Raffi Jamgotchian is the CEO of Triada Networks, a managed service provider based in Northern New Jersey, serving financial services clients across the United States. We sat down with him to talk about the realities of managing Microsoft 365 security at scale, and what finally made it click.

{% embed https://youtu.be/7P59AswmOrE  %}

Let’s start with the basics. How were you managing M365 security across your clients before finding a dedicated tool?

Honestly, it’s been a journey. Like most MSPs, we started manual. Then we tried a couple of tools, and found them really difficult to use and scale. So we’ve ended up drifting back to manual processes. We eventually committed to another solution, and spent months trying to get real value out of it. Unfortunately, we never really did.

What was the core problem with those earlier tools?

The issue wasn’t just complexity at the start — it was that once I learned the product, I couldn’t hand it off. My goal was to not be the product person anymore. I didn’t want to be the one managing every vendor relationship from a technical standpoint. I wanted to let my technicians do that. But these tools were so complicated that picking them up without it becoming a full-time job just wasn’t realistic.

As an MSP, you’re juggling a lot of tools. You can’t live in any single one all day. If you log into a platform and have to relearn it every time, you’ve already lost. You’re wasting time, you’re frustrated, and nothing’s getting done.

So what changed when you started working with Optimize365?

The onboarding was the first thing that stood out. With our previous solution, we had four one-hour sessions over four weeks — me, my lead tech, and their technical team. Four hours of onboarding, and by the end we had the bare minimum in place, with a ton of homework still ahead of us. Months later, we hadn’t moved much further than that.

With Optimize365, we were up and running in 30 minutes. And we weren’t just set up. We were already impacting the security posture of our clients. Four hours over four weeks versus thirty minutes. That’s the difference.

“Four hours over four weeks versus thirty minutes. That’s the difference.”

How do you use it day-to-day now?

One of the things that really changed things for us was being able to consolidate tools. Before, we had one tool for managing M365 posture and a completely separate tool for prospecting and assessments. Optimize365 replaced both.

The prospecting piece is huge. I can send a prospect a link, they log in on their end — I don’t even need their password — and within a short time I’ve got a clean, branded assessment report ready to send. It has our logo, our colors. It actually looks good, which is more than you can say for most vendor reports. And it gives us a real conversation starter: here’s where you are, here’s where you could be.

Before, doing that kind of assessment manually would have meant charging for it, and getting a prospect to pay for an assessment when they don’t even know they have a problem is a tough sell. Optimize365 made that a non-issue.

“Within a short time, I’ve got a clean, branded assessment report ready to send to prospects, that gives us a real conversation starter.”

Can you give a concrete example of the operational impact?

We identified a Microsoft 365 feature called Direct Send that was being exploited. Essentially, it can be used to send internal emails that appear to come from a trusted address — even a CEO — without the recipient being able to tell it’s spoofed. It’s the kind of thing that enables gift card scams and social engineering attacks.

We needed to disable that feature across all of our clients. The first instinct was to write a script, and we actually did write one. But then we’d have to authenticate into each client individually, run it, and repeat. That was going to take a lot of time.

Then we looked in Optimize365 and the setting was right there. One of our technicians pushed it out across all our clients in a matter of minutes. That’s not a small thing.

“Then we looked in Optimize365 and the setting was right there. One of our technicians pushed it out across all our clients in a matter of minutes.”

Has it changed your ability to take on more clients?

That’s the scalability story. With our old solution, we could only realistically roll it out to a handful of clients. The operational burden was too high. Now we can extend this to our full client base, not just the top tier. The product cost is similar to what we were paying before, but the operational cost dropped significantly. Fewer team hours, more clients served. Same team, more customers.

What about visibility — being able to show clients what you’re actually doing for them?

That’s one of the things I appreciate most about Optimize365. It doesn’t just improve your posture — it shows the journey. You can see how far you’ve come, not just where you are today. And it presents that in a way that’s easy to show a client. Most tools are built for the technician. Optimize365 is built with the client conversation in mind too. That matters a lot when you’re trying to demonstrate value and retain accounts.

Would you recommend it to other MSPs?

Any MSP managing M365 environments at any real scale should be looking at Optimize365. If you’ve got two or three clients, maybe you can get by manually. But at ten, thirty, a hundred clients? There’s no realistic path that doesn’t involve a tool like this. And based on what I’ve seen in the market — and we’ve tried multiple solutions — Optimize365 is the best of breed.

Book a 1:1 demo  to learn more about how Optimize365 helps MSPs manage, secure, and scale Microsoft 365 environments.