A national financial advisory firm with 145+ offices nationwide needed a better way to handle onsite IT support across its branch footprint. The company serves more than 1.24 million clients, manages $326 billion in client assets, and operates a broad national office network, making reliable onsite support important to advisor productivity, client service, and day-to-day branch operations.
Instead of relying on local onsite coverage, the company had been flying internal employees to different states to handle onsite IT work. That model created a costly mix of airfare, hotels, travel time, and lost productivity. It also slowed response because support depended on scheduling and moving internal staff across the country rather than getting a qualified technician onsite quickly. With annual onsite support spending reaching $980,000, the company needed a more flexible model that could reduce cost and improve responsiveness at the same time.
Cartennas replaced that travel-heavy approach with on-demand local onsite IT support, giving the company a more scalable way to support offices across its national footprint. Instead of paying to move internal employees between states for onsite work, the company could dispatch local field support where it was actually needed. That shift reduced travel-related waste, improved response speed, and cut annual onsite support cost by 63%, from $980,000 to $362,600, generating $617,400 in annual savings.
Key Outcomes
- 63% reduction in annual onsite support spend
- $617,400 in annual savings
- Annual onsite support cost reduced from $980,000 to $362,600
- Less internal employee time lost to airfare, hotels, and travel days
- Faster onsite support through local technician dispatch instead of cross-country employee travel
- A more scalable support model across a 145+ office national footprint
Customer Snapshot
Industry: Financial services
Business Type: Wealth planning and workplace investment advisory firm
Office Footprint: 145+ offices nationwide
Clients Served: 1.24 million
Client Assets Managed: $326 billion
Annual Onsite Support Spend Before Cartennas: $980,000
Services Delivered: Onsite IT support
Previous Support Model: Internal employees flown to different states for onsite work instead of relying on local onsite coverage
The Challenge
The company needed to support a large national office network, but its onsite IT support model was built around sending internal employees across state lines to handle work in person.
That structure may have solved immediate support needs in some cases, but it created serious inefficiency at scale.
Every onsite issue carried more than just labor cost. It also carried airfare, hotel expense, travel coordination, and lost employee time. Internal staff who could have been focused on higher-value work were instead spending part of their time in transit, in hotels, or moving through travel schedules to get to branch locations.
That created two connected problems. First, it made onsite support expensive. Second, it slowed response because support depended on employee travel rather than local availability.
For a financial advisory firm with a large national footprint, that was not a minor operational issue. Branch offices, advisor teams, and support staff depend on working devices, connectivity, local systems, and operational continuity. When onsite issues arise, the company needs support that is fast, reliable, and practical to deploy across multiple states. The existing model was not delivering that efficiently.
Leadership needed a better way to support onsite IT needs without continuing to absorb the cost and delay built into employee travel.
Why the Previous Model Was Not Working
The previous model depended on internal staff travel instead of local field coverage.
That created four major weaknesses.
Travel drove up the real cost of onsite support
The company was not just paying for technical labor. It was also paying for airfare, hotels, travel coordination, and employee time spent getting to and from branch locations. The total cost of support was much higher than the labor itself.
Response was slower than it should have been
When onsite support depends on moving internal employees between states, response speed becomes limited by flight schedules, travel availability, and logistics. Even when the company had capable internal staff, they were not always in the right place when an onsite issue occurred.
Internal employee productivity was diluted
Every trip pulled internal employees away from other work. Their time was being divided between actual onsite support and the burden of travel. That reduced productivity and made the support model harder to justify financially.
Scale made the problem worse
The more offices the company supported, the more expensive and less practical the model became. A travel-based support approach might be tolerable in isolated cases, but across a national footprint with 145+ offices, it becomes a structural cost problem.
With annual onsite support spending already at $980,000, leadership needed a better operating model, not more travel.
The Cartennas Solution
Cartennas replaced the employee-travel model with on-demand local onsite IT support.
Instead of flying internal employees across the country to perform onsite work, the company could dispatch local technician coverage where it was needed. That changed the economics of support immediately. The company no longer had to carry the same level of airfare, hotel, travel-time, and productivity cost just to get hands onsite.
Cartennas gave the company a better way to support its office network in five practical ways.
1) Local onsite response instead of employee travel
Support no longer depended on moving internal staff between states. Cartennas made it possible to send local onsite help directly to the office that needed service.
2) Lower travel-related support cost
By replacing employee flights and hotel stays with local onsite coverage, the company removed a large layer of avoidable expense from the support model.
3) Better use of internal staff time
Internal employees no longer had to lose as much time to travel. That allowed them to stay focused on higher-value work instead of being used as a national travel-based field support resource.
4) Faster support for distributed offices
Because support could be dispatched locally, the company improved its ability to address onsite issues quickly across multiple states.
5) A scalable model for a national office network
Most importantly, the company gained a support structure better suited to a 145+ location business. Cartennas turned onsite support into an operating model based on local execution rather than employee movement.
How Cartennas Delivered
Cartennas supported the company through an onsite IT support approach designed for distributed national office coverage.
Instead of relying on internal employees to travel to the branch that needed help, the company could request onsite support based on actual office-level demand. That made it possible to send local coverage where it was needed without building the response around flights, hotels, or employee travel schedules.
The Cartennas model improved support delivery in four specific ways.
Coverage moved closer to the office need
Support could now be dispatched locally, which meant onsite response was tied to the office with the issue rather than to wherever an internal employee happened to be based.
Response became more practical
By removing cross-country travel from the operating model, the company made onsite support faster and easier to coordinate across multiple states.
Support spend became more productive
The onsite support budget was no longer absorbing the same level of airfare, lodging, and travel-time waste. More of every support dollar could go toward actual onsite service activity.
National scale became easier to support
For a firm with more than 145 offices nationwide, the real problem was not one location or one trip. It was repeating the same expensive travel pattern across a broad branch network. Cartennas gave the company a cleaner support structure built for national scale.
Business Impact
63% lower annual onsite support spend
The clearest result was financial.
The company reduced annual onsite support spend from $980,000 to $362,600.
That is a savings of:
$980,000 × 0.63 = $617,400
This was not a small optimization. It was a structural cost reduction created by replacing employee travel with local onsite coverage.
Better use of internal staff time
Before Cartennas, internal employees were losing time to flights, hotels, and travel days. After the change, more of that time could be used for productive internal work instead of being absorbed by onsite travel.
Faster support across multiple states
By replacing cross-country employee travel with local dispatch, the company improved its ability to get onsite help to branch locations faster.
A more scalable support model for a national firm
The old model became more expensive as the footprint grew. Cartennas gave the company a more practical way to support a large national office network without building onsite response around employee travel.
What Changed
Before Cartennas, the company’s onsite IT support model depended on flying internal employees to different states to handle onsite work. That approach created high airfare, hotel, travel-time, and productivity costs while also slowing response.
With Cartennas in place, the company moved to a more flexible onsite IT support structure built around local on-demand coverage.
Instead of spending $980,000 annually on a travel-heavy support model, the company reduced annual spend to $362,600 and saved $617,400. More importantly, it replaced a slow, expensive, travel-based process with a support structure better suited to a national office footprint.
About the Customer
This customer is a national financial advisory firm with 145+ offices nationwide, serving 1.24 million clients and managing $326 billion in client assets. Its size and branch footprint make it a strong example of how travel-based onsite support becomes expensive and inefficient when a company operates across many states.