Case Study: Opportunity Bank of Montana improves IT asset management and help desk efficiency with EZO AssetSonar

Opportunity Bank of Montana significantly improves help desk operations and streamlines end-to-end IT asset lifecycle management with AssetSonar

Opportunity Bank of Montana, a chartered bank with 32 branches across Montana, needed a better way to manage IT assets after relying on manual Excel spreadsheets, sticky notes, and outsourced processes. This led to inaccurate inventory data, poor asset visibility, and inefficient hardware lifecycle management. The bank turned to EZO’s AssetSonar IT asset management suite to help centralize and modernize its asset tracking.

With EZO’s AssetSonar, Opportunity Bank of Montana implemented automated device discovery, integrations with Zendesk, Intune, and SAML, and a cloud-based inventory database to track hardware, peripherals, and network assets more accurately. The bank improved help desk operations, streamlined lifecycle management, and became audit-ready with on-demand reports. The integration with Zendesk alone helped save the cost of a full-time employee, while also improving ticket resolution speed and overall IT efficiency.

Opportunity Bank of Montana

Tim Stern

Assistant Administrator