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
An empty office floor in morning light
A spreadsheet that became a systemHow it runs now
  1. Holds each device as a recordclient, serial, purchase date, warranty, refresh date, lifecycle stage
  2. Validates each entry as it’s made
  3. Reports across every client: what’s aging out, due or under warranty
  4. Decides renewals and replacements
Specimen · sample rows, no client data

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.

hardware_FINAL_v7

What was really going on

The team needed structured, queryable records, without a heavy tool they’d refuse to use.

How it runs today

  1. The systemHolds each device as a recordclient, serial, purchase date, warranty, refresh date, lifecycle stage
  2. The systemValidates each entry as it’s made
  3. The systemReports across every client: what’s aging out, due or under warranty
  4. A personDecides renewals and replacements
Warranty renewals and end-of-life recommendations are still a person’s call.

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

Your brief · 1 of 3

What brings you here?

See what we’d build first at a firm like yours.

What would this be worth at your firm?

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