– Case Study
Managed IT and Cyber Security Service Provider (MSSP) for OPIS Advisory
OPIS Advisory (Pty) Ltd is a specialist South African advisory firm focused on business rescue, restructuring, turnaround, insolvency and transaction advisory. The firm operates at the centre of complex, time-sensitive and high-risk engagements, working closely with boards, investors, regulators and management teams to stabilise organisations and unlock value.
For Opis Advisory, clarity, trust, speed and confidentiality are not optional — they are fundamental to how the firm delivers outcomes.
“We wanted a clear understanding of how we could better use the security and collaboration capabilities already available within Microsoft 365, without adding unnecessary complexity. Liyatech helped us see what was possible and gave us a practical roadmap to get there.”
– Otsetswe Mosime, Business Rescue Practitioner, OPIS Advisory
Embracing a Cloud-First Digital Transformation
As OPIS Advisory continued to grow and support increasingly complex client engagements, the firm committed to a cloud-first digital transformation strategy.
Microsoft 365 plays a central role in this journey, enabling Opis Advisory teams to collaborate securely, access information from anywhere, and work with confidence across multiple engagements.
Recognising that they were not yet fully utilising the security and productivity capabilities included in their Microsoft 365 licensing, Opis Advisory partnered with Liyatech to assess their environment and unlock greater value from the platform.
Through a focused discovery engagement, Liyatech reviewed Opis Advisory’s Microsoft 365 setup and usage, identifying opportunities to strengthen security, streamline collaboration, and align technology more closely with how advisory work is delivered.
“Having a partner who understands both our risk profile and how our teams actually work has given us real peace of mind. We know we’re building on a secure, well-governed foundation.”
Otsetswe Mosime, Business Rescue Practitioner, OPIS Advisory
Strengthening Security with Zero Trust
With sensitive client data at the heart of OPIS Advisory’s operations, security was not optional, it was mission critical. Protecting trust, safeguarding information, and ensuring resilience became a top priority.
As part of the digital transformation journey, Liyatech conducted a comprehensive security posture review aligned to Zero Trust principles, rigorously assessing identity, access, devices, applications, and data protection across the Microsoft 365 environment.
This approach ensured that every layer of the organisation was validated, secured, and continuously monitored. It shifted security from a reactive measure to a proactive, strategic advantage. With this foundation in place, OPIS Advisory is now better equipped to protect its data, its clients, and its reputation with confidence.
This Assessment Elevated Security Across Every Layer
- Identified potential risks and improvement areas
- Highlighted existing strengths in OPIS Advisory’s security setup
- Provided both short-term actions and long-term strategic recommendations
Rather than focusing only on threat prevention, the approach also considered how to reduce the impact of potential incidents, improve visibility, and ensure security controls scale with the business.
A Clear Security and Transformation Roadmap
Following the assessment, Opis Advisory was provided with a prioritised roadmap that balanced impact, effort, and operational reality.
This roadmap enabled the firm to: Strengthen identity and access controls, improve governance and data protection, build a longer-term vision for secure digital transformation, highlighted existing strengths in OPIS Advisory’s security setup
Long-Term Confidence Through Partnership
With a clearer view of their digital and security posture, OPIS Advisory is now positioned to evolve proactively, rather than reactively.
By working with Liyatech as a strategic digital transformation and security partner, the firm benefits from:
- Ongoing advisory support
- Confidence in its Microsoft 365 security configuration
- A future-ready platform that protects trust while enabling performance
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