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National Wealth Management Firm Streamlines Print Operations with FlexTG

Background: A Fast-Growing Financial Network with a
Disjointed Print Strategy

A fast-growing national network of independent wealth management offices was managing print infrastructure
across 89 locations with no centralized oversight. Devices were sourced through multiple vendors, support was inconsistent, and visibility was limited.

In one case, a part took 90 days to arrive—followed by another 90-day delay for return. Even offices located near headquarters experienced delays, while many devices were covered under limited support models that excluded repair. When the manufacturer auto-renewed the agreement without notice, the client was locked into another year of misaligned service and minimal flexibility.

The FlexTG Solution: Centralized Service and National Visibility

Flex Technology Group implemented a managed print solution focused on service consistency, full fleet visibility, and strategic planning. The transition began without requiring a hardware refresh—FlexTG brought the existing HP fleet under management and immediately introduced a 97.8% next-business-day SLA, eliminating the need for recurring $220 emergency service calls. Only two rural sites—Diboll, TX and Scottsbluff, NE—required a 2–3 business day response, and both were clearly identified in advance.

Quarterly Business Reviews and proactive alert monitoring gave the IT team centralized insight into usage, service history, and firmware across the entire network. Devices that had previously been unmanaged were discovered and incorporated into the fleet, reducing IT burden and expanding the effectiveness of the service contract.

Device Standards and Cost Efficiency Planning

FlexTG worked with the client to establish a streamlined device standards list—focused on 3–5 models with high performance and low long-term cost-per-page output. This allowed for more efficient quoting, easier scaling, and better alignment with ongoing site expansions.

While FlexTG’s CPP rates were slightly higher than those from the previous vendor, the client saw value in the added visibility, accountability, and strategic guidance the partnership offered. The shift eliminated the need to source devices independently or retrofit them into fragmented contracts.

Beyond Print: Identifying Additional Savings Opportunities

FlexTG’s consultative approach extended beyond the print environment. The client was spending nearly $1,900/month on Adobe Pro licenses. FlexTG proposed a switch to Kofax Power PDF, a viable alternative with Docusign integration, at one-third the cost—around $627/month. While a full rollout was deferred due to staggered license renewals across different offices, the transition remains a high-impact opportunity for future savings and simplification.

With stronger infrastructure in place and clear oversight across all locations, the organization is positioned to scale confidently. FlexTG’s nationwide support model and strategic account management continue to drive performance, stability, and long-term value.

Key outcomes include:

  • 97.8% of locations now receive service in one business day or less, resolving chronic delays.
  • $220 emergency service calls eliminated, thanks to improved response times.
  • Full visibility across the national fleet, including newly discovered unmanaged devices.
  • Firmware and usage reporting delivered quarterly to inform planning and refresh cycles.
  • Projected software savings of over $15,000 annually with Kofax Power PDF.
  • Standardized device roadmap established, supporting future growth and site rollouts

Results and Outlook: Building Infrastructure for Growth

Since engaging FlexTG, the client has improved uptime, eliminated emergency service charges, and gained full visibility across their national print fleet. Quarterly reviews and proactive monitoring continue to support long-term planning and cost control.

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