In 2008, Crossroad Distributor Source (CDS) realized that it was outgrowing QuickBooks as an inventory management solution. The company needed distribution centers in other cities, and QuickBooks as a standalone was not an option. Other issues were identified, such as customer- and volume-specific pricing models, key performance indicators, such as on-time delivery, fill rate, and traceability recordkeeping that had to be satisfied. Additionally, CDS had made a decision to bring in house all of its kit assembly, and needed a robust software package to address all these concerns. The biggest challenge was cost. Many of the accounting and inventory management software systems used in the industry were costly, often costing a minimum of $15,000 before you actually got what you wanted. At this point in the young company’s history, that sort of expenditure was impractical.

Quality Pet Products, a wholesale distributor of pet foods, faced a fourfold business challenge. They needed to cut operations time and expense, develop processes and procedures to become AIB certified, streamline multiple warehouse/inventory software packages, and create a Web-based order entry system. They wanted to achieve all these while staying on the Intuit® QuickBooks® accounting solution. The company needed software that would streamline its warehouse processes and keep track of bin or picking locations, create bills of lading, calculate weight, and handle date codes, serial numbers and other inventory management items. They also needed to make their warehouse AIB certified as a top manufacturing partner required them to have the certification. Quality Pet Products had the additional challenge of setting up a Web site that could take its wholesale customer orders and drop them directly into his inventory management system.

Sole Envy, a new retail shoe store catering to women, needed an inventory management system that could help track all shoe orders and sales. The challenge was to develop a system that could track inventory down to the color, size, and number in stock. This was crucial in increasing the store's buying power and knowing what brands and styles of shoes were selling best. The system also needed to be easy to use for all employees, provide a powerful POS interface, allow for expansion to other locations, and integrate easily with QuickBooks. Additionally, the founder wanted to make the store processes as environmentally sound as possible.

Stego Industries, a leader in below-slab moisture vapor protection, was struggling with an outdated inventory control system that was not able to handle their growing needs. Their order processing was slow and difficult, leading to inefficiencies and long working hours for their order entry and fulfillment team. They attempted to solve these issues by upgrading to a new version of QuickBooks, but it failed to address their order management problems. The company was in dire need of a solution that could streamline their inventory processes, eliminate double data entry, and provide access to detailed inventory data.

Trimex Medical, a wholesale medical, dental, and hospital supplies distributor, was facing challenges due to its large volume of operations. The company was at a crossroads, needing an effective inventory management system to sustain their competitive position and increase output. The medical supplies industry required allocation of inventory dispersed into many non-traditional stock locales, including consigned inventory, leased inventory, and inventory sold with RMA tracking detail. Additionally, much of the product maintains lot and serial tracking codes. Product liability was detrimental to the success of the company. Knowing exactly what they have and where they have it was fundamental to Trimex’s business model. They needed a solution that was priced at a fraction of an in-house-built solution cost and that wouldn't require them to abandon the familiar QuickBooks accounting software.

In 2009, Wholesale Boutique decided to move the bulk of their business online, launching their website www.wholesaleboutique.com. This decision introduced a new layer of complexity to their operations, as they could no longer handle the increased order volume using QuickBooks as their only application. During their peak season, they spent up to two hours just getting the orders out of QuickBooks Enterprise to process them. Their Shipping Department was nearly unmanageable because of the fact that QuickBooks had limited integration with UPS. They had to manually enter drop ship orders and other shipping information. The company needed to drastically change the way they processed orders if they wanted to keep up with all of their new business. They set out to find an order management system that would integrate with both QuickBooks Enterprise and the company’s eCommerce platform.

FilterFiller.com, an online air filter supply business, was facing challenges in tracking more than 200 SKUs and managing all the purchasing, picking, packing, and shipping required by the company. They needed an easy-to-use inventory system that could integrate with QuickBooks. Additionally, as a new company, they needed help in the design and layout of their new website. The company was also looking for a solution that could handle their light manufacturing needs and integrate with Magento.

