Jamf Apple Security & Device Management

Financial Industry Board Adopts Paperless Meeting Model

Client: A Securities Investment Trust Company

Challenge

Board materials often span hundreds of pages of highly confidential content. Traditional paper-based operations require massive printing and binding, difficult navigation during meetings, and secure destruction afterward - resource-intensive with security concerns.

Solution

Deployed Jamf Pro to manage iPads with ZTNA zero trust architecture, storing meeting documents on internal servers. Directors browse smoothly on iPad and annotate instantly with Apple Pencil for a secure, efficient digital meeting experience.

Results

Fully digitized board meetings, saving significant annual paper and printing costs, dramatically improved meeting efficiency and reading experience, sensitive data fully controlled with zero leakage, fully aligned with ESG sustainability goals.

Background

A securities investment trust company in Taiwan had long relied on traditional paper-based board meetings. Each meeting involved hundreds of pages of highly confidential materials including fund performance reports, portfolio analysis, and regulatory compliance documents. The entire process—from printing and binding to distribution and post-meeting destruction—was cumbersome and posed security risks, necessitating digital transformation.

Challenges

  • Time-consuming printing and binding: Each board meeting required printing hundreds of pages per director, followed by professional binding and secure distribution
  • Difficult navigation during meetings: Thick paper documents made it hard to quickly locate specific sections, affecting discussion efficiency
  • Risk of sensitive data leakage: Paper documents posed risks of loss or leakage during handling
  • Post-meeting destruction burden: All materials required secure shredding after meetings, adding labor and time costs
  • Conflicting with sustainability goals: Massive paper consumption and waste generation contradicted corporate ESG commitments

Solution

KlickKlack designed a comprehensive paperless board meeting solution based on Jamf Pro and iPad:

Jamf Pro Device Management

  • Pre-configured devices with all necessary applications before meetings
  • Automatic security policies to restrict unauthorized data transfer
  • Remote management and monitoring capabilities for IT staff

ZTNA Zero Trust Document Access

  • Meeting documents stored only on internal company servers, never on devices
  • Directors access via encrypted connections; access revoked automatically after meetings
  • Complete audit trail for full traceability of all access

iPad + Apple Pencil Meeting Experience

  • Smooth touch scrolling through hundreds of pages of financial reports
  • Real-time annotation and highlighting with Apple Pencil
  • Search functionality to quickly locate specific content
  • Split-screen view to compare multiple documents simultaneously

Streamlined Workflow

  • Upload documents before meeting with automatic director notification
  • Real-time updates for last-minute changes without reprinting
  • Completely eliminates printing, binding, distribution, and destruction

Results

  • Significant cost reduction: Substantial annual savings on paper and printing expenses
  • Enhanced security: ZTNA architecture ensures zero leakage of sensitive data
  • Improved efficiency: Directors easily search, browse, and annotate documents
  • Sustainability achieved: Fully paperless, aligned with ESG goals
  • Better user experience: iPad's smooth operation praised by all directors

KlickKlack is the only partner in Taiwan with both Jamf MSP and Elite Partner certifications, providing comprehensive enterprise management and security solutions for Apple devices. Whether it's device deployment, application management, security protection, or compliance requirements, we offer professional consulting and implementation services.

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