CASE STUDY

CliftonLarsonAllen

CLA improves global employee device support and reduces tax season downtime with ControlUp

Headquarters: Minneapolis, Minnesota
Founded: 2012
Employees: ~10,000
Industry: Accounting and Professional Services
Key Platforms: Azure Virtual Desktop (AVD), ServiceNow, Zscaler
The Challenge

  • Limited endpoint visibility: Global devices and remote workers stretched support beyond what legacy tools could handle.
  • Service desk complexity: Teams relied on dated remote tools and screen-shares, slowing troubleshooting.
  • Security and device control: Overseas growth increased the need for remote investigation and device isolation.
  • Infrastructure shift: Migration away from domain join and full VPN required a modern endpoint-centric approach.
The Tools

  • ControlUp for VDI
  • ControlUp for Desktops
The Result
  • Unified remote support: Older remote access tools and screen sharing replaced by a single support platform
  • Improved security investigation: Automated device isolation maintains ControlUp access for diagnostics
  • Global endpoint visibility: Consistent support for users in the United States, United Kingdom, India, and Asia
  • Cloud ready support: ControlUp supports AVD without requiring new infrastructure in each region
  • Faster troubleshooting: Remote shell and device visibility reduce escalation and speed investigation
  • Reduced downtime: More responsive remote support and faster issue resolution during business critical tax season

CliftonLarsonAllen (CLA) is one of the largest professional services firms in the United States. The organization provides audit, tax, wealth management, and advisory services and has recently expanded into building software solutions. That expansion has driven rapid employee growth in multiple regions around the world.

Today, CLA supports approximately 9,000 laptops and 600 Azure Virtual Desktop sessions across multiple geographies. With the business growing through both acquisition and organic hiring, ensuring consistent support for remote employees quickly became a strategic priority.

The Challenge

As CLA moved from domain joined and VPN centric devices to Microsoft Entra joined endpoints and lightweight VPN use, traditional support methods became increasingly difficult to manage. The service desk relied on older remote access tools and Microsoft Teams screen sharing, which slowed investigations, required unnecessary escalations, and often depended on the user being connected to VPN.

International hiring and acquisitions added to the complexity. Many new employees began working from regions without existing infrastructure or device management capabilities. When applications were missing or malfunctioning, IT often lacked visibility into affected devices or the ability to inspect them remotely.

Security investigations also depended heavily on a user’s ability to connect. When devices were isolated due to compliance concerns, engineers were unable to access those devices until users returned to an office location.

“We had pretty limited visibility into anything. Instead of handing multiple tools, we wanted a single approach.”
Dietrich Schubert, Senior VDI Engineer at CLA

The Solution

CLA first introduced ControlUp to expand visibility into Remote Desktop workloads, then quickly expanded to use ControlUp for VDI to manage AVD deployments and ControlUp for Desktops for laptops and PCs.

With ControlUp, service desk teams and engineers gained the ability to view device performance, support login issues, terminate problematic processes, and open remote PowerShell sessions without requiring the user to connect through VPN. Remote shell capabilities became a central part of engineering workflows, allowing investigations to proceed while users continued working.

ControlUp also enabled CLA to build automated device isolation workflows. When a compliance issue occurs, CLA can isolate a device from internal resources while still maintaining ControlUp connectivity. This allows engineers to investigate and respond immediately rather than waiting for physical access.

As CLA expanded to new regions, ControlUp allowed the organization to support AVD sessions without deploying infrastructure in each geography. Administrators deploy the ControlUp agent and tag new devices, which enables centralized support for all global endpoints.

“We needed something that worked internationally without building infrastructure in each region. ControlUp for VDI and ControlUp for Desktops just work.”
Dietrich Schubert, Senior VDI Engineer at CLA

The Result

ControlUp has become a day-to-day support tool for the service desk and engineering teams across CLA. By consolidating remote viewing, remote shell, and device troubleshooting into a single platform, CLA has reduced reliance on legacy tools and improved consistency across global support processes.

The impact is especially noticeable during critical periods such as tax season when downtime tolerance is low and support responsiveness is essential. Analysts can investigate issues more quickly, reduce escalations, and spend less time coordinating remote screen shares.

Device isolation capabilities have strengthened security posture and reduced investigation delays. With ControlUp access maintained during isolation, engineers can perform diagnostics immediately, even for overseas endpoints.

“ControlUp empowers our service desk to actually function as a service desk again. They do not always need to come to us. ControlUp gives us visibility no matter where the device is. You do not need to think about VPN. You just solve the problem.”
Dietrich Schubert, Senior VDI Engineer at CLA

Looking forward, CLA plans to deepen integration between ControlUp and ServiceNow, including chatbot initiated remediation for common issues and automated script execution. Engineering teams have already developed internal modules that streamline data collection and centralized logging using ControlUp APIs.

ControlUp now forms a consistent foundation for CLA’s global support strategy, enabling users across multiple continents to stay productive, secure, and connected to the organization’s core services without requiring traditional infrastructure or VPN dependencies.