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ConvergeOne Cloud Experience (C1CX) Case Study for Lending Institution

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A LENDING INSTITUTION UPGRADES TO THE CLOUD ConvergeOne Cloud Experience (C1CX) Private Cloud C ase Study | Customer Challenge A national lending institution that helps subprime car buyers obtain auto financing was seeking ways to better maintain its systems. The company had recently consolidated to a single location, with an IT team of around only five people to support 500 users. The IT team lacked unified communications (UC) and contact center enterprise expertise and, while it had offloaded much of the heavy liing, the team was overwhelmed by having to maintain the call systems, call recording, and workforce management solutions. The company wanted to keep its skill sets in-house, but its lack of internal UC and contact center expertise and the demands associated with continually maintaining its systems have le it searching for outside assistance – and previous bad experiences have le it wary. The company had to perform upgrades on its systems and it brought in a third party to handle the upgrade, but the process ended up being extensive and onerous. With the next upgrade quickly approaching, the company needed to get out of the cycle of time-consuming upgrades and patches and reduce the role it played during the upgrade process, while ensuring the systems remained up-to-date. Knowing this, the chief information officer (CIO) turned to the company's long-term advisor, ConvergeOne, for assistance. ConvergeOne implemented its contact center more than ten years prior and managed the environment with the exception of updates, patches, and moves/adds/ changes. While the company was open to working with its trusted partner, it was reluctant to undertake a costly project. The company was limited by a conservative budget, but eager to explore cost-effective solutions that would lead to improved management of its communications environment. The company hired a consulting firm to explore a variety of options for offloading the management of its communications solutions, from Result The customer offloaded responsibilities for handling the onerous upgrades and patches for its communication systems to a trusted partner. Outcome The customer moved into the ConvergeOne Cloud Experience (C1CX) private cloud, with ConvergeOne taking control of its upgrades and patching to free up internal resources to focus on core business issues. • Cut so costs associated with maintaining its systems • Strengthened business continuity

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