## Scaling Smarter: Global ## ITAM Overhaul with Oomnitza **3** seconds to find software installed on a device, down from 20 minutes **One** FTE savings in time and effort **$150K** license cost savings for underutilized software ## “ **Oomnitza’s solution delivered a** **massive win for our company,** **allowing us to track our global** **asset fleet, meet our compliance** **goals, and increase our bottom line.** Director, Corporate Support Services ## About the Company This financial analysis company delivers integrated financial data and analytical tools to more than 180,000 investment professionals around the world. Headquartered in Norwalk, CT, the company employs over 11,000 people across 37 offices in 20 countries, all powered by a global network of IT assets and services. --- ! ! # Precision at Scale: # Transforming # IT Asset Management in 30 Days ## size could take three 30 Days The company’s IT infrastructure supports thousands of employees across the globe—but behind the scenes, managing over 30,000 assets had become a troublesome, manual effort. For years, managers struggled with highly manual processes supported by numerous, complex spreadsheets. As expected, finding timely information about any given asset was a painful process in which they sometimes spent weeks just on spreadsheet analysis. On top of that, managing software licenses was a huge and time-consuming task, and license non-compliance could carry expensive fines and other hidden costs. To boost operational efficiency and control costs, the firm wanted to automate their entire IT asset management (ITAM) process and create a single pane of glass view into their IT estate. The time was right for the company to implement a comprehensive modern IT asset management solution. But they needed to move fast. The firm benefits from purchasing assets duty-free through their offices in special economic zones in India and the Philippines. With tight regulations in these zones, they wanted to stay ahead of the regulatory requirements. Accurate and detailed IT asset reporting was critical to their future success in these regions. By choosing Oomnitza’s modern IT Asset Management (ITAM) solution, the company turned things around quickly—automating asset tracking, improving compliance, and saving both time and money. In just weeks, the company gained real-time visibility into their IT environment and freed up their IT team to focus on more strategic work. ## “ **On average, a software** **audit in a company of our** **size could take three** **months, spanning many** **hours of work for both IT** **and Legal.** Director, Corporate Support Services --- # Overcoming the Roadblocks of Complex IT Assets Managing IT at a global scale is no small feat. For this financial analysis firm, the challenge wasn’t just the number of assets, it was the lack of a unified system to manage them. Here's a closer look at what they were up against: ## A Maze of Spreadsheets and Manual Tracking More than 30,000 devices, including laptops, desktops, and docking stations, were managed through a patchwork of spreadsheets. Simple tasks—like finding warranty details— could take weeks of back-and-forth with vendors and countless hours of data wrangling. ## Software Audits That Drained Time and Resources With more audits on the horizon, the company knew their software license management process wasn’t sustainable. Each audit took months and required hours of work from both IT and Legal teams. The risk of non-compliance and financial penalties loomed large. ## Regulatory Pressure in Special Economic Zones The financial analysis firm benefits from duty-free hardware purchases in India and the Philippines, but with that comes strict regulatory oversight. The company needed airtight asset reporting to meet these requirements and avoid disruptions. ! ## An Urgent Need to Move Fast and Integrate Smartly The company didn’t have 18 months to roll out a solution. The team needed something fast, flexible, and compatible with their diverse environment of technology management systems like Microsoft, Intune, Azure AD, VMware Workspace ONE, eazyBI, and Workday. ## Challenges **The company faced growing** **inefficiencies and compliance risks** **while managing 30,000+ IT assets** **through manual processes and** **disconnected systems. These** **challenges highlighted a real need for** **a scalable, automated solution that** **could deliver real-time visibility and** **control.** Manual, spreadsheet-based IT asset tracking Difficulty locating asset data and warranty details Lengthy, labor-intensive software audits Tight compliance requirements in regulated economic zones --- ! ## Transforming IT Asset ## Management at Global Scale After implementing Oomnitza, the company didn’t just improve their IT operations—they reinvented them. Here’s how the company turned major pain points into big wins: ## Quick Setup, Big Results Unlike other ITAM tools that can take a year or more to implement, Oomnitza was up and running at the firm in just one month. Within weeks, they had pulled in thousands of asset data points from across their device management tools—giving the team a much-needed bird’s-eye view. ## Lean Team, Global Reach Today, a dedicated team of just four people manages the company’s entire ITAM system. That freed up the broader 55-person IT department to focus on more strategic projects, while also saving the time equivalent of a full-time employee. ## Audit Confidence in Seconds, Not Months Now with Oomnitza, finding software installed on a device takes seconds—no more waiting 20 minutes or digging through logs. That means audit prep is now fast, easy, and far less stressful, which helps the firm avoid costly surprises. ! ## Smarter Budgeting and Lifecycle Planning The company can now forecast purchases in minutes and track the age of their devices in real time. This allows the company to plan smarter refresh cycles and better manage warranties—saving money while getting more from their IT fleet. # The Outcomes **By implementing Oomnitza, the** **financial analysis firm gained rapid** **visibility, streamlined operations, and** **unlocked major cost and time savings** **across their global IT environment.** A deployed ITAM solution in just one month 55-person IT team freed up; ITAM managed by a 4-person group Audit readiness improved—from months to seconds $150K saved on unused software licenses ## Greater asset visibility, reporting Audit Confidence in Seconds, Greater asset visibility, reporting accuracy, and cost control --- ! ## Real Cost Savings and License Optimization The firm used Oomnitza’s SaaS module to uncover nearly $700K in software spending and quickly identified $150K in unused software licenses. Licenses tied to inactive accounts were reallocated or removed, helping the company trim costs without cutting corners. ## Remote Work and Mobile Asset Visibility When employees shifted to remote work, Oomnitza helped the company’s IT team keep tabs on home office gear, new hire equipment, and mobile devices. Thanks to integrations with their telecom expense and mobile device platforms, the company now has comprehensive visibility from HQ to home. ! ## “ **Looking at assigned licenses and active logins in one simple chart** **is really powerful in helping us save money and time.** Director, Corporate Support Services