More than of credit unions indicated BOOST YOUR CREDIT ...webobjects.cdw.com/webobjects/media/pdf/Solutions/financial/credit... · hardware failures were the biggest ... roll out

AGILITY

More thanof credit unions indicated they outsource someor all of their IT toa vendor partner.*FLEXIBILITY

AVAILABILITY

WITH AN AGGREGATION SERVICES SOLUTION FROM CDW FINANCIAL SERVICES

WE GET ITCDW FINANCIAL SERVICES

BOOST YOUR CREDIT UNION’S I.T.

Highest-rated areas of benefit for cloud technology and services:

39.5% improved disaster recovery

33.9% simplified management

29.8% reduced costs

29.8% flexibility

22 AGGREGATION SERVICES SOLUTION

SOURCE: csi.com, CSI Executive Report: “Cloud Technology and Outsourcing Trends,” August 2014

What are CDW’s hosting services? Hosting services leverage CDW’s Enterprise Data Centers for your infrastructure, storage, network and disaster recovery needs. Our Enterprise Hosting Centers have extensive physical and network security, dedicated connectivity, and world-class monitoring and support. We provide multiple data networking services to help you connect into and out of the CDW Enterprise Hosting Centers. From Internet to WAN, firewalls to VPN access, CDW provides extensive connectivity options.

What are CDW’s remote managed services? Remote managed solutions are increasingly important as the amount of transferable data continues to grow. We will work with you to build unique, reliable networks, systems and storage, intrusion prevention, and unified communication solutions and services.

*SOURCE: creditunionmagazine.com, “Survey Outlines CUs’ Technology Challenges,” May 2014

CUT THROUGH

the chaos with advanced technology

SOURCE: drbenchmark.org, “The State of Global Disaster Recovery Preparedness,” 2014

1 in 4 companies said they had lost most or all of a data center for hours or even days.

50% of companies said software and hardware failures were the biggest cause of outages and data loss.

Technology has disrupted business as usual for credit unions. Volumes of complex data must be managed and analyzed for member insights and new product development. Meeting regulatory compliance demands powerful technology for sorting, analyzing and reporting data. Unexpected disasters and outages are a constant concern. Members expect a seamless omnichannel experience while aging core systems and IT teams are being stretched to the limits.

What can credit unions do to ensure they have a flexible and highly scalable IT infrastructure that can meet ever-changing requirements while containing costs and improving profitability?

FLEXIBILITY AGILITY AVAILABILITY

the power of on-demand IT service and leave the competition behindReviewing your voice and data technology is critical in a world where IT is pivotal for success. CDW Financial Services experts can help your credit union better manage your voice and data needs with firm control and cost containment.

TAP

44

AMPLIFY I.T. AGILITY AND FLEXIBILITY

ENSURE RELIABLE BUSINESS CONTINUITY

AND PERFORMANCE

MASTER RISK AND COMPLIANCE

CHALLENGESCONTAIN I.T. COSTS

• Access the latest technologies and trends without costly investment

• Scale up or down quickly for greater organizational agility

• Manage large data sets and operating system images with highly automated, fully redundant service

• Benefit from reliable resource pooling, elasticity and easy network access for data storage

• Optimize the omnichannel digital member experience with scalable, flexible IT infrastructure

• Minimize setup and maintenance costs

• Benefit from lower monthly fees and plans

• Reduce infrastructure costs by removing the cost of ownership

• Eliminate the expense of seasonal and unpredictable IT resource demands

• Enable faster recoveries with no loss of data

• Confidently work in business-as- usual mode 24/7/365

• Provide employee access to infrastructure if disaster strikes

• Establish disaster recovery/ business continuity provisions in the event of a branch power outage

• Easily meet regulatory compliance reporting requirements

• Stay on top of marketplace risk

AGGREGATION SERVICES SOLUTION

CDW Financial Services gets credit unions The CDW Financial Services team helps credit unions update their branch technology and IT infrastructure to better drive efficiency, grow membership and satisfaction, roll out new services and meet regulatory compliance requirements.

BOOST TEAM PRODUCTIVITY

• Empower IT staff to focus on mission-critical operational IT functions

• Hand off voice and data management to the specialized experts

• Tap into convenient web-based monitoring of phone system use and online voicemail

Download the CDW white paper to learn about “Protecting Financial Services Cloud Data and Applications” at CDW.com/financecloudwp

FLEXIBILITY AGILITY AVAILABILITY

TOP OF MIND

SECURITY

90% of the data breaches in the first half of 2014 could easily have been prevented. SOURCE: cutoday.com, “90% of Breaches Could Have Been Easily Prevented,” January 2015

From mobile security to defense-in-depth, CDW’s security solution architects and Malware Interception Team help make sure your security goes deeper than software and applications. It touches every layer of your network infrastructure and requires a holistic defense strategy that aligns people, processes and policies. Security is much more than a single firewall or IPsec VPN that’s easily forgotten. True security needs to be fortified with continuous testing, monitoring and review. We can also recommend a mobile device management (MDM) solution to help you better manage and track BYOD and organization-provided devices.

AND

AGGREGATION SERVICES SOLUTION6

85% of credit unions outsource some or all of their IT to a vendor partner.

