Advantage IT Management, an IT services and support company based in Mobile, Alabama, was seeking a zero-trust, policy-driven security solution to better protect its customers and its own business. The company was particularly concerned about the recent high-profile ransomware attacks targeting MSP tools. The company's CEO, Matt Wilson, had been exploring zero trust solutions when clients started asking about it, making it the perfect time to implement such a solution. The company evaluated several products but found that none offered a complete solution like ThreatLocker.

Lake Forrest Preparatory School, a private school in Orlando, was facing challenges in protecting their technology, teachers, and students as they expanded the use of technology. They struggled to protect computers against malware and other forms of unauthorized software. While antivirus, web security, and e-mail security played an essential role in stopping threats from entering the school, these technologies fell short in stopping unknown malware and other problematic software from running. When students and teachers were using laptops outside of the school’s network, there was no control over what filtering and firewalls were in place. This increased the risk of unauthorized software or malware being downloaded, which could later run inside of the school’s network.