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Case Study: Royal Bank America




http://www.sysaid.com   SysAid Technologies Ltd.   1 Hayarden Street, P.O. Box 1142, Airport City 70100, Israel
                                                   Toll Free (U.S.): 800-686-7047 • Fax (U.S.): +1 (617) 507-2559
                                                   Tel. (Israel): +972 (3) 533-3675 • Fax (Israel): +972 (3) 761-7205
Help for the                     Bank: Royal Bank America

                                 Problem: Response times were lagging in this bank's IT
                                 department, which managed requests solely by email.

Help Desk                        Solution: Help desk and asset management software to
                                 automate troubleshooting requests and tasks.


                                 Using only email to manage troubleshooting for the 380
                                 workstations, 180 end users and 55 servers at Royal Bank
                                 America in Narberth, Pa., had become untenable for the
                                 bank's two-person information technology administrative
                                 staff. Managing help desk requests through the in-box meant
                                 the duo at the $909.6 million-asset community bank could
                                 quickly become overwhelmed with emails asking for help. It
                                 also made tracking, queuing and prioritizing such problems
                                 nearly impossible. That's because the ad hoc email-based
                                 help desk method they were using was so unstructured: The
                                 one-by-one nature of email forced the two to comb through
                                 long threads from each source on every problem. So IT case
                                 histories - along with any of their nuances or similarities -
                                 became quickly buried in the serial deluge. The process made
                                 it difficult for the administrators to quickly understand and
                                 resolve problems.
                                 "Going through emails was cumbersome; it simply took
                                 longer," says Gabriel Dudley, one of the two administrators at
                                 Royal. "It made it difficult to respond back to people in a
                                 timely manner."
                                 Dudley began in 2010 to assess vendors in the automated
                                 help desk space. He knew Royal needed a software solution
                                 that could both track and monitor IT resources as well as
                                 organize and digitize troubleshooting capabilities, but do so
                                 inexpensively. In addition to troubleshooting via email, the
                                 bank was using spreadsheets to manually track its software
                                 and hardware inventory. Plus, Royal lacked a dedicated
                                 monitoring system that could watch servers for capacity
                                 issues and usage spikes.


Case Study: Royal Bank America
http://www.sysaid.com                                                                     page 1
“  Royal ended up
choosing a help desk and
                                 Royal ended up choosing a help desk and asset management
                                 application from the Israeli company SysAid Technologies.
                                 Essentially, Dudley says, the product did what the bank
                                 wanted it to do for a cheaper price than other solutions, and
asset management                 it was easy to use . "Other software platforms mainly focused
                                 on the ticketing aspect, they didn't have asset management
application from the             or monitoring," he says. "There was one that could actually do
Israeli company SysAid           a lot more than SysAid, but it was very costly - in the tens of
                                 thousands of dollars. Financially, we didn't want to go that
Technologies. Essentially,       route."

Dudley says, the product         Deployed since April, the SysAid solution has enabled Royal
                                 to digitally receive, categorize and prioritize employee help
did what the bank                requests. The user-powered system allows staff to enter a
                                 portal by double-clicking a desktop icon. In the portal, they
wanted it to do for a            choose a category, set a priority and enter a title or
                                 description of the issue they're having. Hitting a "submit"
cheaper price than other         button creates a ticket that Royal's administrators receive. A
solutions, and it was easy       notes field helps them track and time-stamp any work they



           ”
                                 do. There are also fields denoting status, priority, location and
to use.                          due date. An attachments field allows for inclusion of
                                 documents or images to aid fixes. And whenever something
                                 is done on a ticket, the system emails end users, who can see
                                 the due date for when administrators expect to fix their
                                 problems. "One ticket has the history; everything we need to
                                 look at," Dudley says. "It's definitely enabled us to respond
                                 faster."
                                 SysAid's asset management lists the bank's hardware,
                                 software and components, and describes the space
                                 remaining on C drives and partitions. A monitoring capability
                                 comes with email alerts, which signal when a server is down
                                 or at capacity on a C drive or particular partition, or if RAM or
                                 CPU usage is peaking at a certain time.
                                 The software comes with a knowledge base, which Royal
                                 plans to deploy as soon as Dudley and his colleague populate
                                 the tool with enough how-to documents to make it
                                 worthwhile. Employees will be able to search for and perform
                                 step-by-step fixes to the most common IT issues; they'll also
                                 be able to reset their passwords.
Case Study: Royal Bank America
http://www.sysaid.com                                                                       page 2
Many IT service desk vendors provide both hosted and
                                 on-premise products with separate offerings that target large
                                 enterprises and smaller businesses. Help desk solutions are
                                 increasingly sold alongside other IT asset management
                                 products like security and personal computer configuration
                                 life cycle management systems. The latter are aimed at
                                 helping administrators manage any changes to hardware,
                                 software and firmware.
                                 These markets have begun to converge to offer more
                                 all-encompassing IT service management tools. Gartner says
                                 vendors like Kaseya have become known for offering robust,
                                 enterprise-grade solutions focused on configuration
                                 management and asset monitoring with help desk capability,
                                 while others traditionally focused on ticketing and asset
                                 management, such as Numara, have branched out into
                                 offering other products for configuration and security. The
                                 enterprise vendors BMC, FrontRange Solutions, Kaseya and
                                 Numara are among providers offering lighter versions of help
                                 desk tools to small and midsize businesses.




