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    Credigy Enhances Compliance
    and Cuts ITSM Costs with
    Lansweeper and Isos Technology  

    1 Platform
    To manage IT projects, tasks, and assets efficiently

    3 Weeks
    Saved with implementation completed ahead of schedule

    SOC 2
    Documentation & vulnerability reporting mitigate audit risks

    Project Snapshot

    • Credigy, a specialty finance company with a hybrid workforce, faced rising ITSM platform costs and manual processes that slowed asset management, onboarding, and change management.
    • The company aimed to streamline ITSM and project management with a unified, cost-effective solution that would automate key workflows, enhance asset visibility, and maintain strong compliance standards.
    • Already using Jira Software, Credigy partnered with Isos Technology to implement Jira Service Management and integrate Lansweeper for automated asset discovery and centralized device tracking.
    • Within weeks, Isos Technology delivered a tailored solution combining Jira Service Management, Lansweeper, and Microsoft Teams integration, along with custom workflows and a self-service knowledge base.
    • The new system improved efficiency, reduced licensing costs, enhanced security and compliance readiness, and was fully implemented three weeks ahead of schedule with strong adoption across teams.
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    Our client

    Credigy is a specialty finance company and a wholly owned National Bank of Canada subsidiary. As the company continues to grow, its focus on operational efficiency, employee experience, and regulatory compliance remains a top priority. With a hybrid workforce and complex IT needs, Credigy needed tools to scale while simplifying service delivery. 

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    Challenge

    Credigy needed an integrated, cost-effective solution that could: 

    • Consolidate ITSM and project management into a single platform 
    • Improve visibility into IT assets across remote and in-office environments 
    • Automate and streamline common IT workflows 
    • Strengthen security and compliance readiness 
    • Reduce costs while enhancing the end-user experience.

    Solution

    Credigy partnered with Isos Technology, an Atlassian Platinum Solution Partner, to implement Jira Service Management (JSM). With Jira Software already in place for project tracking, JSM offered a natural extension to unify service management and project workflows within one cohesive system. 

    The Isos team collaborated closely with Credigy’s infrastructure team to tailor the JSM rollout. Together, they built custom request types, designed workflow automation for onboarding and offboarding, optimized change management processes, and enabled integration with Microsoft Teams for easier user engagement. Knowledge base content was also created to promote self-service and reduce ticket volume. 

    To address the asset visibility challenge, Isos brought in Lansweeper, a comprehensive IT asset management platform. Lansweeper scans an organization’s entire infrastructure, both remote and on-premise, and builds a centralized, real-time inventory of devices, users, and software configurations. This enriched asset data is synced directly into JSM, allowing service desk agents to access up-to-date information while resolving tickets.

    With Lansweeper in place, Credigy gained the ability to: 
    • Automatically discover assets across hybrid environments.
    • Connect asset data with Microsoft Intune and Jira Service Management
    • View ownership, configuration, and device lifecycle status directly within service workflows.
    • Identify missing patches, unauthorized software, and unapproved devices.
    • Use built-in business intelligence reporting and customizable dashboards to support audits. 
    Security and compliance were essential for Credigy as a financial services organization. Lansweeper provided SOC 2 documentation, and its built-in vulnerability detection helped mitigate audit risks by supporting faster, data-driven incident response. 

    The project rollout was seamless. Lansweeper assigned a dedicated Customer Success Manager to serve as a single point of contact between Credigy, Lansweeper, and Isos Technology. The implementation was completed three weeks before schedule with minimal support tickets or escalations. Isos worked hand-in-hand with Lansweeper’s product team to ensure a fast, high-quality delivery.
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    Results

    • Lower Costs: Moving to Jira Service Management and Lansweeper cut annual licensing fees and eliminated expensive add-ons.
    • Greater Visibility: Lansweeper’s discovery engine provided real-time, accurate visibility into all devices, including remote laptops accessed through a virtual private network (VPN).
    • Faster Workflows: Automated onboarding, offboarding, and change management helped the IT team work more efficiently and consistently.
    • Stronger Compliance: Built-in vulnerability reporting, patch tracking, and SOC 2 documentation improved audit readiness. 
    • Improved User Experience: Employees could easily request support through Microsoft Teams, email, or the Jira Service Management portal.
    • Unified System: With Jira Software and Jira Service Management in place, Credigy’s IT team now manages projects, tickets, and assets from one platform. 

    Download Case Study