The Mending Shed, an online store selling a wide variety of replacement parts, was struggling with its inventory management system. The company was constantly dealing with overages and shortages on inventory, leading to customer dissatisfaction when orders had to be put on back order. The lack of inventory tracking also resulted in misplaced items, leading to a significant amount of unrecoverable inventory. The company was spending more than six hours per day to create purchase orders for all of their vendors. The process of picking each order individually was time-consuming and inefficient, taking two hours per every 100 orders picked. Employees had to memorize where each item was stored in the warehouse, leading to long training periods before they became proficient in picking and processing orders.

Reptile Industries, a large reptile breeder in Naples, Florida, was facing significant challenges in managing its inventory and shipping processes. The company did not have an automated system to keep everything labeled and organized. They used to manually import orders into QuickBooks and hand-write labels for each item on the invoice. This process was not only time-consuming but also prone to errors. As the number of orders increased, the company found it increasingly difficult to manage their shipping and inventory processes efficiently.

Endodontic & Periodontic Associates, a large multi-specialty dental practice, was facing challenges in tracking and managing their inventory. They were not tracking their inventory on a usage basis, either by patient or by office. This lack of information made it difficult for doctors to know if they were being efficient with their supplies and what they should do to increase their efficiency. The office staff would visually check their inventory levels at the end of each month and then order however much they needed to bring inventory back up to the desired levels. But the actual levels were frequently guessed at, which often resulted in higher-than-necessary inventory or even stockouts at each office. Sometimes they would even run out of items required to perform procedures efficiently. Those procedures would have to be postponed and the missing materials had to be rush-ordered at great expense. But the amount of that added expense was difficult to determine without accurate inventory tracking information.

Meander Medical Centre, an award-winning healthcare institution in the Netherlands, moved into a new facility in 2013. The new facility was designed with a state-of-the-art information communications technology (ICT) infrastructure. The hospital's IT team needed to provide secure access to the hospital's IT network for its extensive medical equipment and application suppliers. These suppliers needed access to maintain and support their solutions and track and report on results. The hospital had approximately 80 suppliers who needed access to their network, making it critical to provide access in a way that complies with government regulations concerning healthcare information security. Setting up virtual private network (VPN) connections for each of the suppliers was an unattractive option due to the high skill level required, the maintenance costs, and the inability to audit what was happening during remote sessions.

The customer faced a significant challenge in managing privileged accounts. They were concerned about the risk of security breaches and wanted to tighten operational practices. The customer was particularly concerned about the potential for breaches due to local admin rights being given to users. They wanted a solution that would allow them to elevate privileges only when necessary, reducing the risk of unauthorized access and potential breaches.

Memorial Hermann, the largest not-for-profit healthcare system in the Southeast, needed a remote support solution that met HIPAA requirements for sessions over the Internet supporting their affiliated physician offices. The solution needed to be intuitive and not require pre-installation at regional physician offices. The main challenge was to find a solution that could support physician application issues so that techs did not have to go on-site. The organization was tasked with developing a secure, HIPAA-ready and network-compatible physician support line.

The Michigan State Council of the Knights of Columbus, a statewide fraternal organization affiliated with the Roman Catholic Church, was facing challenges in administering a statewide email system to facilitate communication throughout the organization. The Council provides remote support to approximately 2,000 state directors, local Grand Knights, and other local officers using the email system. However, the varying technology skill levels of the members and the geographical spread across the state of Michigan made it difficult to provide in-person support to everyone. The State Technology Support Director was spending a lot of time on the telephone trying to walk members through setting up their email and sometimes just helping them log into the system itself. The inability to see their computer screen or know whether they were following directions correctly made the troubleshooting process very aggravating for both parties. As a result, they decided they needed a remote support solution to better serve their members.

