Case Study

nClouds AWS Case Study | SurePrep

Goal-Aligned AWS Architectural Review
About the Client

SurePrep is a private equity-backed company that produces 1040 tax preparation automation software. SurePrep’s automated solutions help tax professionals and taxpayers streamline workflows and minimize data entry.

Industry
Software, Tax Preparation
Location
California, USA
The Challenge
Increasing efficiency without added overhead costs
Featured Services

Faster, More Secure Infrastructure

Reduced Costs

CHALLENGE

Increasing Efficiency without Added Overhead Costs

Alex Sadovsky, VP of artificial intelligence at SurePrep, pushed to move toward cloud computing (specifically AWS) as a means to increase overall operational efficiency. The main challenges he wanted to solve included the following:

  1. How do we ensure that computer resources are allocated correctly to meet minimum system requirements as efficiently as possible?
  2. How do we maintain this efficiency as SurePrep continues to scale and experience new technological changes?
  3. How do we leverage AWS to its full potential while securing sensitive customer data against insider and outsider threats?

As a PE-backed company, SurePrep also wanted a solution that would remain cost-competitive. This proved to be a key differentiator. The company rejected many potential partners that had unclear cost structures.

“Engaging [nClouds] was a huge value-add when we hired a full-time senior architect. Not only did we get immediate paths for improvement but we also built a multi-year plan of how to constantly improve our architecture long-term, which supports our growth goals. It really set us off on the right foot.”

THE SOLUTION

Goal-Aligned AWS Architectural Review

To expedite digital adoption and learn how to best operate on the AWS platform, SurePrep partnered with nClouds (formerly Cloudnexa). Unlike many of the other options that Alex considered, nClouds offered a customized engagement as opposed to an à la carte setup. nClouds also committed to a specific cost structure that fit SurePrep’s budget with no surprise fees.

nClouds performed a Well-Architected Framework Review (WAFR) for SurePrep. During the review, nClouds leveraged AWS funding to understand SurePrep’s long-term vision for its environment. nClouds then ranked SurePrep’s progress on each of the five pillars that comprise a Well-Architected Framework:

  • Operational excellence
  • Security
  • Reliability
  • Performance efficiency
  • Cost optimization

Next, nClouds generated a list of action items that SurePrep could apply to align its infrastructure with AWS best practices. It also helped uncover immediate opportunities for improvement and long-term ways to optimize SurePrep’s AWS platform use.

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