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Customer Story

Keap Goes Cloud-First with Zylo and Okta Leading the Charge

  • industry: Software
  • founded: 2001
  • headquarters: Chandler, Ariz.
  • employees: 1,000
  • Key Outcomes
    • Leveraged usage analytics to drive optimization and security
    • Gained visibility into SaaS portfolio to stay in front of shadow IT
    • Increased IT efficiency and productivity
Challenge 1

Insights into SaaS Usage and Spend

Keap (formerly known as InfusionSoft) builds cloud-based products for its ever-growing base of small business customers, indicating a strong need for a cloud-first mindset internally. The company needed up-to-the-minute insight into SaaS usage and spending to make the best possible decisions, and wanted to make it easier for employees to sign into work-critical systems without compromising security.

Zylo leverages the usage patterns data that Okta generates to highlight where to take performance-boosting action. Leveraging both tools in tandem, Keap is far better prepared to track usage of and spending on SaaS solutions, metrics that can influence license purchasing, policy enforcement, and other important considerations.

“Conversations with LOBs have become richer through utilization data,” said former IT Leader Ryan Johnson. “From under-utilized solutions to unnecessary expensed purchases, with Zylo, we can better understand the nature of the problem and seek informed solutions.”


Challenge 2

Ensuring Saas Compliance and Security

In a recent risk assessment, Josh McCoy, systems engineer at Keap, said metrics provided by Zylo (and enhanced by Okta) helped them consider the scope of certain systems that house or transmit confidential information. Zylo’s uniquely powerful outlook further helps the company determine software purchases that evade established processes and thus help Keap technical staff “stay in front of shadow IT,” according to the systems administrator.


Challenge 3

Drive IT Efficiency and Productivity

Utilizing Zylo, Keap and its employees make smarter application purchases, and the company can buy better provisions for its staff. Instead of going through rigorous review processes to determine usage and compliance (a complex task that involved spreadsheet tracking, user interviews, and other time-consuming manual tasks, per McCoy), the two systems give Keap the at-a-glance view they need to make smart decisions.

“Okta and Zylo really compliment each other,” said McCoy. “[The partnership] allows us to make informed decisions and better communicate with the business around where we are going strategically, what opportunities we have, and then, how we can best partner with the business to provide solutions and services that are in line with our strategic goals to help small businesses.”

Zylo’s ability to report data generated by Okta creates a synergy that enables Keap’s cloud-first strategy. Moreover, the products work to streamline processes both in Keap’s IT department and the larger organization.

Story originally published on

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