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A Leading Investment Management Firm’s Digital Transformation

Jolera

November 26, 2024
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Optimizing IT Operations While Reducing Costs

Business Challenges

A prominent North American investment management firm faced several challenges in managing their expanding IT infrastructure:

  • Growing portfolio of business-critical applications requiring sophisticated support
  • Expanding workforce requiring reliable IT services
  • Increasing operational costs
  • Need to maintain exceptional service levels while scaling operations
  • Complex regulatory and compliance requirements in the financial sector
Industry

Financial Services

 
Client

Leading North American investment management organization

 
Goal

Robust, secure, and efficient IT infrastructure to support its operations and maintain its competitive edge in the investment management sector

Solution Overview

Jolera implemented a comprehensive managed services approach that included:

Infrastructure Optimization
  • Performed comprehensive license review and optimization
  • Consolidated enterprise licenses and eliminated redundant subscriptions
  • Optimized cloud backup and storage systems
  • Implemented efficient resource allocation strategies
Enhanced Service Delivery
  • Deployed specialized enterprise architecture expertise

  • Integrated DevOps services for improved efficiency
  • Established proactive monitoring and support systems
  • Maintained strict SLA compliance across all service areas
Scalable Support Structure
  • Implemented flexible support model to accommodate workforce growth

  • Enhanced application support capabilities
  • Maintained consistent service quality despite increased demand

Proven Client Results

Substantial Cost Reduction

  • 11.5% decrease in operational costs
  • Reduced annual OPEX by $300,000
  • Significant monthly savings through license optimization

Increased Service Capacity

  • 36% increase in ticket handling capacity
  • 14.3% expansion in supported applications
  • Successfully supported 7.7% workforce growth

Maintained Service Excellence

  • Consistent response time of 17 minutes
  • Average resolution time of 7.5 hours
  • 98 Net Promoter Score
  • 98% Customer Satisfaction Score

Key Benefits

Cost Optimization

Significant reduction in operational expenses while expanding services.

Optimized licensing and infrastructure costs.

Scalability

Successfully handled increased workload without compromising quality.

Supported growing application portfolio and user base.

Service Quality

Maintained exceptional service levels despite increased demands.

Consistent high performance in customer satisfaction metrics.

Operational Efficiency

Streamlined IT operations

Enhanced resource utilization

Improved service delivery processes

Client Testimonial

“Jolera has demonstrated an exceptional ability to reduce operational costs while significantly expanding their scope and efficiency. Their commitment to maintaining exceptional service standards while driving cost efficiencies has been truly impressive. The team’s ability to grow and adapt while maintaining high standards of customer satisfaction is remarkable.”

Senior Director, Enterprise Applications and IT Services

Start Your IT Transformation Today

Unlock the potential of your business with our tailored IT solutions. Get a free initial assessment and see how Jolera can streamline your operations.

Start Your IT Transformation Today

Unlock the potential of your business with our tailored IT solutions. Get a free initial assessment and see how Jolera can streamline your operations.

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