                                      SysAid Technologies Ltd.   1 Hayarden Street, P.O. Box 1142, Airport City 70100, Israel
                                                                 Toll Free (U.S.): 800-686-7047 • Fax (U.S.): +1 (617) 507-2559
                                                                 Tel. (Israel): +972 (3) 533-3675 • Fax (Israel): +972 (3) 761-7205




Case Study: Royal Bank America
http://www.sysaid.com                                                                                                   page 3

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Case Study: Royal Bank of America

  • 1. Case Study: Royal Bank America http://www.sysaid.com SysAid Technologies Ltd. 1 Hayarden Street, P.O. Box 1142, Airport City 70100, Israel Toll Free (U.S.): 800-686-7047 • Fax (U.S.): +1 (617) 507-2559 Tel. (Israel): +972 (3) 533-3675 • Fax (Israel): +972 (3) 761-7205
  • 2. Help for the Bank: Royal Bank America Problem: Response times were lagging in this bank's IT department, which managed requests solely by email. Help Desk Solution: Help desk and asset management software to automate troubleshooting requests and tasks. Using only email to manage troubleshooting for the 380 workstations, 180 end users and 55 servers at Royal Bank America in Narberth, Pa., had become untenable for the bank's two-person information technology administrative staff. Managing help desk requests through the in-box meant the duo at the $909.6 million-asset community bank could quickly become overwhelmed with emails asking for help. It also made tracking, queuing and prioritizing such problems nearly impossible. That's because the ad hoc email-based help desk method they were using was so unstructured: The one-by-one nature of email forced the two to comb through long threads from each source on every problem. So IT case histories - along with any of their nuances or similarities - became quickly buried in the serial deluge. The process made it difficult for the administrators to quickly understand and resolve problems. "Going through emails was cumbersome; it simply took longer," says Gabriel Dudley, one of the two administrators at Royal. "It made it difficult to respond back to people in a timely manner." Dudley began in 2010 to assess vendors in the automated help desk space. He knew Royal needed a software solution that could both track and monitor IT resources as well as organize and digitize troubleshooting capabilities, but do so inexpensively. In addition to troubleshooting via email, the bank was using spreadsheets to manually track its software and hardware inventory. Plus, Royal lacked a dedicated monitoring system that could watch servers for capacity issues and usage spikes. Case Study: Royal Bank America http://www.sysaid.com page 1
  • 3. “ Royal ended up choosing a help desk and Royal ended up choosing a help desk and asset management application from the Israeli company SysAid Technologies. Essentially, Dudley says, the product did what the bank wanted it to do for a cheaper price than other solutions, and asset management it was easy to use . "Other software platforms mainly focused on the ticketing aspect, they didn't have asset management application from the or monitoring," he says. "There was one that could actually do Israeli company SysAid a lot more than SysAid, but it was very costly - in the tens of thousands of dollars. Financially, we didn't want to go that Technologies. Essentially, route." Dudley says, the product Deployed since April, the SysAid solution has enabled Royal to digitally receive, categorize and prioritize employee help did what the bank requests. The user-powered system allows staff to enter a portal by double-clicking a desktop icon. In the portal, they wanted it to do for a choose a category, set a priority and enter a title or description of the issue they're having. Hitting a "submit" cheaper price than other button creates a ticket that Royal's administrators receive. A solutions, and it was easy notes field helps them track and time-stamp any work they ” do. There are also fields denoting status, priority, location and to use. due date. An attachments field allows for inclusion of documents or images to aid fixes. And whenever something is done on a ticket, the system emails end users, who can see the due date for when administrators expect to fix their problems. "One ticket has the history; everything we need to look at," Dudley says. "It's definitely enabled us to respond faster." SysAid's asset management lists the bank's hardware, software and components, and describes the space remaining on C drives and partitions. A monitoring capability comes with email alerts, which signal when a server is down or at capacity on a C drive or particular partition, or if RAM or CPU usage is peaking at a certain time. The software comes with a knowledge base, which Royal plans to deploy as soon as Dudley and his colleague populate the tool with enough how-to documents to make it worthwhile. Employees will be able to search for and perform step-by-step fixes to the most common IT issues; they'll also be able to reset their passwords. Case Study: Royal Bank America http://www.sysaid.com page 2
  • 4. Many IT service desk vendors provide both hosted and on-premise products with separate offerings that target large enterprises and smaller businesses. Help desk solutions are increasingly sold alongside other IT asset management products like security and personal computer configuration life cycle management systems. The latter are aimed at helping administrators manage any changes to hardware, software and firmware. These markets have begun to converge to offer more all-encompassing IT service management tools. Gartner says vendors like Kaseya have become known for offering robust, enterprise-grade solutions focused on configuration management and asset monitoring with help desk capability, while others traditionally focused on ticketing and asset management, such as Numara, have branched out into offering other products for configuration and security. The enterprise vendors BMC, FrontRange Solutions, Kaseya and Numara are among providers offering lighter versions of help desk tools to small and midsize businesses. SysAid Technologies Ltd. 1 Hayarden Street, P.O. Box 1142, Airport City 70100, Israel Toll Free (U.S.): 800-686-7047 • Fax (U.S.): +1 (617) 507-2559 Tel. (Israel): +972 (3) 533-3675 • Fax (Israel): +972 (3) 761-7205 Case Study: Royal Bank America http://www.sysaid.com page 3