Case · IT services
Hardware across every client, in records the team trusts
Each device is a validated record, with reports on what’s aging out, due or under warranty for every client.
- Client
- A managed IT services provider
- Industry
- IT services · North America
- The work
- A spreadsheet that became a system

- Holds each device as a recordclient, serial, purchase date, warranty, refresh date, lifecycle stage
- Validates each entry as it’s made
- Reports across every client: what’s aging out, due or under warranty
- Decides renewals and replacements
Before
Where the time was going
Several people edited the spreadsheet. Updates were uneven, formulas had been broken and patched, and every new client or column made it more fragile.
What was really going on
The team needed structured, queryable records, without a heavy tool they’d refuse to use.
How it runs today
- The systemHolds each device as a recordclient, serial, purchase date, warranty, refresh date, lifecycle stage
- The systemValidates each entry as it’s made
- The systemReports across every client: what’s aging out, due or under warranty
- A personDecides renewals and replacements
After
What changed for the firm
Entry is faster than the spreadsheet ever was, the data is trusted, and new clients add no fragility.
More like this
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What brings you here?
See what we’d build first at a firm like yours.
What would this be worth at your firm?
In one working session, we find the process worth fixing first and show you what it’s worth.