Background
Community Choice Credit Union faced major challenges in tracking IT assets, leading to inefficiencies, compliance risks, and operational blind spots. Before BlueTally, they had no formal asset management system, making it nearly impossible to track equipment lifecycles, locations, or historical usage.
This lack of visibility resulted in failed audits, difficulty tracing equipment purchases, and uncertainty about asset values. Without a structured system, IT teams spent excessive time manually tracking down hardware, leading to wasted resources and operational bottlenecks.
Objectives
Community Choice Credit Union needed a solution that could:
- Fix an audit compliance issue by ensuring accurate asset tracking.
- Improve visibility into who has what hardware and how long it’s been in use.
- Track hardware issues to optimize IT support and replacements.
- Calculate total asset value and utilization for better financial planning.
Solution
After evaluating various options, Community Choice Credit Union chose BlueTally to bring order and automation to their IT asset management.
Key features that made a difference:
- Offboarding Automation: Improved tracking of separated employees and reclaimed assets.
- SSO Integration: Seamless and secure access to asset management tools.
- Microsoft Teams Notifications: Real-time updates to keep the IT team informed.
Because there was no existing system, onboarding could have been a challenge. However, BlueTally’s setup process was smooth and straightforward, making it easy for the team to transition.
Joshua shared:
"The setup process was as painless as possible, especially since we didn’t have an inventory system before."
Results
Since implementing BlueTally, Community Choice Credit Union has transformed its IT asset management, eliminating guesswork and saving valuable time.
Time Savings:
- 10-20 hours saved per month by eliminating the need to manually track down hardware.
Improved Asset Tracking & Reporting:
- The IT team now knows exactly where every asset is and can provide accurate reports on inventory, utilization, and asset values.
- Better tracking of missing equipment and hardware assignments.
Better Financial Planning:
- With a clear understanding of asset value and utilization, the team can now accurately budget for IT hardware.
Improved Loaner Device System:
- With proper tracking in place, Community Choice Credit Union has introduced a loaner device program, something they previously couldn’t manage effectively.
Joshua emphasized:
"BlueTally has allowed us to better report our asset values as well as track devices and their status, which has increased our uptime."
Unexpected Benefits
Beyond their initial goals, the IT team found additional advantages:
- Stronger compliance: Improved documentation helped address audit challenges.
- Loaner device tracking: The ability to monitor equipment lifecycles allowed them to implement a loaner program, improving employee productivity.
- Fast feature development: BlueTally’s team implemented feature requests quickly, tailoring the platform to their needs.
Joshua shared a standout experience:
“While looking for a system, we had some core needs that BlueTally didn’t provide at first. But after speaking with the team, they implemented some of our requests within two weeks and provided a roadmap for the rest. Their responsiveness and commitment to improving the product were incredible.”
Conclusion
BlueTally transformed IT asset management at Community Choice Credit Union, turning a previously unmanageable process into an automated, efficient, and audit-compliant system.
Joshua summed it up:
“BlueTally has been a huge success for our team over the last two years. Their support is top-notch, and they continually add features based on our needs.”
