Case Study | Healthcare  

Predictable IT for complex care environments 

How Montereau improved budget predictability, strengthened cybersecurity, and built a trusted IT partnership with JMARK.

 
Montereau
Near Zero
infrastructure downtime
$40K
annual budget variance (high predictability)
379
residential units supported

Industry

Healthcare | Retirement Community

Headquarters

Tulsa, Oklahoma

LOCATIONS

Single campus (379 residential units)

EMPLOYEES/USERS SUPPORTED

425

IT TEAM

 Fully managed IT

Systems

Clinical systems, infrastructure, multiple integrated platforms

“JMARK has gone from a partner to a preferred partner. There’s trust, honesty, and a shared goal—they do the right thing, not just what makes them money.”
SN Headshot
Scott Nield , CEO, Montereau

The Challenge

With 425 employees and a full residential community depending on their systems every day, Montereau couldn't afford unreliable IT—but they also couldn't afford to overspend on it. Limited internal IT sophistication and tight budget constraints meant leadership needed a partner who could strengthen infrastructure and cybersecurity without introducing complexity they couldn't manage or costs they couldn't justify.

JMARK partnered with Montereau to deliver reliable infrastructure, financial predictability, and a more strategic IT approach, including:

Infrastructure Reliability & Security
Maintaining stable systems across a complex environment supporting healthcare and residential operations.

Strategic Planning & Budgeting
Supporting zero-based budgeting and a rolling five-year capital plan.

Security & Cybersecurity Training
Implementing phishing training and improving email security to reduce risk.

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The Solution

The Outcome

With JMARK, Montereau gained predictable and well-managed IT operations. Budget performance is now highly controlled, with only about a $40K variance in annual planning, giving leadership confidence in financial forecasting and long-term capital allocation.

Operationally, systems are stable and reliable, with near zero downtime across a complex environment supporting 425 employees and 379 residential units. Cybersecurity has also improved, with phishing training and stronger platforms reducing risk. As a result, IT is no longer just a service—it’s a trusted foundation for future growth and innovation

How JMARK supports Montereau’s environment

Infrastructure built for reliability

  • Stable systems supporting clinical, residential, and operational workflows
  • Consistent uptime across a complex, multi-system environment
  • Proactive identification of infrastructure risks and lifecycle needs

Security & compliance stewardship

  • Phishing training and employee awareness programs
  • Improved email security platforms and threat protection
  • Ongoing guidance to strengthen cybersecurity posture

Strategic partnership & planning

  • Support for zero-based budgeting and multi-year capital planning
  • Transparent recommendations aligned to organizational priorities
  • Trusted advisory relationship focused on long-term outcomes
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quote mark

 

“They’ve built confidence for us—not just in today’s operations, but in how we scale and grow in the future.”

Scott Nield, CEO, Montereau



 

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