets at our support portal or email [email protected]
- Urgent Issues: Call 201-644-1444 for immediate assistance; after-hours voicemail triggers on-call technician notification
Managed IT Services
Our core offering combines proactive, subscription-based support. We begin with a thorough onboarding audit to map your IT environment, deploying advanced monitoring tools for 24/7 oversight of critical systems. Services include hardware, software, and network management; automated alerts for issue prevention; performance reporting; and compliance support.
Cybersecurity Services
Anti-Virus and Anti-Malware
Foundational defense against malware including viruses, worms, trojans, ransomware, and spyware. Features include signature-based detection, file and email scanning, scheduled scans, website warnings, and automatic updates.
Application Allow-Listing and Ringfencing
A zero-trust model that blocks everything except approved applications, proactively preventing malicious or unauthorized software from executing within your environment. Reduces ransomware, zero-day, and fileless malware risks.
Endpoint Detection and Response (EDR)
Behavioral analysis and machine learning-based detection of malware, ransomware, and unauthorized access that bypasses traditional antivirus. Includes incident analysis, automated response, device isolation, and forensic tools.
Extended Detection and Response (XDR)
Integrates data from endpoints, networks, cloud, and email systems for a unified view. Provides advanced analytics, threat correlation, multi-stage attack detection, and automated response.
DNS Filtering
DNS query analysis that blocks malicious and inappropriate websites. Features category-based filtering, roaming client support, and customizable block pages.
Email Threat Protection
Protects against phishing, malware, spam, and business email compromise. Includes real-time scanning, domain spoofing prevention, encryption, and customizable policies.
Dark Web Monitoring
Continuous scanning of dark web marketplaces for compromised organizational data with automated searching, detailed alerts, and risk mitigation recommendations.
Device Hardening
Security assessment and vulnerability reduction through best-practice configuration, including service disabling, access controls, OS updates, firewall enabling, and password policies. Includes quarterly compliance and security reports.
Data Protection Services
Business Continuity Appliance with Cloud Backup (BDR)
Image-based backups of physical, virtual, and cloud environments stored locally and off-site. Features automated verification, ransomware detection, instant virtualization, and file-level restores.
Desktop File Backup
Automatic secure copies of desktop and laptop files with local or cloud storage, easy restoration, encryption, and multi-device access.
Desktop Image Backup
Full-system snapshots capturing OS, applications, settings, and files for rapid restoration to a previous state or new hardware.
Email Archiving
Automated preservation of all email communications including attachments and metadata with retention policies, search, export, and audit support tools.
Cloud and Infrastructure
Cloud Hosting and Management
Setup, configuration, and maintenance of cloud infrastructure with monitoring, security patches, access controls, and backups. Supports hybrid and multi-cloud setups.
Google Workspace Management
Administration of Gmail, Google Drive, Docs, Calendar, and related tools including user account setup, security policy configuration, MFA and DLP implementation, and permission management.
Firewall Solution
Assessment, compatibility confirmation, remote configuration, and ongoing management including firmware updates, policy adjustments, and monthly reports on blocked attempts.
Infrastructure and Network Wiring
Site survey, customized cabling plan, certified technician installation, and post-installation testing with high-quality Ethernet and fiber optic cabling.
Compliance and Consulting
Compliance Consulting (FINRA/SEC/NYDFS)
Alignment with Financial Industry Regulatory Authority, SEC, and NYDFS requirements including gap assessment, control implementation, policy and training guidance, audit preparation, and ongoing reviews.
Fractional Chief Technology Officer (CTO)
Part-time or project-based strategic IT leadership including technology adoption guidance, cybersecurity strategies, infrastructure planning, and vendor oversight.
Fractional Chief Information Security Officer (CISO)
Strategic security leadership on a part-time basis, addressing cybersecurity vulnerabilities, operational impact, and compliance requirements.
IT Consulting (General)
Comprehensive assessment through interviews and system reviews with tailored strategies for infrastructure, software, cybersecurity, and cloud adoption.
Additional Services
Block Hours / Hourly Retainer
Flexible pre-purchased hours tracked via our client portal. Remote sessions are scheduled by urgency with a dedicated account manager. Monthly usage reports are provided and unused hours roll over within the contract term.
Hardware as a Service (HaaS)
Procurement, setup, configuration, and ongoing maintenance of workstations including hardware repairs, replacements, upgrades, and secure lifecycle disposal. Predictable costs with flexible refresh cycles.
Managed Email Signatures
Design, deployment, and maintenance of professional email signatures with customized templates, branding, promotional banners, and centralized updates for staff changes and campaigns.
For questions about our services, please contact us or call us at 201-297-7778.