©2015 – Nathan Davenport
How a SharePoint / Workflow Implementation
Empowered End Users, Enhanced Staff Productivity
and Saved ~$120K annually
PurchaseRequestSystem
AssetManagement
©2015 – Nathan Davenport
PurchaseRequestSystem
Request FormAssetManagement
DT-20120518T13:25:01-1
Desktop Laptop Tablet
Non-
Standard
Mobile Software Accessories
Equipment or Software List Tied Accessories
Approval, Account and Shipping details
©2015 – Nathan Davenport
PurchaseRequestSystem
Tracking & Installation FormAssetManagement
Installed 20120520T14:06:12Shipped 20120520T14:06:12Ordered 20120520T14:06:12
DT-20120518T13:25:01-1
Request, Approval, Account and Shipping details
Workflow Approvals and Actions
(only shows one step at a time,
each communicates status)
Approve Reject 20120519T18:34:92
©2015 – Nathan Davenport
PurchaseRequestSystem
ReportingAssetManagement
Tact Time
Requested
Approved
Ordered
Shipped
Delivered
Installed
Month,
Qty, $
Month,
Qty, $
Month,
Qty, $
Month,
Qty, $
Month,
Qty, $
Month,
Qty, $
Month,
Qty, $
0
100
200
300
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Dept - Overview
Admin Sale/Mkt Info Supply Research
©2015 – Nathan Davenport
PurchaseRequestSystem
Automated Migration ScriptAssetManagement
' ====================================================
' Language: VBScript
' Name: Migrate.vbs
' Author: Nathan Davenport
' Date: 7/2010
'
' Description:
' This application will backup or restore all user date and
‘ network / printer settings producing an automated
‘ migration tools for PC replacements.
' Free for all users, but leave in this header
' (C) 7/2010
' ====================================================
Option Explicit
' * Declare basic objects
' ----------------------------------------------------
Dim strComputer : strComputer = "."
Dim objFSO : Set objFSO = CreateObject("Scripting.FileSystemObject")
Dim objShell : Set objShell = CreateObject("WScript.Shell")
©2015 – Nathan Davenport
PurchaseRequestSystem
Hardware Purchasing & Installation ProcessAssetManagement
ManagerPurchasingVendorCustomerInstaller
Approve
Request
Request
Form
Order
(eSpree)
Fill
Order
Shipped
Email
Ship
Product
Schedule
Install
Schedule
Install
(Email)
Purchase
Note
(Email)
Install
Update
SP List
Schedule
Disposal
Update
SP List
Non-
Standard
Quote
SharePoint Form & Workflow
PC, iPad, SmartPhone
Adjusted Sept 2014
©2015 – Nathan Davenport
PurchaseRequestSystem
Hardware Purchasing & Installation ProcessAssetManagement Microsoft, Adobe, Aqua Data, Snag-it, Beyond Compare, etc.
ManagerPurchasingVendorCustomerCompDoc
Approve
Request
Request
Form
Order
(eSpree)
Fill
Order
eMail
Key
Install
from AIM
Purchase
Note
(Email)
Send
Disk(s)
Update
SP List
Install
from AIM
Forward
(Email)
Install
from Disk
Request
Disk(s)
eMail
Key
Aqua Data /
SnagIt
Beyond Compare
Non-
Standard
Quote
Adobe Acrobat
SharePoint Form & Workflow
Adjusted Jan 2013
©2015 – Nathan Davenport
PurchaseRequestSystem
Hardware Break / Fix Services ProcessAssetManagement Walk-in, Cases
Adjusted Sept 2014
ServiceDesk
Hardware
Services
CustomerVendor
Call or
Email
Walk-in
Create
Case
Create
Assign
Case
Work Case
Ship
Parts
Order
Parts
Calback
CaseUpdate
Waiting on
Customer
Close
Case
On Hold
Waiting on
Parts
Waiting on
Customer
©2015 – Nathan Davenport
PurchaseRequestSystem
Hardware Disposal Services ProcessAssetManagement Request Form, Disposal
Adjusted Sept 2014
Case
Review
ServiceDesk
Hardware
Services
CustomerInstaller
Schedule
Disposal
Request
Disposal
Create
Assign
Case
Waiting on
Customer
Contact
Customer
Pickup
Equipment
Request
Review
Case
Close
Marked
Disposed
Reschedule

WorkFlow - Asset Management Services

  • 1.
