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Client Testimonials and Case Studies

Small credit unions save big with Emergifi.

Over ten small credit union executives with no full-time IT professionals on staff needed assistance with standardizing their computer hardware and software and finding a host for email. Many of them also needed to implement an automated backup solution, enhance disaster recovery, and provide secure data access to their members. Emergifi provided the following solutions for these small credit unions: product procurement for purchase, setup, and staff training of new credit union desktops and laptops deployed throughout the organizations; Microsoft 365 Business Premium which includes Microsoft 365 software, to replace older versions of Windows and Office found running within the credit unions; email migration services; and cloud-based backup solutions. These credit unions now operate from the modern Microsoft work productivity solutions, which place them on a competitive par with financial institutions of a much larger scale/size. The credit unions eliminated the need for maintaining expensive on-premise servers – which means no more server purchases, maintenance costs, and licensing challenges – for hosting email and file storage. Each credit union now has an automated daily cloud-based backup solution that protects all systems and devices, anywhere at any time. Backup solutions are managed by Emergifi and include physical, virtual, and cloud server backup software, storage management, secure file sharing, and system deployment.

Upgrading your phone system has never been easier, thanks to Emergifi.

Marshfield Medical Center Credit Union had a 20-year-old, on-premises, phone system that was no longer supported by its telecommunications company. In preparation for a possible change in phone systems, the credit union needed to have cabling tested. Emergifi provided cable testing and reporting services to the credit union, which included summarized tests performed on each cable to determine if the cabling needed to be replaced or repaired. The credit union estimated it saved over $40,000 by electing Emergifi’s cable and testing reporting services when compared to proposals from other vendors.

In addition, the credit union selected the RingCentral cloud-based unified communications as a service platform and elected for Emergifi to lead the phone system conversion, training, switch upgrades, and implementation. As a result of the phone system upgrade, the credit union now operates from an all-inclusive cloud communications and collaboration system which includes:

  • Integrated voice, fax, conferencing, instant messaging, video meetings, and team collaboration for every employee;
  • A unified platform for employees, credit union members, and partners to communicate with one another;
  • Ease of management, complete administrative control, and simple user activation;
  • Easy scaling for future growth including the ability to easily add more phones, users, or numbers;
  • Mobile design for a distributed workforce;
  • Enterprise-grade reliability, guaranteed quality of service, and security with best-in-class encryption standards;
  • Simple per-user pricing – no separate maintenance and support contracts; and
  • Low Total Cost of Ownership (TCO) and savings on Capital Excentre (CAPEX).

Your CIO’s best friend… Large credit unions with a national presence can benefit from Emergifi too!

Altra Federal Credit Union, a large credit union with 19 branches in eight states, was seeking Microsoft 365 implementation. They required proof of concept or pilot for use within their IT department as a phased-in approach to Microsoft 365. Previously, the credit union had an on-premises Exchange email system, on-premises Windows-based file servers, and subscribed to Microsoft 365 for all employees in the organization.

Emergifi was able to provide consulting services, which included the following: Microsoft cloud security and compliance training, a Microsoft cloud risk assessment, and a Microsoft cloud risk assessment board presentation. Additionally, the credit union selected Microsoft 365 hybrid implementation connect on-premises Exchange to Exchange Online; email migration services from on-premises Exchange to Microsoft 365, Microsoft Intune Proof of Concept implementation for mobile device management. Emergifi helped configure Microsoft 365 security, setup and configure the information technology “team” and Microsoft 365 group and channels, assisted the credit union in deployment of the latest version of Microsoft 365 to end user devices, and provided training and support to the IT department.