TechValidate Research on Citrix Workspace Cloud

16 Case Studies


Citrix Workspace Case Study

Clint Newell Auto Group

Introduction

This case study of Clint Newell Auto Group is based on a January 2019 survey of Citrix Workspace customers by TechValidate, a 3rd-party research service.

“Citrix is an important factor in our digital transformation initiatives.”

“Citrix Workspace has improved the employee experience by providing secure access to apps and files from any device.”

Challenges

The business challenges that led the profiled company to evaluate and ultimately select Citrix Workspace:

  • Purchased Citrix over:
    • VMWare

Use Case

The key features and functionalities of Citrix Workspace that the surveyed company uses:

  • Saw the following benefits with Citrix Workspace:
    • Improved end-user experience
    • Improved IT admin user experience

Results

The surveyed company achieved the following results with Citrix Workspace:

  • Citrix Workspace has enhanced their Microsoft capabilities.
  • Saw the following employee improvements as a result of Citrix Workspace:
    • Employee onboarding: improved
    • Employee productivity: greatly improved
  • Improved the following with Citrix Workspace:
    • Speed of IT workflows: improved
    • Time on laborious tasks: improved

Citrix Workspace Case Study

Frontier Airlines Holdings, Inc.

Introduction

This case study of Frontier Airlines Holdings, Inc. is based on a January 2019 survey of Citrix Workspace customers by TechValidate, a 3rd-party research service.

“Citrix is an important factor in our digital transformation initiatives.”

“Citrix Workspace has improved the employee experience by providing secure access to apps and files from any device.”

Challenges

The business challenges that led the profiled company to evaluate and ultimately select Citrix Workspace:

  • Purchased Citrix over:
    • VMWare
    • MobileIron
    • Box

Use Case

The key features and functionalities of Citrix Workspace that the surveyed company uses:

  • Saw the following benefits with Citrix Workspace:
    • Improved end-user experience
    • Improved IT admin user experience
    • Gained business agility
    • Enhanced app performance

Results

The surveyed company achieved the following results with Citrix Workspace:

  • Citrix Workspace has enhanced their Microsoft capabilities.
  • Saw the following employee improvements as a result of Citrix Workspace:
    • Employee onboarding: improved
    • Employee productivity: improved
  • Improved the following with Citrix Workspace:
    • Speed of IT workflows: improved
    • Time on laborious tasks: improved

Citrix RightSignature Case Study

How Hernandez & Company CPAs use RightSignature to take down deadline day

Introduction

This case study of Hernandez & Company CPAs is based on a November 2015 survey of Citrix RightSignature customers by TechValidate, a 3rd-party research service.

“On our tax deadline, we needed several documents signed by clients to authorize us to efile tax returns. With RightSignature, the client was able to conveniently access and sign those authorization forms wherever they were. We received signed documents within minutes, allowing us to electronically file their tax returns in a timely manner.”

Challenges

  • Primary reasons for choosing Citrix RightSignature:
    • Get documents signed faster
    • Save money over printing and/or shipping costs
    • Reduce time spent on admin tasks
    • Improve our professional image with clients / make doing business with us easier
    • Get a paperless solution for signed documents

Use Case

  • Previous methods for getting documents signed prior to RightSignature:
    • Fax
    • Shipping
    • Email
    • Manual / in-person delivery
  • Sends 21-100 documents per month with RightSignature.

Results

  • Saves 1-5 hours per week with RightSignature
  • Since using RightSignature it is easier to do the following:
    • Services remote clients
    • Provides data security and compliance
    • Gets time-sensitive documents signed promptly

Case Study: Halpert Dental X-Ray

Introduction

This case study of Halpert Dental X-Ray is based on a November 2014 survey of ShareFile customers by TechValidate, a 3rd-party research service.

“ShareFile is easy for both me and the recipient. I know if I sent a file and if it was opened.”

Challenges

  • Chose Citrix ShareFile for the following reasons:
    • For better file security
    • To address difficulty emailing large files due to attachment restrictions
    • For its ease of use
  • Shared files with the following methods before ShareFIle:
    • Dropbox, Google Drive, or another consumer file-sharing service
    • Fax or FTP
    • CDs or flash drives

Use Case

  • Uses ShareFile for the following:
    • Large file transfer
  • Uses ShareFile from a mobile device to do the following:
    • Get work done when not close to their computer or desk

Results

  • Finds the following easier since using ShareFile:
    • Data security and compliance
    • Large file transfer
  • Has improved productivity by >70% with ShareFile compared to their previous email attachment and FTP solution.
  • Finds the following ShareFile feature to be most valuable:
    • Tracking and notifications

Case Study: Concordia Publishing House

Introduction

This case study of Concordia Publishing House is based on a November 2015 survey of Citrix RightSignature customers by TechValidate, a 3rd-party research service.

