How Integrity Software Limited solved everyday use cases effectively with Asset & Configuration Management

Before installing the Asset & Configuration management

Integrity was using Easy Project before installing the plugin. However, there was a need for IT asset management and IT Service management in general. This was a critical point to make sure services and products are delivered efficiently.

The assignment

In this case study, the use cases should demonstrate how Easy Project can solve problems related to IT Asset Management (ITAM), IT Service Management (ITSM) and Sales Management. For example, the use case for ITAM should show how Easy Project can help track the usage of assets and ensure they are used effectively by providing customisable reports with alerts. In contrast, the use case for ITSM should demonstrate how Easy Project can help manage the end-to-end delivery of IT services by combining project and asset management. Finally, the use case for Sales Management should illustrate how Easy Project can provide simple contact and product management systems to supplement existing B2B CRM solutions. The assignment is to explain how each use case can solve their problems and needs.

Expectations to meet:

• Ability to create custom asset types with no code experience
• Functions to connect different asset types
• Features to connect assets to projects, tasks and other modules of Easy Project
• Integration capabilities to connect assets with external services and automate manual work
• Automatic notifications based on various parameters.

The business needs

IT Asset Management

Businesses require IT Asset Management (ITAM) solutions that can provide detailed tracking and maintenance of their IT assets. These solutions should include tools for efficient monitoring and usage, alerts to responsible personnel when repair or replacement is necessary, report generation for data analysis and visibility into maintenance history, usage, and other metrics. This ensures that businesses have a comprehensive view of their IT assets.

IT Service Management

Companies today have an increasingly complex set of needs when it comes to IT service management (ITSM) that can only be met with specialized solutions. These solutions should be able to manage the end-to-end delivery of IT services, connect assets with projects and tasks, and generate easily readable reports on asset-tasks relations. Ultimately, these capabilities can help businesses ensure better operational efficiency and cost savings while maintaining high-quality service levels.

Sales Management

Current market situation demands powerful tools to effectively manage sales operations and maximize profits. They need software solutions that enable advanced tracking of customer information, products sold, and other CRM features; the ability to generate reports that give a comprehensive view of customer-product-service relationships; and visibility into key sales performance metrics such as revenue and customer satisfaction. These are essential needs when it comes to sales management.

Business related problems

The problems related to IT Asset Management (ITAM) include:

• Difficulty tracking the usage of assets and ensuring they are used effectively.
• Inability to set up alerts to notify responsible workers when an asset is due for maintenance or requires a replacement.
• Challenging to generate reports that help analyze data related to IT assets.
• Lack of visibility into asset maintenance history, usage and other essential metrics

The problems related to IT Service Management (ITSM) include: 

• Difficulty managing the end-to-end delivery of IT services.
• Inability to effectively connect assets with projects and tasks.
• Challenge to generate easily readable reports on asset-tasks relations. 

The problems related to Sales Management include: 

• Difficulty tracking customer information and products sold.
• Inability to effectively integrate with external CRMs.
• Limited ability to extend existing B2B CRM features.
• Challenge to generate reports that provide a clear picture of the relationships between customers, products and services.
• Lack of visibility into sales performance metrics.

IT Asset Management (ITAM)

IT asset management is a set of business practices that combines financial, inventory and contractual functions to ensure the effective use of assets and support strategic decision-making. Easy Project can help you manage and include your IT assets in project management.

Easy Project offers a range of features that can help you with IT asset management. For example, you can create a custom asset type to keep all the information about specific assets and connect the property to other modules such as projects, tasks, and opportunities.

Once you have created an inventory of your IT assets, Easy Project can help you track their usage and ensure they are used effectively by providing comprehensive, customisable reports. For example, you can set up alerts to notify responsible workers when an asset is due for maintenance or require a replacement. You can also track the licenses' status to ensure renewal before the deadline.

Another valuable feature of the Asset & Configuration management plugin is the ability to generate reports that help analyze data related to your IT assets. For example, Easy Project can summarize asset usage, maintenance history, and other essential metrics, allowing you to make data-driven decisions about managing your IT assets.

Key points:

• Custom asset types allow keeping all needed data about assets.
• Customisable reports to support asset management.
• Alerts to send automatic notifications based on assets' parameters.

IT Service Management (ITSM)

IT service management is critical for any organization that wants to deliver its IT services effectively and efficiently. Easy Project can help you manage the end-to-end delivery of your IT services by combining Project and Asset management.

One of the key features of Easy Project is its ability to connect assets with projects and tasks. This feature can be very useful in reporting software issues and managing updates.

For example, if a hardware asset needs replacement, you can create a task in Easy Project to replace it and link it to the relevant hardware asset in your inventory. Dashboards can show this information in the form of reports to give a clear overview to managers.

Another helpful feature of Easy Project is its ability to connect different asset types. So you can link software assets to the hardware, for example, and ensure you have a clear picture of your infrastructure.

Key points:

• Users can interconnect different asset types.
• Workers can connect assets to tasks giving a clear overview of all the operations made for a particular asset.
• Sophisticated reports based on asset-tasks relations.

Sales Management

Imagine a company needing information about customers and products (services) sold to them in the Easy Project. And at the same moment, the company doesn't need a sophisticated CRM for some reason. Instead, Asset & Configuration management allows an overview of the contacts with projects and products concerning customers.

Key points:

• Simple contacts and product management.
• Helpful for integrations with external CRMs.
• Extend existing B2B CRM.

The results

Easy Project ACM provided an effective solution to the problems outlined above. It offers comprehensive features such as custom asset types, customisable reports, alerts and the ability to connect different asset types that enable organizations to manage their IT assets and services seamlessly. Also, Easy Project enables users to connect assets with projects and tasks for efficient reporting, tracking and analysis

Therefore, Easy Project ACM delivered an integrated and efficient solution to the outlined challenges and it might be beneficial for any organization looking to manage its IT assets and services effectively.