Developing a Scalable Tech Support Strategy

Financial services workers demand a lot from IT. To respond to customers faster, users want more powerful hardware that run applications better and can pull up information quicker. A dangerous cyber attack landscape creates a greater need for data security and regulatory compliance assistance. And the adoption of new technologies such as machine learning can result in greater pressure on IT to support users.

Lenovo recommends three major considerations to financial services customers as they scale tech support services to be both proactive and responsive to all end user needs.

Identify User Types & Needs

  • Define your different user types and the jobs they perform; do some of your users need faster problem resolution or other special requirements?
  • What common issues can be solved by internal staff and do you have clear processes to determine when outside support services are needed?
  • When did you last conduct a cost/benefit analysis of internal and external support resources?

Weigh the Pros and Cons

Time and Money: Downtime can impact customer dissatisfaction, sales quotas, profitability, employee morale and more.

Internal Support: An onsite team can provide instant support to resolve issues, reduce downtime and get employees back to work faster. However, if unique problems occur (or if issues arise during non-office hours) downtime can be significantly longer.

External Support: While an external support team (outsourced or direct) can often provide more in-depth experience with varied issues, there are still downfalls:

  • Outsourced IT agency support takes on a breadth of hardware and software issues, tends to be more expensive, and may still defer to vendors and manufacturers to really solve problems.
  • Direct support from manufacturers often focuses only on their own products and will send your IT support staff through loops of scripted support before getting to the real issue.

Develop a Blended Support Strategy

Relying entirely on internal support teams, outsourced IT agencies or direct support from manufacturers all have their limitations. In most cases a blend of these resources is the optimal way to deliver reliable service while controlling costs. Outsourced IT agencies can be a valuable resource for your business, but we recommend minimizing the use of such agencies for low-level and straightforward support needs.

Instead, look to augment your internal team by asking manufacturers if they offer prioritized support services. Typically low cost, these can free up your internal staff from administrative and basic technical support tasks, and improve employee satisfaction, without going to outsourced IT agencies.

Questions to ask your IT equipment suppliers:

  • Ask to have only advanced technicians serving your account; those who can provide professional, unscripted diagnosis without needing to go through basic FAQs or telephone queues
  • Do they offer onsite diagnosis and repair services?
  • Could they support your most commonly used software; answering employees' basic how-to questions or assisting with hot fixes and patches
  • Demand a single point of contact for simplified end-to-end case management
Developing a Scalable Tech Support Strategy

Financial services companies’ monitoring systems should work 24/7, with adequate support for efficient incident handling and remediation processes.


  • Lenovo's Premier Support service offers direct access to Advanced Level 2 engineers, bypassing basic troubleshooting. They can support a range of software applications and Lenovo hardware, freeing up your staff from routine support tasks, and at a price that's more affordable than outsourced IT.
  • With Lenovo's On-site Warranty service, if a problem can't be solved remotely, we will send a technician to your location to repair a device.