“I’m usually tracking down employees who have not signed documents as well as those that say they returned it through house mail but I have not received it. With RightSignature, it’s all electronic. We don’t have ‘lost’ documents anymore. It’s awesome.”

Challenges

  • Primary reasons for choosing Citrix RightSignature:
    • Getting documents signed faster
    • Saving money over printing and/or shipping costs
    • Reducing time spent on admin tasks
    • Getting organized, secure archive of executed documents
    • Getting a paperless solution for signed documents

Use Case

  • Previous methods for getting documents signed prior to RightSignature:
    • E-mail
    • Manual / in-person delivery
  • Sends 1-5 documents per month with RightSignature.

Results

  • Saves 1-5 hours per week with RightSignature
  • Since using RightSignature it is easier to do the following:
    • Service remote clients
    • Provide data security and compliance
    • Get time-sensitive documents signed promptly
    • Manage documents and records
    • Receive documents without mistakes

Case Study: Tri Sure Corp.

Introduction

This case study of TriSure Corp. is based on a November 2015 survey of Citrix RightSignature customers by TechValidate, a 3rd-party research service.

“We needed a signature quickly. Our insured was out of town on vacation. He received the document on his phone, signed it, and sent back it to us with only a small interruption of his vacation.”

Challenges

  • Primary reasons for choosing Citrix RightSignature:
    • Getting documents signed faster
    • Saving money over printing and/or shipping costs
    • Reducing time spent on admin tasks
    • Improving our professional image with clients/make doing business with us easier
    • Getting organized, secure archive of executed documents
    • Getting a paperless solution for signed documents

Use Case

  • Previous method for getting documents signed prior to RightSignature:
    • E-mail
  • Sends 6-20 documents per month with RightSignature.

Results

  • Saves 1-5 hours per week with RightSignature
  • Since using RightSignature it is easier to do the following:
    • Service remote clients
    • Get time-sensitive documents signed promptly
    • Manage documents and records
    • Receive documents without mistakes

Case Study: Whalen, Davey & Looney, CPA LLP

Introduction

This case study of Whalen, Davey & Looney, CPA LLP is based on a November 2015 survey of Citrix RightSignature customers by TechValidate, a 3rd-party research service.

“We work with a lot of Canadian clients and having RightSignature saves the client from traveling across the border.”

Challenges

  • Primary reason for choosing Citrix RightSignature:
    • Getting a paperless solution for signed documents

Use Case

  • Previous methods for getting documents signed prior to RightSignature:
    • Fax
    • Shipping
    • E-mail
    • Manual / in-person delivery
  • Sends 21-100 documents per month with RightSignature.

Results

  • Saves 1-5 hours per week with RightSignature
  • Since using RightSignature it is easier to do the following:
    • Service remote clients
    • Get time-sensitive documents signed promptly
    • Receive documents without mistakes

Case Study: A&M Biomedical

Introduction

This case study of A&M Biomedical is based on a November 2015 survey of Citrix RightSignature customers by TechValidate, a 3rd-party research service.

“Compared to previous methods, RightSignature helps me get more documents thoroughly completed by clients without errors and omissions.”

“RightSignature is extremely easy to use.”

Challenges

  • Primary reasons for choosing Citrix RightSignature:
    • Get documents signed faster
    • Save money over printing and / or shipping costs
    • Reduce time spent on administrative tasks
    • Improve our professional image with clients / make doing business with us easier

Use Case

  • Previous methods for getting documents signed prior to RightSignature:
    • Fax
    • E-mail
    • Manual / in-person delivery
  • Sends 6-20 documents per month with RightSignature.

Results

  • Saves 1-5 hours per week with RightSignature.
  • Since using RightSignature it is easier to do the following:
    • Service remote clients
    • Provide data security and compliance
    • Get time-sensitive documents signed promptly

Case Study: Investor Fan

Introduction

This case study of Investor Fan is based on a November 2014 survey of ShareFile customers by TechValidate, a 3rd-party research service.