When Michael Romious joined FFVA Mutual five years ago as senior network systems administrator, users could bring in USB drives from home, install whatever they wanted including games, and otherwise modify their workstations. The consequence was that IT spent considerable time dealing with corrupted operating systems and had substantial expenses replacing machines. Rebuilding systems took “a lot of effort” according to Romious, and inevitably users had files in additional unexpected places, requiring manual efforts to retrieve those files. Users were down for a day or more. These incidents took time away from priority IT initiatives and required 3-24 hours each to identify the issue, mitigate and remediate. Educating users was helpful, but users still couldn’t manage themselves, particularly given increasingly sophisticated social engineering exploits.

Norton Healthcare, a major healthcare system based in Louisville, Kentucky, was facing increasing complications in its support center. With five hospitals, 10 immediate care centers, 9,700 employees, 280 medical providers at over 50 locations, and nearly 2,000 physicians on its medical staff, the support center was dealing with a wide range of issues. The support team was interested in remote support as a way to reduce costs and increase productivity. However, they were facing challenges with long phone sessions, increasing escalation rates with the emergence of new devices such as BlackBerry, and the need to support a new hospital. They had attempted to develop a homegrown remote support tool, but these attempts had failed. They were looking for a solution that would connect to all of their users, reduce costs, meet HIPAA compliance requirements, and increase customer satisfaction.

The University of Texas M.D. Anderson Cancer Center, a world-leading institution for cancer treatment and care, was facing challenges with its Unix network infrastructure. The network, which hosts over 500 Unix servers, houses confidential patient information and several critical financial and healthcare applications. With the Health Insurance Portability and Accountability Act (HIPAA) requirement deadlines quickly approaching, and critical patient care dependant on the reliability of network computer systems, the institution needed to find a secure way to manage and protect its IT infrastructure. The previous Unix environment was not centralized, and it was difficult to understand what activities were being performed at each machine.

General Communications, Inc. (GCI) is a premier integrated telecommunication provider that has grown significantly over the years. As the number of users grew from less than 500 to over 2,600, compliance and monitoring user access became a priority. The company had large teams of administrators with generic user accounts, which made it difficult for IT management to tie a specific change to an individual user. Motivated by Sarbanes-Oxley, GCI’s IT team set out to improve their security posture through management of users, privileges and access to servers, applications and data. New requirements, specifically the SOX Section 404’s Internal Controls Report, came with threats of $1 million dollar fines if companies were found non-compliant. The IT Security Management team took control of root admins and established preemptive guidelines for what junior and senior admins could access. They quickly realized they needed a solution that could deliver a scalable method for managing user access while offering traceability and verification at a granular level.

Columbia Bank, a rapidly growing Pacific Northwest Community Bank, was facing challenges in managing and tracking changes to Active Directory to ensure compliance. As the bank grew organically and through acquisition, so did its infrastructure. With an increased number of administrators and users, privileged access quickly became complicated and difficult to govern. Any changes made to one area had a ripple effect, making it increasingly difficult for IT leadership to ensure compliance as IT scaled to adapt to the organization’s growth. The Microsoft tools they used for auditing did not provide enough visibility into changes or the source, making it difficult for the IT department to pinpoint and resolve issues. Furthermore, a lack of clear reporting showing the “who, what, where, when and why” of changes posed a risk to compliance.

Pure Technology, a UK-based IT support services provider, was looking for a way to enhance its customer support capabilities. The company's Managing Director, Danny Long, recognized that the evolving IT infrastructure environments were making remote IT support a possibility. However, the initial remote support solution Long evaluated did not provide the accountability he was looking for, as it did not allow for the review of past support sessions. He also had concerns about the reliability and security of several cloud-based remote support solutions on the market.

BMC Software was facing several challenges related to security and compliance. They were looking for a solution that could reduce the risk of security breaches, shrink the organization’s attack surface, reduce security data overload, meet compliance regulations, tighten operational practices, and integrate with other security solutions and BeyondTrust privilege management solutions. They were also looking for a solution that could provide agentless network scanning, local, agent-based scanning, web application scanning, patch management, configuration compliance, and regulatory reporting.