    ©2015 – NathanDavenport How a SharePoint / Workflow Implementation Empowered End Users, Enhanced Staff Productivity and Saved ~$120K annually PurchaseRequestSystem AssetManagement
  • 2.
    ©2015 – NathanDavenport PurchaseRequestSystem Request FormAssetManagement DT-20120518T13:25:01-1 Desktop Laptop Tablet Non- Standard Mobile Software Accessories Equipment or Software List Tied Accessories Approval, Account and Shipping details
  • 3.
    ©2015 – NathanDavenport PurchaseRequestSystem Tracking & Installation FormAssetManagement Installed 20120520T14:06:12Shipped 20120520T14:06:12Ordered 20120520T14:06:12 DT-20120518T13:25:01-1 Request, Approval, Account and Shipping details Workflow Approvals and Actions (only shows one step at a time, each communicates status) Approve Reject 20120519T18:34:92
  • 4.
    ©2015 – NathanDavenport PurchaseRequestSystem ReportingAssetManagement Tact Time Requested Approved Ordered Shipped Delivered Installed Month, Qty, $ Month, Qty, $ Month, Qty, $ Month, Qty, $ Month, Qty, $ Month, Qty, $ Month, Qty, $ 0 100 200 300 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Dept - Overview Admin Sale/Mkt Info Supply Research
  • 5.
    ©2015 – NathanDavenport PurchaseRequestSystem Automated Migration ScriptAssetManagement ' ==================================================== ' Language: VBScript ' Name: Migrate.vbs ' Author: Nathan Davenport ' Date: 7/2010 ' ' Description: ' This application will backup or restore all user date and ‘ network / printer settings producing an automated ‘ migration tools for PC replacements. ' Free for all users, but leave in this header ' (C) 7/2010 ' ==================================================== Option Explicit ' * Declare basic objects ' ---------------------------------------------------- Dim strComputer : strComputer = "." Dim objFSO : Set objFSO = CreateObject("Scripting.FileSystemObject") Dim objShell : Set objShell = CreateObject("WScript.Shell")
  • 6.
    ©2015 – NathanDavenport PurchaseRequestSystem Hardware Purchasing & Installation ProcessAssetManagement ManagerPurchasingVendorCustomerInstaller Approve Request Request Form Order (eSpree) Fill Order Shipped Email Ship Product Schedule Install Schedule Install (Email) Purchase Note (Email) Install Update SP List Schedule Disposal Update SP List Non- Standard Quote SharePoint Form & Workflow PC, iPad, SmartPhone Adjusted Sept 2014
  • 7.
    ©2015 – NathanDavenport PurchaseRequestSystem Hardware Purchasing & Installation ProcessAssetManagement Microsoft, Adobe, Aqua Data, Snag-it, Beyond Compare, etc. ManagerPurchasingVendorCustomerCompDoc Approve Request Request Form Order (eSpree) Fill Order eMail Key Install from AIM Purchase Note (Email) Send Disk(s) Update SP List Install from AIM Forward (Email) Install from Disk Request Disk(s) eMail Key Aqua Data / SnagIt Beyond Compare Non- Standard Quote Adobe Acrobat SharePoint Form & Workflow Adjusted Jan 2013
  • 8.
    ©2015 – NathanDavenport PurchaseRequestSystem Hardware Break / Fix Services ProcessAssetManagement Walk-in, Cases Adjusted Sept 2014 ServiceDesk Hardware Services CustomerVendor Call or Email Walk-in Create Case Create Assign Case Work Case Ship Parts Order Parts Calback CaseUpdate Waiting on Customer Close Case On Hold Waiting on Parts Waiting on Customer
  • 9.
    ©2015 – NathanDavenport PurchaseRequestSystem Hardware Disposal Services ProcessAssetManagement Request Form, Disposal Adjusted Sept 2014 Case Review ServiceDesk Hardware Services CustomerInstaller Schedule Disposal Request Disposal Create Assign Case Waiting on Customer Contact Customer Pickup Equipment Request Review Case Close Marked Disposed Reschedule