“The ability to have all my client documents in one place, in addition to providing access to each, are the biggest benefits of ShareFile to our firm.”

“Productivity has dramatically improved since using ShareFile.”

Challenges

  • Chose Citrix ShareFile for the following reasons:
    • For better file security
    • To access and/or sync files from mobile and other devices
  • Shared files with the following methods before ShareFIle:
    • Dropbox, Google Drive, or another consumer file-sharing service
    • Net Documents

Use Case

  • Uses ShareFile for the following:
    • Mobile file access
    • Cloud Storage
  • Uses ShareFile from a mobile device to do the following:
    • Conduct business while traveling
    • Display files while meeting with clients and colleagues

Results

  • Finds the following easier since using ShareFile:
    • Windows Sync
  • Has improved productivity by 60-70 % with ShareFile compared to their previous email attachment and FTP solution.
  • Finds the following ShareFile features to be most valuable:
    • Sync
    • Mobile apps

Case Study: Main Street Research LLC

Introduction

This case study of Main Street Research LLC is based on a November 2014 survey of ShareFile customers by TechValidate, a 3rd-party research service.

“With ShareFile, we’ve eliminated over 60% of our paper reporting each quarter, which equates a couple of cases of paper per year. This is very significant for our small company.”

“ShareFile allows us to easily share documents with our clients, while also remaining compliant.”

Challenges

  • Chose Citrix ShareFile for the following reasons:
    • For better file security
    • For its ease of use
    • Easy, secure access for our clients.
  • Shared files using the following method before ShareFIle:
    • Printed, mailed/shipped hard copy documents

Use Case

  • Uses ShareFile for the following:
    • Collaboration
    • Dissiminating sensitive financial documents to our clients.
  • Uses ShareFile from a mobile device to do the following:
    • Conduct business while traveling
    • Display files while meeting with clients and colleagues
    • Get work done when not close to their computer or desk

Results

  • Finds the following easier since using ShareFile:
    • Mobile file access
    • Data security and compliance
    • Collaboration
    • Large file transfer
  • Has improved productivity by 10-19% with ShareFile compared to their previous email attachment and FTP solution.
  • Finds the following ShareFile features to be most valuable:
    • Plugin for Microsoft Outlook
    • Customizable admin and user settings

Case Study: Gordon Brothers Group, Llc

Introduction

This case study of Gordon Brothers Group, LLC is based on a November 2014 survey of ShareFile customers by TechValidate, a 3rd-party research service.

“ShareFile is a cost-effective solution to our business problem of how to share large files securely. Its widespread use by our user community with little training and few requests for assistance is a testament to ShareFile’s ease of use.”

“With ShareFile, our user community is able to share large files quickly and easily without assistance from the IT department.”

Challenges

  • Chose Citrix ShareFile for the following reasons:
    • For better file security
    • To address difficulty emailing large files due to attachment restrictions
    • For its ease of use
  • Shared files with the following methods before ShareFile:
    • Email
    • Fax or FTP
    • CDs or flash drives

Use Case

  • Uses ShareFile for the following:
    • Large file transfer

Results

  • Finds the following easier since using ShareFile:
    • Data security and compliance
    • Large file transfer
  • Has improved productivity by >70% with ShareFile compared to their previous email attachment and FTP solution.
  • Finds the following ShareFile features to be most valuable:
    • Plugin for Microsoft Outlook
    • Tracking and notifications

Case Study: White Oak Financial Management, Inc

Introduction

This case study of White Oak Financial Management, Inc is based on a November 2014 survey of ShareFile customers by TechValidate, a 3rd-party research service.

“We use ShareFile for protecting client data. We love that it is easy to use.”

Challenges

  • Chose Citrix ShareFile for the following reasons:
    • For better file security
    • For its ease of use
  • Shared files with the following methods before ShareFile:
    • Email
    • Fax or FTP
    • CDs or flash drives

Use Case

  • Uses ShareFile for the following:
    • Large file transfer
    • Send documents securely

Results

  • Finds the following easier since using ShareFile:
    • Data security and compliance
    • Large file transfer
  • Has improved productivity by >70% with ShareFile compared to their previous email attachment and FTP solution.
  • Finds the following ShareFile features to be most valuable:
    • Secure sending of files

Case Study: Appraisal Assist

Introduction

This case study of Appraisal Assist is based on a November 2014 survey of ShareFile customers by TechValidate, a 3rd-party research service.

