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Client Case Study A Win for the Financial Industry "I just want to personally thank you for everything that you've done for us. I know, without a doubt, Visionary IT has gone above and beyond for us and it doesn't go unnoticed. We'll be doing business for as long as we're in business. Thanks again for your help in our transition."

CRL Lending Scottsdale, AZ

-James Ladarski - VP of Operations Industry Realty & Finance

Customer Profile: Employees : 15

IT Environment Windows Server 2008 15 Desktops 1 Server


CRL Lending is a nationwide mortgage lending company specializing in 2nd mortgages. At their Scottsdale, AZ headquarters 15 employees and 3 managers rely on mission critical technology, such as Calyx Point Server for daily business operations.

Customer Challenges: Soaring IT costs, lack of centralized document management and downtime of Calyx Point Server became major problems that directly impacted CRL’s bottom line. Compounding these problems was the constant worry of data loss & lack of security that were potential grounds for legal issues. Frustrated and losing control, CRL knew that there had to be a better way to manage & support their systems.

-Daily offsite backup -Hosted Exchange Server -Remote Database Backup - 24x7 Service Desk

Visionary IT Phoenix, AZ 602.754.0101

The Solution: To start a baseline was created as a starting point to measure initial performance and track progress of newly implemented support. 1. Total Care Support Plan —This support plan resulted in productivity gains as a result of reducing PC problems by roughly 90% through proactive maintenance & security, along with Anti-Virus & content filtering. 2. Daily off site backup of the Calyx Point Server Database, was chosen as a fundamental recovery solution. A file server was implemented for centrally managed access to scanned documents and critical files. 3. Subscribing to a Hosted Exchange Server plan allowed staff to share calendars, centralize the storage of important files, saving CRL $5,000/yr.

A Win for the Financial Industry  

A Win for the Financial Industry

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