40% outsource occasionally

28% outsource moderately

2% outsource heavily

6% outsource all IT functions SOURCE: creditunionmagazine.com, CUNA Strategic Services Technology Survey, “Survey Outlines CUs’ Technology Challenges,” May 2014

THE CLOUD

• Bill reviews and software licensing agreements (SLAs)

• Engineering design and review

• Cost assessment and benchmarking

• Contract negotiation — pricing and verbiage

• Project management — multiple carriers or single project for the lifetime of your contract

• An unbiased consultative approach to finding the solution that best fits your needs

• RFP support

• Due diligence — ensuring that providers meet your needs and have strong capitalization and systems certification

CDW’s Aggregation Services Team can help your credit union maximize the benefits of your customized solution and help you with critical aspects of setup, including:

FLEXIBILITY AGILITY AVAILABILITY

TELECOMMUNICATIONS SERVICESCDW’s telecommunications experts will scope your voice and data needs, while our experienced carrier service

specialists are always up to date on the latest technologies and trends.

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CONFIGURATION SERVICES

Pre-assembly of hardware and software components to ensure your solution

is ready to deploy upon arrival.

HOSTING AND MANAGED SERVICESEfficient and economical, we can protect your

operations with a full range of services whether your technology is located at your premises

(remote) or in our Enterprise Hosting Center.

INSTALLATION/DEPLOYMENT

Engineering and implementation support to help get your solution up and running.

COLOCATION SERVICES

We have access to over 700 world-class facilities, mature and focused managed

services, strong service agreements, industry-leading certifications and

outstanding member service.

ASSESSMENT/PLANNING/DESIGN

Up-front consulting and collaboration to map your

branch of the future technology strategy.

DESKTOP LIFECYCLE SERVICESWe’ll detail your current desktop hardware

and software, determine where there may be gaps, add or remove unneeded equipment,

and address your needs over the long term.

CDW Financial Services has you covered We’ll help you define your requirements and connect you to a provider that can meet your unique needs. We can also help your credit union with services that span:

AGGREGATION SERVICES SOLUTION

EXPERT Q&A

Erin Christianson AGGREGATION SERVICES TEAM, CDW

Aggregation Services is a unique industry offering. Describe the service and how your team helps credit unions.Aggregation Services was established by CDW to help financial services firms aggregate their telecom, cloud and managed services. By aggregating these services, credit unions can streamline operations and reduce costs. CDW begins by assessing and understanding a credit union’s unique voice and data needs. Once that is determined, we tap our breadth of relationships with leading industry vendors to benchmark and select several top vendor candidates to showcase to our customers. We explore the pros and cons of each provider with the customer, and when a vendor is selected, we leverage our extensive vendor relationships to drive down costs.

What challenges are you seeing in the industry?One of the biggest challenges for credit unions is managing their telecommunications services. Staying on top of carriers and billings is often a nightmare because firms rarely have the time or patience for the fine detail required to ensure carrier billing is correct, so expenses just skyrocket out of control. That is an area where our team can quickly gain some savings for a credit union. In fact, after an initial assessment we often find a minimum of 40% in savings on what a firm is currently spending on its telecommunications. Since this is usually the largest expense for a firm, after payroll, savings is critical.

What takes place during an assessment?The assessment is a five-step process that thoroughly reviews customers’ operations and vendor billings to fully understand their current situation and accurately assess their voice and data needs. For example, when we review for the Telecom Assessment, we:• Pull CSRs on all accounts at all locations• Pull utilization on all data and voice circuits• Call all numbers at the business and verify if they’re active or ring with no answer• Review PBX leases and maintenance contracts• Review SmartNet contracts We also conduct in-depth discovery on cost recovery processes, bill approval processes, market analysis and help desk services.

FLEXIBILITY AGILITY AVAILABILITY

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organizational agility with an aggregation services solutionCDW Financial Services can help you access the power of a highly scalable and flexible technology infrastructure to meet growing technology and compliance demands while preparing for unexpected disaster recovery needs — all without straining your IT resources or budget. Our industry-leading technology partnerships with Cisco, Shoretel and many others allow us to bring you the brands you know and trust.

SHORETEL’S ADVANCED PHONE

CDW®, CDWG® and The Right Technology. Right Away® are registered trademarks of CDW LLC. PEOPLE WHO GET IT™ is a trademark of CDW LLC. All other trademarks and registered trademarks are the sole property of their respective owners.

The terms and conditions of product sales are limited to those contained on CDW’s website at CDW.com. Notice of objection to and rejection of any additional or different terms in any form delivered by the customer are hereby given.

AGGREGATION SERVICES SOLUTION

INCREASE

ShoreTel IP Phone 485gCDW 3303623

CALL FOR PRICING• Color backlit display • 8 lines • Full-duplex speakerphone • Visual voice mail • Expanded call history • Built-in 10/100/1000 Ethernet switch • Support for use with ShoreTel Sky services

EXPERIENCE FASTER, MORE EFFICIENT AND EFFECTIVE COLLABORATION

CDW is one of the largest direct agencies/brokers of telecommunications and cloud services in the world.

Our Aggregation Services Team represents over

75 voice and data carriers,

1100 data centers, and

42 cloud platforms globally.

Esna Cloudlink for CiscoCDW 3084118

CALL FOR PRICING• Seamlessly integrates Cisco Collaboration solutions with cloud-based

productivity applications such as Google™ Apps, Salesforce®, Jive® and IBM SmartCloud,® making it easy for you to find, connect and collaborate live with others

• Access and manage voice messages from your email or Jive inbox on desktop and mobile devices

• Resolve messages to your contacts to escalate any message to a live voice or video conversation

• Bi-directional synchronization between email and Cisco Unity Connection turns off the message waiting indicator (MWI) on the desk phone

• See when people are on the phone, their location and with Google Calendar integration, their availability

• Connect with others by clicking on phone numbers or extensions displayed in any cloud application or web page; chat 1-on-1 or with a group of people using Jabber IM through iLink for Cisco; easily add people to any IM session and share your location right within the chat window

• Dial any number and select the desk phone, softphone or mobile device you want to make the call from

FLEXIBILITY AGILITY AVAILABILITY