Illinois National Bank (INB) Deploys Asset Navigator To Support Goals, Growth

19 April 2004

Launched in 1999, the Illinois National Bank (INB) is a full-service banking institution whose charter entailed successfully merging cutting-edge technology with the very best in traditional financial services. The end result? A premier small- to mid-sized community bank that now exceeds the service level of its larger competitors.

Meeting the INB's premium standards - as well as for staying competitive in today's rapidly changing banking industry - requires the successful management of a wealth of IT assets. Rick McCord, INB's Information Systems Manager, was pivotal in moving the control of the bank's fast-growing IT infrastructure from a fragmented, spreadsheet-based system to a fully consolidated and fully automated one.

"I started with INB in May 2003," says McCord, "and asset management was my first objective. I also wanted to set up a formal help desk."

McCord researched various tools, but had no luck finding one that could properly identify the copious number of specialty financial software programs that they use for lending, accounting, etc., at the levels he required; that is, until he discovered Asset Navigator. Accurate software recognition is absolutely critical as the INB constantly pushes out financial software updates to its end-user employees.

The tool had to have the ability to identify the financial programs we use - lending, accounting, and so forth. Asset Navigator does a really good job of software recognition.

Rick B. McCord
Information Services Manager
Illinois National Bank

And, of course, McCord wanted to be able to accurately determine the status of all of their software licenses. "Asset Navigator does a really good job of software recognition," he says.

McCord's solution of choice was the Asset Navigator Medium Business Pack, which is the Professional Edition with 200 audit licenses, 5 user licenses, and the Web Help Desk. Now McCord can run a slew of software-related reports, including reports that compare the software products purchased against the software products used, and reports that show all their installed software to assess what a software upgrade might entail.

Implementing Asset Navigator

McCord employed a staggered approach to implementing Asset Navigator. He began with the main branch where he ran his first audit and tested the consistency of the inventory data.

When that test passed, he moved on to the next location, running an audit there and checking that data. Several months later, McCord now runs an automated network audit once a month and says "I can always take a glance at what's out there." Although McCord had been too busy to quantify the time and money INB was expending before deploying Asset Navigator, he says, "It was a mess. I know how much time and money we've saved!"

McCord administers Asset Navigator centrally from his main-branch PC, with the help of an IT staff comprising two network administrators/senior technicians who run Asset Navigator on a central server, and an administrator who manages the Technician's Web Help Desk module.

In addition to accurate software recognition, McCord's solution had to provide him with another crucial benefit: helping the INB plan for the timely replacement of a myriad of hardware assets. With a total of 7 branches, 219 computers comprising end user PC's and 12 assorted servers, 1 remittance center, and over 175 employees, it's easy to see that world-class service would require the kind of tight IT control that can only result from an asset management and help desk system.

To achieve his hardware management goals, McCord relies heavily on Asset Navigator to quickly obtain accurate data about all the hardware models and configurations, and to track which hardware is coming off depreciation or is ready for phase-out.

Deploying the Web Help Desk

The perfect partner to automated asset management is Asset Navigator's Technician's Web Help Desk. Armed with current data about all their PC's, McCord was able to implement the Help Desk phase of his infrastructure solution. Before purchasing Asset Navigator, the INB had been using a "flaky shareware product," according to McCord, "which we basically outgrew within a couple of months." McCord configured Asset Navigator's convenient Mail Connector to set up a dedicated Help Desk email account. End users can still pick up the phone to call for support, but now they have the option to email their support requests right to the Help Desk. (The Mail Connector automatically imports these emails, at set intervals, into the local Help Desk as trouble tickets, auto-populating the Summary, Description, Requester, and Submit Date fields).

Asset Navigator has greatly simplified and organized things since I started. It's been a really good tool for us. It's incredible having the Help Desk with the Web. That's been a remarkable module.

Rick B. McCord
Information Services Manager
Illinois National Bank

The INB's Help Desk administrator runs the Technician's Web Help Desk, either entering new tickets in response to calls or further defining the auto-generated ones, and then assigning tasks to the appropriate technician. McCord says, "Asset Navigator has greatly simplified and organized things since I started. Before, users would call the techs, but they lost track of the things that needed to be done and when they needed to be done. And we didn't even know what was out there. It's been a really good tool for us." He adds, "It's incredible having the Help Desk with the Web. That's been a remarkable module."

Using Favorite Features

McCord is also interested in maintaining an accurate representation of his employee end-users, including their office location, department, and job function, since he works closely with INB's Human Resources department to keep information about new hires and former employees up-to-date. (When PC's are audited, they're automatically mapped to their logged users, and Asset Navigator automatically creates basic contact records for logged users.)

Asset Navigator provides key benefits to Illinois National Bank:

  • Software license reports that help them stay in compliance
  • Inventory data that helps plan hardware replacements
  • Reports that give department managers details about their systems in use
  • Comprehensive software installation reports that help them plan for new applications
  • Web-enabled Help Desk that streamlines the entire technical support process

In addition, McCord runs reports quite often. Some of these reports are for internal IT use, while others are requested by various managers in such departments as retail and lending so that they can have factual data about the systems in their departments. Another feature that McCord finds useful is External Tools. This lets him integrate Asset Navigator with his remote control software, enabling him to provide solutions for all of his end users from anywhere on the network. (In Version 4.3 and later, you can invoke external tools for peripherals as well as for computers.)

Moving into the Future

The INB is poised to move to the SQL-based Enterprise Edition during the third quarter of 2004, confident that Asset Navigator will support their IT infrastructure as the bank continues its steady growth path. The Enterprise Edition will give them plenty of room to grow as they continue to add more users and workstations: McCord is forecasting the addition of two more bank branches by the end of 2004, and between 20 and 30 more systems and users and at least a couple of much larger branches sometime in the year 2005!

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