Case Study: Evolving from ITAD Vendor to Strategic IT Partner

Overview
A locally headquartered financial services company with over 10,000 employees first engaged our team for secure and compliant IT Asset Disposition (ITAD). What began as a single-service engagement has grown into a comprehensive IT hardware asset management partnership—supporting everything from imaging and deployment to storage, repair, and end-of-life solutions.

Challenge
This client needed a dependable partner to handle the secure disposition of IT assets, with strict compliance and data protection requirements. Over time, they also sought help with other parts of their IT lifecycle—managing overflow, streamlining new deployments, and finding value in assets that didn’t meet their internal use standards.

Our Solution
Our partnership deepened through consistent execution, transparent communication, and a strong understanding of their evolving IT needs. As we proved our reliability, they entrusted us with more responsibility across their IT hardware lifecycle:

• Secure ITAD Services: Our initial engagement focused on secure, compliant ITAD with full chain-of-custody and data destruction documentation.
• Imaging & Deployment: As trust grew, we took on device imaging, ensuring systems were provisioned and ready to go—reducing the burden on their internal teams.
• Office-in-a-Box: We introduced our “office in a box” solution: pre-configured, plug-and-play kits that streamline employee onboarding and reduce deployment friction.
• Asset Storage & Procurement: We began storing their overflow hardware and purchasing a large volume of EOL equipment that no longer met their standards—but still held strong resale value in secondary markets.
• Community-Centered Donations: In keeping with their commitment to community outreach, they choose to donate some high-quality devices that others might sell. We support and respect that process, helping to ensure those donations are handled securely and responsibly.
• Custom Security Infrastructure: Recognizing their high security standards, we constructed a dedicated badge-access room within our warehouse, equipped with 24/7 monitoring, exclusively for their assets.
• Off-Site Server Access: Due to our track record and adherence to security protocols, we are now their only off-site location with authorized access to critical server equipment.
• Volume-Based Discounts: With their scale, we implemented volume-based pricing that drives significant ongoing savings.
• Break-Fix Repair Support: Most recently, we’ve taken on field repair and break-fix services—relieving pressure from their internal IT staff and improving response times.

Results
Through consistency, adaptability, and a proactive approach, we’ve grown from a single-service provider into a trusted IT partner. Today, we support this major financial institution across nearly every stage of the IT asset lifecycle. Our ability to scale with their needs, maintain strict security, and create measurable cost savings has positioned us as an extension of their internal IT team—something we take pride in earning over time.