Client story End-to-End Lifecycle Services for a Major U.S. Financial Institution
By Insight Editor / 3 Nov 2020 / Topics: Devices Mobility Procurement
By Insight Editor / 3 Nov 2020 / Topics: Devices Mobility Procurement
Facts at a glance
Client industry:
Financial services
Size of company:
More than $250 billion in assets under management
Challenge:
Help one of the largest banks in the U.S. streamline and simplify the entire device lifecycle and move toward a modern device management and provisioning solution.
Solution:
Insight has created a program for modern device management and provisioning through hardware and software catalog integration and software asset management.
Results:
- Increased efficiency in device workflows
- Cost savings via automation and integration
- Multiple OEMs available through a single platform
- Seamless and timely device refreshes
Solution area:
Insight’s Supply Chain Optimization solutions simplify the process of procuring, maintaining and replacing the technology clients invest in to run their business.
When Insight first began working with this client, we provided device refresh assistance for the bank’s retail branches, which today number in the thousands. Success with this endeavor easily led to Insight being asked to deliver services and hardware to support an IT refresh across the bank.
The client relies on Insight to handle hardware procurement, integration and refresh. It uses Dell Technologies™ hardware, which offers built-in security capabilities to protect each endpoint and keep customer and bank data safe and secure, in addition to devices from other OEMs. Managing device differences at each step of the lifecycle can get extremely complicated when undertaken by businesses that don’t specialize in such tasks.
From our pricing programs and unified reporting capabilities to device exchange and asset disposal, Insight’s device lifecycle services address every need our client has while making it extremely simple on its end. Today, we support more than 80,000 endpoints, which include desktops, laptops and tablets. Dell Technologies provides devices for the bank’s back office, as well as monitors, peripherals and accessories. The bank has purchased Dell Trusted devices with SafeID™, providing visibility to BIOS tampering with SafeBIOS.
One key component to our success with the bank has been our focus on relationship building. Our teams meet regularly with key contacts to address issues and set new initiatives in motion as quickly as possible. We also coordinate weekly calls with Dell Technologies’ teams and the client to facilitate open communication and make necessary changes.
Through working with Insight, the bank now has far greater visibility and control over its purchases for hardware, software and accessories. We’re in the process of integrating our systems with the client’s ServiceNow® and Ariba® platforms, enabling sizable benefits in efficiency, inventory management and cost savings.
During our weekly calls, we regularly discuss additional integration opportunities, as well as problem areas, which are remediated expeditiously and carefully.
The client has also contracted with Insight for software asset management of its entire software portfolio. This has already helped the bank track licensing, improve user experience and ensure software investments are being maximized.
When COVID-19 descended upon the U.S., many businesses were forced to transition on-site workers to work-from-home scenarios.
Thankfully, the bank had Insight on its side at this time. We wasted no time, jumping right in to revise change requests and implement new processes around exchange, cleaning, configuration, break-fix and hot swap.
Because of our perseverance and dedication, we helped the bank maintain business continuity and support more than 60,000 employees with an updated device ecosystem that promotes health and safety.
The bank has also benefited from our strong Dell Technologies™ partnership — offering extended storage terms on devices based on expected needs and availability, despite all of the supply chain challenges.
Why does the bank continue to choose Insight? For starters, we’re committed to helping companies of all sizes achieve better business outcomes. Our teams have the ability to take a complex environment, understand it, and bring simple and flexible solutions to the table. We offer a blend of standardization and agility to tackle any challenge.
Secondly, we don’t just resell devices — we bring a world of capabilities, integrations, tool sets and expertise that helps the bank do business better.
Lastly, we back it all up with our dedication to client servicing. Not a day goes by where we’re not communicating with our key resources within the bank. Our client knows that we strive to provide the agility, flexibility and consultative approach to meet its requirements — continuously focusing on service excellence.
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