Standard Bank of South Africa Ltd purchased the Retina vulnerability management solution to reduce the risk of security breaches and shrink the organization’s attack surface. The bank frequently uses Retina's capabilities such as agentless network scanning, web application scanning, virtual environment scanning, patch management module, configuration compliance, and regulatory reporting module. The bank addresses compliance regulations such as PCI DSS and SOX with their Retina vulnerability management solution.

Redner’s Warehouse Markets, Inc. is an employee-owned supermarket chain operating 44 warehouse markets and 19 quick shops throughout Pennsylvania, Maryland and Delaware. The company faced a challenge in providing efficient and secure technical support for its busy store environments. The company’s IT support team had to manage approximately 1,300 devices, including 700 point of sale (POS) registers, 400 back office machines handling tasks such as accounting and inventory management, and 200 corporate PCs and laptops. The process of establishing sessions to support these devices was complex and time-consuming. Additionally, as PCI payment security standards evolved, the company realized it needed to enhance security with respect to connecting to its POS registers.

Standard Bank of South Africa Ltd purchased the Retina vulnerability management solution to reduce the risk of security breaches, shrink the organization’s attack surface, and meet compliance regulations. The bank needed a solution that could provide visibility into exposures across multiple layers of infrastructure, profile previously unknown assets on the network, report risk to IT administrators, management and/or auditors, and identify and prioritize remediation tactics.

Region 14 Education Service Center, which provides IT support and training services to 42 school districts, was facing a challenge. With just 11 support staff, they had to serve over 160 campus sites, 200 administrators, 4,000 teachers, and 43,000 students dispersed over hundreds of square miles. The team only had one network administrator to serve the service center and its staff. As educational funding continues to decrease, most schools have few dedicated IT technicians on site. Technicians at the individual school level are typically teachers or aides who have been asked to wear an extra hat and often have little IT training. Prior to Bomgar, the Region 14 support team had minimal remote control capabilities. Whether it was an urgent server incident or a routine email support issue, support staff usually had to drive to each client site for most issues.

The technology needs of District Five are supported by two help desk personnel and 13 representatives in the field. For remote support, District Five previously used a tool that came with its ticketing software and later moved to free tools such as Join.me and TeamViewer. However, the technical support team found that these tools lacked the features necessary to provide sufficient remote support to the growing district and decided to look for a more robust remote support solution. In researching possible solutions, Childs narrowed the choice down to Bomgar and LogMeIn Rescue and conducted a trial of both solutions.

Genscape, Inc. purchased the Retina vulnerability management solution to reduce the risk of security breaches, shrink the organization’s attack surface, and meet compliance regulations. The company was facing challenges in gaining visibility into exposures across multiple layers of infrastructure, profiling previously unknown assets on the network, understanding the operational implications of vulnerabilities, reporting risk to IT administrators, management and/or auditors, identifying and prioritizing remediation tactics, and patching or updating assets with greater efficiency.

Ch2 M Wg Idaho (Cwi) was facing a significant challenge in managing privileged accounts. The company was at risk from security breaches and was looking for a solution that could reduce this risk while also lowering the total cost of ownership. The company also wanted to remove admin rights from users, elevating privileges only when necessary. Additionally, the company needed a solution that could audit and alert changes in Active Directory.

Shaw Industries, a global flooring provider, was facing challenges with its IT support system. The company was using multiple remote support solutions to troubleshoot issues users had with their manufacturing terminals, computers, smartphones, and tablets. This resulted in significant limitations, including a lack of security, difficult navigation, and high costs. The company desired to consolidate the number of software tools and licenses in use to enhance the user experience, reduce costs, and increase security. Additionally, the company wanted a solution that could assist users even if they could not connect to Shaw’s virtual private network.

Know How Srl was facing challenges in managing and cycling privileged passwords, which was a security concern. The company was also struggling with the issue of users having local admin rights, which needed to be elevated only when necessary. The company was looking for a solution that could automate and secure the process of managing privileged passwords, eliminate sharing, and remove local admin rights from users. The solution also needed to address compliance regulations such as Sarbanes-Oxley (SOX).