Financial Services Case Studies and Success Stories with ControlMap
CASE STUDY Richard Fleischman and Associates, Inc (RFA)
Cognition360 helped RFA, a global IT and financial cloud provider, improve business efficiency. RFA needed better ConnectWise reporting to support growth. They chose Cognition360 for its easy deploym...ent and custom reporting. After a year, RFA saw a 15-20% increase in efficiency. The solution also saved costs and improved decision-making with fast, comprehensive KPI reporting.
Information Technology and Services Case Studies and Success Stories with ControlMap
CASE STUDY Network Doctor
ControlMap helped Network Doctor achieve SOC 2 compliance. The company needed a better way to manage compliance and risk assessments. ControlMap made it easy to gather information and keep everything... in one place. The tool was built for MSPs and was intuitive to use. Network Doctor used ControlMap to strengthen its internal security and lead by example for its clients.
Quoter helped ArcLight Group meet strict insurance compliance rules. The software let them show all security options in quotes, so clients could accept or decline each one. This removed the need for ...extra forms and made the process faster. ArcLight now documents every client choice, lowering their liability. The system also saves time and keeps client relationships strong.
Cognition360 helped Managed Solution fix service desk reporting and commission issues. The company used Cognition360 to get accurate data and create better reports. They replaced an external accounti...ng company and automated commission calculations. This change saved them about $100,000 a year. Managed Solution now has better support and more accurate operations.
ControlMap helps Vigilant Systems deliver Compliance-as-a-Service to clients worldwide. Vigilant uses ControlMap to manage complex compliance tasks, including ISO 27001, SOC 2, and HIPAA support. The... platform integrates with Confluence and Notion, saving hours of manual work. ControlMap makes compliance management smooth for clients and auditors. Vigilant creates easy-to-follow compliance plans and builds trust with clients using ControlMap.
Lifecycle Manager helped Alvarez Technology Group set clear service standards for clients. ATG used asset monitoring and reporting to spot risks and prevent problems. The tool made it easy to show cl...ients which assets needed attention. This built trust and helped clients plan for upgrades and budgets. ATG saved time and money, leading to steady and increased revenue.
Cognition360 helped Cinos solve complex ConnectWise reporting problems. Cinos struggled to access project financials and billing data in ConnectWise. Cognition360 delivered custom Procurement and Com...mission Reports, making it easy to track products and billing by payment profile. Cinos can now bill £260,000 in just one hour, a task that used to take much longer. The solution increased efficiency and reduced manual errors for Cinos.
Cognition360 helped IT Weapons break through data management limits. The company struggled to get useful insights from large amounts of data. Cognition360 provided a data warehouse and easy-to-use Po...wer BI reports. Staff can now access accurate data, make predictions, and find new insights. IT Weapons saved time, defined KPIs, and moved away from Excel spreadsheets.
ControlMap helped Plus 1 Technology simplify and automate their compliance process. The MSP needed a system that staff could easily use and hand off. ControlMap provided a centralized platform for ma...naging compliance and risk data. The risk register feature let them track threats and mitigation plans in one place. This made their Compliance as a Service offering faster and easier for both staff and clients.
Lifecycle Manager helps Ekaru make quarterly business reviews faster and more useful. Ekaru supports small businesses in Boston with managed IT services. Before, preparing for meetings took too long ...and was hard for clients to follow. Now, Ekaru uses Lifecycle Manager to collect and organize data ahead of time. This saves time and makes meetings clearer for clients. Ekaru can answer questions and explain risks better, helping clients make smart choices about technology and security.
Cognition360 LIVE helped FXTI improve tech team efficiency and customer satisfaction. FXTI used the dashboard to see live ticket data and balance workloads in real time. This led to better productivi...ty, higher profitability, and faster ticket resolution. FXTI now achieves a Net Promoter Score of 9.5 out of 10. Their marketing is built on this high NPS, helping them attract and retain customers.
Backup Radar helps ited, an IT consultant in Montreal, manage backups for small and midsized business clients. Manual backup processes wasted time and sometimes failed to alert staff about errors. Ba...ckup Radar automated monitoring, reduced alert noise, and let the team catch misconfigurations early. The NOC team now responds to issues faster and prevents data loss. Staff have more time to improve processes and deliver better service.
Cognition360 helped Advanticom improve service delivery and operational efficiency. Advanticom struggled with slow, limited reporting from ConnectWise. They chose Cognition360 for its easy cloud repo...rting and MSP-focused support. After switching, Advanticom eliminated manual pivot tables and gained real-time KPI analytics. This saved hours each week and increased value from their data.
