Industries
The four industries
South Texas runs on.
Generalist consultancies miss the regulatory, operational, and cultural details that matter in regulated industries. Naveo focuses on four verticals where the details aren't optional.
Practices, clinics & specialty groups
Medical
Patient privacy is the foundation. Everything else — collaboration, scheduling, AI assistance, document management — has to be built on it without compromise.
What this industry actually needs
- HIPAA-aligned Microsoft 365 configurations and Business Associate Agreements
- Secure handling of patient communications across email, Teams, and SharePoint
- Sensitivity labels that protect PHI without breaking workflows
- Copilot rollouts that respect patient privacy and audit requirements
- Multi-location collaboration without data leakage between practices
What Naveo delivers
- HIPAA-aligned tenant configuration & BAA execution
- PHI-aware sensitivity labels & DLP policies
- Secure messaging via encrypted Teams & email
- Audit-ready logging and retention policies
- Staff training on the technology, not just the rules
Law firms & solo practitioners
Legal
Privilege protection isn't optional, and matter-centric collaboration only works when the underlying architecture is built for how attorneys actually work.
What this industry actually needs
- Matter-centric SharePoint structures that mirror your case organization
- Ethical walls and information barriers between matters and practice groups
- Secure client portals for document exchange
- Copilot deployments that protect attorney-client privilege
- Conflict-checking integration with practice management systems
What Naveo delivers
- Matter-centric SharePoint information architecture
- Information barriers configured for ethical walls
- Privileged-content sensitivity labels & retention
- Microsoft 365 configurations aligned with state bar requirements
- Secure file-sharing replacements for risky email attachments
Wealth management, accounting & insurance
Financial Services
Compliance examiners ask hard questions, and "we trust our IT vendor" isn't an answer. We build environments that hold up to scrutiny — and we document them so you can prove it.
What this industry actually needs
- Audit-grade governance documentation for SEC, FINRA, and state examiners
- Records retention policies aligned with regulatory holds
- Sensitive data handling for SSNs, account numbers, and PII
- Conditional access and zero-trust posture on financial data
- Secure client communications without breaking client experience
What Naveo delivers
- Documented governance for compliance review
- SOC 2-ready policy frameworks and access controls
- PII-aware DLP, sensitivity labels, and retention
- Multi-factor authentication and conditional access
- Encrypted client portals and secure file exchange
Operators, service companies & field operations
Oil & Gas
The office is one place; the rig is another. Field-ready collaboration means hardened mobile access, integrations with operational systems, and infrastructure that works where the cell signal doesn't.
What this industry actually needs
- Field-to-office collaboration for distributed crews
- Mobile device management for tablets and phones in the field
- Integration with SCADA, ticketing, and operations platforms
- Vendor and contractor access without exposing internal systems
- Document management for permits, regulatory filings, and JIB packages
What Naveo delivers
- Mobile-first Teams and SharePoint deployments
- Intune-managed field devices with offline capability
- External access for contractors via guest and B2B configurations
- Document libraries for permits, AFEs, and joint-venture documents
- Integration patterns with operational and back-office systems
Other Industries
Don't see your industry here?
The four practices above are where Naveo is deepest — but the underlying work (Microsoft 365 administration, Copilot deployment, IT strategy) translates to most professional services and mid-market businesses. Manufacturing, professional services, nonprofits, and local government engagements are welcome.
If you're not sure whether Naveo is the right fit, the fastest way to find out is a short conversation.