A DC-based financial services firm had just opened up their first office with four loan officers and a small administrative staff. They had aggressive plans to scale the business quickly, adding additional loan officers who would work remotely across the country.
They knew that that choosing the right IT consulting services would be key to making this happen efficiently, and started a search for the best IT consulting service company in the Washington DC area to help kick start their new business.
As a small business, the owners knew it was important to consult with IT experts before investing any significant capital into technology solutions. Some of the staff were considering investing in a custom software solution, which would have been a huge investment.
After selecting Ntiva IT consulting services to do the job, the first step was to do a software and hardware audit to see what was in place, followed by an extensive conversation with the owners on what they were trying to achieve.
We quickly determined that paying to develop a custom software solution would not be a good choice. They were getting ridiculously expensive quotes to develop what they thought they needed, and had not factored in the ongoing maintenance costs that would have been required year after year.
Instead, we put out an RFP on their behalf and chose the best out-of-box software solution that would meet their needs, at a greatly reduced cost.
The implementation also included custom integration with their business phone system as well as the file sharing system they had in place.. This was all part of ensuring the entire system would be as tightly integrated and efficient as possible.
Putting the correct technology infrastructure in place based on the business goals of the organization was key to helping this financial services firm get off the ground cost-effectively, avoiding wasting precious investment dollars on custom software that was not necessary.
Utilizing IT consulting services upfront also provided a solid spring board for growth, as we were able to determine the exact cost of each new hire, giving them the information they needed before hiring additional loan officers.
This particular business model was so successful they expanded it to adjunct opportunities, going after additional target markets across the U.S.
In addition to the upfront IT consulting work, Ntiva continues to support the day-to-day IT needs of the company with our Managed IT services and support which includes annual IT strategy sessions to keep them on track.
Taking the worry of technology out of the hands of the business and into the hands of the It experts proved to be the right choice for this ambitious finance firm!