Cognition360 helped AZTech IT Solutions improve technician efficiency. The company used Team Utilization and Agreement Profitability reports. Within weeks, technician utilization increased by about 2...0 percent. Average utilization rates rose from below 75 percent to above 90 percent. AZTech IT Solutions now has better insight into customer profitability and can make smarter business decisions.
Cognition360 helped TechPath, Brisbane’s largest MSP, improve staff profitability by more than 12% in one year. The platform gave TechPath real-time data and faster reporting, cutting report creation... from two days to a few hours. Agreement profitability increased by over 10%. Custom dashboards made it easier for account managers to track budgets, analyze spending, and resolve tickets. TechPath now makes better business decisions and delivers improved service to clients.
Backup Radar helped MicroAge Swift Current automate backup monitoring. Before, they tracked backups with emails and spreadsheets, missing some failures. This led to lost time and risked client data. ...With Backup Radar, all backups are tracked in one dashboard. The team now saves more than 10 hours each week. This time savings lets them focus on other work and increases revenue. The process is now fast and reliable.
ScalePad IT Asset Disposal in Lifecycle Manager helped TeamLogic IT fix a slow and risky asset disposal process. Before, they had to store old client equipment for weeks or months, which was a securi...ty risk. The team even used drills to destroy hard drives, leading to accidents. With ScalePad, TeamLogic IT made asset disposal safer and faster. This improved client experience and added new profit for the business.
Backup Radar helped River Run fix backup reporting problems. River Run lost a client because missed backups went unreported. They needed a better way to track backups and keep data safe. Backup Radar... gave them clear alerts for non-operational backups. This made their backup process more reliable. River Run now protects client data better and avoids lost revenue from backup failures.
Lifecycle Manager helps Alvarez Technology Group explain IT risks to clients using visual reports. The color-coded graphics make it easy for clients to see hardware status and understand what needs a...ttention. This builds trust and helps clients plan and budget for upgrades. Alvarez Technology Group uses these reports to have open conversations and avoid surprises. Clients feel more confident and prepared for future IT needs.
Cognition360 helped NexusTek, a top 25 MSP with over 320 employees, solve reporting challenges after multiple acquisitions. NexusTek needed to merge data from several ConnectWise instances for better... efficiency. Cognition360's multi-tenant data warehouse let them access and combine data quickly and easily. This gave NexusTek real-time business insights and sped up the integration of new companies. The solution allowed NexusTek to do more with less, using fewer resources and improving service quality.
Quoter helped Wilkins IT Solutions make sales faster. The company used Quoter’s integrations for PSA, distributors, e-signature, and online payments. Now, even junior staff can prepare quotes in minu...tes. The sales process is now one step and takes five minutes or less. Quoter lets the team send one email instead of three or four. This saves time and helps the remote team work better together.
Lifecycle Insights helped Alt-Tech Inc. improve client engagement and save time on QBR reporting. The old process was manual and took a full day for four meetings. Clients were not engaged with the s...lide decks. With Lifecycle Insights, Alt-Tech automated reports and used real-time data. This change saved six hours per week and made meetings more impactful for clients.
Cognition360 helped VGM Forbin solve reporting issues with ConnectWise Manage. The company struggled to get clear data on costs and agreement profitability. Cognition360 customized reports for them. ...Now, VGM Forbin can see project and service profitability at any time. They spot cost spikes and make better staffing decisions. The solution made reporting easy and improved management decisions.
Cognition360 helped Savant CTS fix problems with manual reporting. Before, the team struggled to get accurate data on ticket lifecycle, tech efficiency, and profitability. With Cognition360, they now... get daily actionable insights. This improved team unity, made remote tech management easier during COVID, and helped identify unprofitable customers. The software made work easier and boosted customer satisfaction and retention.
Cognition360 helps SUCCESS Computer Consulting manage capacity for over 200 clients. The company struggled to schedule field visits while keeping enough resources for new clients. Cognition360 provid...es reliable reports on current and future capacity. All departments now use Power BI reports to answer questions quickly. SUCCESS can now trust their data and make better decisions.
Lifecycle Manager helped ITECH Solutions move from basic IT support to managed services. The tool gives high-level reporting and clear asset data. ITECH now plans and budgets with clients months ahea...d. This change increased quote win rates and built stronger trust. Lifecycle Manager made lifecycle and warranty tracking simple and clear. ITECH shifted to a results-based, proactive strategy for better client outcomes.
Curatrix Technologies used ScalePad Lifecycle Manager to move from a reactive to a proactive managed service provider model. They wanted to improve client satisfaction and consistency by preventing i...ssues before they start. With Lifecycle Manager, Curatrix created structured quarterly business reviews and could forecast client needs up to 12 months ahead. This helped them plan hardware replacements and maintain high-quality service. The new approach made client meetings more effective and improved overall operations.