“ShareFile provides full file exchange functionality (e.g., authentication, file transfer, organization, and storage, communications, branding) in the “File Wizard” page of the Appraisal Assist website. As far as clients know, they are on the company site. The ShareFile service and execution made the Appraisal Assist business model possible."

Challenges

  • Chose Citrix ShareFile for the following reasons:
    • For its ease of use
    • Professional and seamless site integration
  • Shared files with the following methods before ShareFIle:
    • Email

Use Case

  • Uses ShareFile for the following:
    • Recieve data files/return reports for appraisers
  • Uses ShareFile from a mobile device to do the following:
    • Not using mobile devices

Results

  • Finds the following easier since using ShareFile:
    • Organized file exchange with authenticated client accounts.
  • Has improved productivity by 60-70 % with ShareFile compared to their previous email attachment and FTP solution.
  • Finds the following ShareFile features to be most valuable:
    • Sync
    • Tracking and notifications
    • Customizable admin and user settings

Case Study: The Habitat Company, LLC

Introduction

This case study of The Habitat Company, LLC is based on a November 2014 survey of ShareFile customers by TechValidate, a 3rd-party research service.

“I like that everyone can access a folder on a project. We can achieve organization even when a project is heavy in terms of gathering documentation.”

“Whenever I need a file, I automatically open my ShareFile account and find the document, as opposed to going into the company network which is a sea of documents. That saves me time.”

Challenges

  • Chose Citrix ShareFile for the following reasons:
    • We wanted to share files and have control over who had access to them.
  • Shared files with the following methods before ShareFIle:
    • Fax or FTP

Use Case

  • Uses ShareFile for the following:
    • Collaboration
  • Uses ShareFile from a mobile device to do the following:
    • Organize files

Results

  • Finds the following easier since using ShareFile:
    • Collaboration
  • Has improved productivity by >70% with ShareFile compared to their previous email attachment and FTP solution.
  • Finds the following ShareFile features to be most valuable:
    • Tracking and notifications
    • Customizable admin and user settings

Case Study: L & L Holding Co Llc

Introduction

This case study of L & L Holding Co LLC is based on a November 2014 survey of ShareFile customers by TechValidate, a 3rd-party research service.

“I’m the ShareFile and the FTP administrator for our company. FTP is very tedious to setup for new users to simply share files. ShareFile saves me a huge amount of time if I don’t want to use FTP for file sharing. With a multiple user [ShareFile] license, my colleagues don’t have to rely on me for FTP setup. I’m a real estate manager not an IT support person, so the less time I spend on [administration] the better.”

“[ShareFile] saves time for everyone. [We] don’t have to burn CD’s, send thumb drives, setup FTP users, etc. We can also request files which is a great feature.”

Challenges

  • Chose Citrix ShareFile for the following reason:
    • To address difficulty emailing large files due to attachment restrictions
  • Shared files using the following methods before ShareFIle:
    • Dropbox, Google Drive, or another consumer file-sharing service
    • Email
    • Fax or FTP
    • CDs or flash drives

Use Case

  • Uses ShareFile for the following:
    • Large file transfer

Results

  • Finds the following easier since using ShareFile:
    • Large file transfer
  • Has improved productivity by over 70% with ShareFile when compared to their previous email attachment and FTP solution.
  • Finds the following ShareFile feature to be most valuable:
    • Plugin for Microsoft Outlook

Case Study: Swinerton Incorporated

Introduction

This case study of Swinerton Incorporated is based on a November 2014 survey of ShareFile customers by TechValidate, a 3rd-party research service.

Challenges

  • Chose Citrix ShareFile for the following reasons:
    • The business chose ShareFile themselves. Employees opened 16 ShareFile accounts on their own, which spoke volumes to our Business Technology leaders. It was obvious the solution we were providing was not working for the end users.
  • Shared files with the following methods before ShareFIle:
    • Dropbox, Google Drive, or another consumer file-sharing service
    • Printed, mailed/shipped hard copy documents
    • Email
    • CDs or flash drives
    • Accellion

Use Case

  • Uses ShareFile for the following:
    • Mobile file access
    • Large file transfer
    • Consumption for end users
  • Uses ShareFile from a mobile device to do the following:
    • Support work in the field

Results

  • Finds the following easier since using ShareFile:
    • Mobile file access
    • Large file transfer
    • Sharing data with field personnel
  • Finds the following ShareFile features to be most valuable:
    • Sync
    • Plugin for Microsoft Outlook



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