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How to have difficult conversations 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