Case Study

Version2 Gives Customers Direct Access To Information With Secure Documentation Solution

Source: IT Glue
Version2-logo

Version2 was founded in 2007, in Chicago, Illinois and they offer cybersecurity, cloud services and managed IT solutions for clients who have a range of 5 to 150+ computers.

Version2 needed to consolidate all of their clients’ information into one place and automate everyday tasks. Keep reading to learn about how IT Glue helped Version2 create new standards and processes in their business with relationship mapping, integrations, flexible workflows, secure password access, and more.

The Challenge

Version2 is a Chicago-based MSP that has 14 employees and serves clients nationwide. The company did not have a clear system of documenting the IT environments it serviced. Word documents and Excel spreadsheets were used widely to manage everything from customer inventory to network maps and serial numbers. This proved to be quite challenging and time-consuming.

Moreover, Version2 struggled to keep their passwords safe since they were relying solely on protecting this vital information in a password manager with a golden key. The MSP also witnessed information sprawl caused by using separate documents for every client and their assets. As a result, too much time was spent looking for the required information, day in and day out.

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