Global Financial Services Firm
A leading global finance and banking company required a complete managed document solution to improve its print management and document security. The business partnered with Pinnacle to implement a comprehensive solution using Xerox Workplace Cloud with Single Sign-On Workflow. This solution was delivered across the UK, Europe, the USA, and United Arab Emirates.
Addressing Key Challenges
The company faced several challenges that prompted the need for change:
- A fractured and disparate printer estate.
- Frequent, fast-moving changes within business locations.
- Limited print management and document security.
- Lack of single sign-on workflow or scanning capabilities.
Industry Trends Driving Change
The need for improved print management and security was driven by:
- Increasing hybrid working practices.
- Rising concerns about cyber security.
- Greater demand for efficient document management.
What the Company Sought in a Solution
The customer required a managed document solution that could:
- Centralise print management and security.
- Provide a secure and streamlined workflow to support their global network.
Why Pinnacle’s Solution Stood Out
Pinnacle’s solution provided significant advantages:
- Proactive assessment in all areas of our (we the client) requirements, creating personalised and bespoke reports to address our challenges.
- An integrated solution that combined security, usability, and workflow control to provide true business value.
- A streamlined approach that allowed us (the client) to pull multiple requirements into one cohesive platform.
Implementation
Following a successful proof of concept, Pinnacle collaborated with the customer’s senior leadership team to produce a detailed scoping document and statement of work. This ensured all parties were aligned for a smooth deployment and implementation process.
Partner Collaboration
Pinnacle worked closely with the customer’s internal IT services` delivery team, Xerox, and its European Innovation Centre to deliver the solution effectively.
Overcoming Implementation Challenges
The implementation process was streamlined and efficient, thanks to Pinnacle’s proactive engagement and close partnership with the customer.
Results and Benefits
Following implementation, the customer experienced several improvements:
- Dedicated Support Desk: Improved access to ongoing support.
- Global Account Management Structure: Ensured dedicated, proactive support for international teams.
- Improved Document Management and Security: Ensured sensitive data is managed securely.
- Operational Cost Savings: Removal of on-premises print servers reduced infrastructure costs and improved efficiency.
Pinnacle’s solution enabled this financial services firm to achieve improved security, enhanced document management, and operational savings, positioning the company for continued success in its global operations.