Philadelphia

Case Study: Secure Tableau Dashboard Access for Investors with ZTNA & SASE

Case Studies
December 01, 2025•2 min read

Industry: Financial Services

Company Size: Small Company

Location: Philadelphia, PA

Operations: Primarily operates on-premises with Active Directory servers

Overview

A small financial services firm in Philadelphia needed to provide secure, browser-based access to Tableau dashboards hosted in AWS for external investors. Traditional VPN or client-based solutions were too complex and did not meet compliance requirements. Lumis IT implemented a Zero Trust Network Access (ZTNA) and Secure Access Service Edge (SASE) solution integrated with Entra ID for authentication and MFA. The result was secure, monitored, high-performance access without requiring specialized software—supporting both operational efficiency and PCI compliance.

Challenges

The firm needed to make AWS-hosted Tableau dashboards available to external investors—quickly, securely, and without client software. The solution had to:

  • Enforce strict security and compliance standards

  • Support rapid user onboarding for new investors

  • Enable continuous monitoring and audit logging for PCI compliance

  • Deliver high performance without sacrificing security

Traditional VPNs or desktop clients introduced complexity, compatibility issues, and security risks, making them unsuitable for this use case.

The Lumis IT Solution

Lumis IT deployed a Zero Trust Network Access (ZTNA) and Secure Access Service Edge (SASE) architecture, ensuring investors could securely access Tableau dashboards directly from their browsers.

Key Implementation Steps:

  • ZTNA Cloud Gateway – Routed all traffic through a secure, cloud-based gateway for monitoring and threat protection.

  • Browser-Based Access – Eliminated the need for VPNs or client installs.

  • Authentication via Entra ID & MFA – Required multi-factor authentication for all users.

  • Role-Based Access Control (RBAC) – Permissions managed through Entra ID groups.

  • Continuous Monitoring & Logging – Captured all sessions and activities for compliance and anomaly detection.

Results

The deployment provided measurable business and security benefits:

  • Faster Onboarding: Investor access provisioning reduced from days to hours.

  • Improved Performance & Uptime: ZTNA optimized connectivity while maintaining reliability.

  • PCI Audit Approval: Secure architecture and logging fully support PCI requirements.

  • Enhanced Security: RBAC and continuous monitoring ensured only authorized users gained access.

With ZTNA and SASE integrated into Entra ID, Lumis IT delivered a future-proof access solution that balanced security, compliance, and usability. The firm can now confidently provide external investors with seamless access to AWS-hosted Tableau dashboards—without VPNs or software installs—while maintaining strict PCI compliance.

This case demonstrates how Zero Trust architecture and cloud-based access control can solve real-world challenges for financial services firms that need both agility and compliance.

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