Case Study: Charles Stanley achieves agile ITSM and better reporting with Sunrise Software

Charles Stanley - Customer Case Study

Charles Stanley, a leading UK wealth management company, faced challenges in improving and future-proofing its IT service management processes to stay competitive. They sought to better align with the ITIL framework and gain greater flexibility, which required a transformation from their existing on-premise system. To address this, they partnered with vendor Sunrise Software.

The solution involved upgrading their existing platform to Sunrise Software's SaaS-based ITSM solution hosted on IBM Cloud. This move provided a more secure and scalable system with enhanced reporting and pragmatic ITIL support. The results were significant, including a dramatic reduction in open incidents from 1,500 to under 100 within three months. The implementation also provided the foundation for new features like a self-service portal and a configuration management database, improving visibility and efficiency across the business.

Charles Stanley

Mike Jones

Head of ICT Service