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Customer Challenges A mortgage lender and broker based in Northern California operates as a branch of a parent company, with over 100+ locations and over 800 loan agents and employees. Its roots stem back to 1986. As the company grew, its need for managed IT became paramount. The CIO was faced with the decision to either purchase $2 million worth of hardware or move to an operational expenditure model. With the uncertainty of the housing market and a forecasted dip, buying various amounts of brand new hardware that would last ~5 years was not ideal. The customer also wanted to free its IT staff from monotonous day-to-day IT tasks to instead work on improving applications, business analytics, and various integration projects. The Engagement Process The customer’s decision makers had previously worked with the sales partner and trusted that he understood their business, buying process and needs from an IT standpoint thoroughly enough to make an educated decision on a man- aged cloud services provider. The partner shared a recent RapidScale reference to demonstrate our proven success with Citrix and Desktop as a Service (DaaS), which cemented the customer’s confidence in us being the right fit. RapidScale had all hands on deck during the customer engagement, with our executive, sales and solutions engineering teams all instrumental in articulating and conveying our vision, technical capabilities, final design and legal details. We worked hand-in-hand with the mortgage company to ensure that the final solution would fulfill all of their urgent IT needs. We discovered that management was a key need as the customer moved IT to the cloud. A mortgage company avoided $2 million in capital expenditure by moving to RapidScale’s managed cloud services and utilizing consumption-based services. Case Study CloudFinancial Mortgage Lender and Broker Northern California Challenges Heavy CapEx spending Due for massive hardware refresh of $2 million Limited IT resources Need for scalability due to market uncertainty RapidScale Solutions CloudDesktop (DaaS) CloudServer (IaaS) CloudRecovery (DRaaS) CloudSecurity Office 365 A Cox Business Company

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Page 1: CloudFinancial Case Study€¦ · CloudFinancial Case Study “RapidScale was able to provide a level of hands-on customer service that is unrivaled in the marketplace, and easily

Customer Challenges

A mortgage lender and broker based in Northern California operates as a branch

of a parent company, with over 100+ locations and over 800 loan agents and

employees. Its roots stem back to 1986.

As the company grew, its need for managed IT became paramount. The CIO was

faced with the decision to either purchase $2 million worth of hardware or move

to an operational expenditure model. With the uncertainty of the housing market

and a forecasted dip, buying various amounts of brand new hardware that would

last ~5 years was not ideal. The customer also wanted to free its IT staff from

monotonous day-to-day IT tasks to instead work on improving applications,

business analytics, and various integration projects.

The Engagement Process

The customer’s decision makers had previously worked with the sales partner

and trusted that he understood their business, buying process and needs from

an IT standpoint thoroughly enough to make an educated decision on a man-

aged cloud services provider. The partner shared a recent RapidScale reference

to demonstrate our proven success with Citrix and Desktop as a Service (DaaS),

which cemented the customer’s confidence in us being the right fit.

RapidScale had all hands on deck during the customer engagement, with our

executive, sales and solutions engineering teams all instrumental in articulating

and conveying our vision, technical capabilities, final design and legal details. We

worked hand-in-hand with the mortgage company to ensure that the final

solution would fulfill all of their urgent IT needs. We discovered that management

was a key need as the customer moved IT to the cloud.

A mortgage company avoided $2 million in capital expenditure by moving to RapidScale’s managed cloud services and utilizing consumption-based services.

Case StudyCloudFinancial

Mortgage Lenderand Broker

Northern California

Challenges

Heavy CapEx spending

Due for massive hardware refresh of $2 million

Limited IT resources

Need for scalability due to market uncertainty

RapidScale Solutions

CloudDesktop (DaaS)

CloudServer (IaaS)

CloudRecovery (DRaaS)

CloudSecurity

Office 365

A Cox Business Company

Page 2: CloudFinancial Case Study€¦ · CloudFinancial Case Study “RapidScale was able to provide a level of hands-on customer service that is unrivaled in the marketplace, and easily

The Outcome

The engagement process revealed many parallels between the customer’s needs

and RapidScale’s core competencies. Moving to an operational expenditure

model enabled the mortgage company to utilize consumption-based services,

allowing them to scale up or down as they please. The CIO was also in the

market for a managed solution that didn’t need to be maintained internally to free

up his IT team, and RapidScale was easily able to take on this management.

The customer previously used a hybrid colocation provider that offered Infrastruc-

ture as a Service (IaaS) and Citrix services, but didn’t nearly understand them at

the level that RapidScale’s team does. We have Citrix-certified engineers

in-house and a thorough understanding of both IaaS and Citrix’s virtual desktop

technology, our two core offerings. RapidScale was able to provide a level of

hands-on customer service that is unrivaled in the marketplace. In addition to our

thorough understanding of Citrix environments with our CloudDesktop solution,

our team is also very well versed in Zerto and Mimecast - products that the

customer was already using and wanted to continue with through our CloudRe-

covery and CloudMail offerings.

CloudFinancial Case Study

“RapidScale was able to provide a level of hands-oncustomer service that is unrivaled in the marketplace,and easily took on the management aspect that wasa key need for the mortgage company.”

Final Solution Highlights

Move from CapEx to OpEx

Massive cost savings

Citrix, Zerto and Mimecast expertise in-house

Full management capabilities

Scalability with consumption-based services

Final MRR: $120kTerm Length: 36 months

Sales: (866) 371-1355 Support: (866) 686-0328rapidscale.net

A Cox Business Company