The organization relied on static Google Sheets to track mission-critical IT hardware, a manual process that suffered from chronic data decay and "version control" issues. This manual process led to "ghost assets," difficulty tracking ownership, and a total lack of visibility during employee transitions. Without a direct link between an asset and its support history, IT was forced to manually reconcile data across disconnected platforms, leading to duplicate hardware purchases, unclear processes for repair, and, ultimately, the absence of real-time inventory data left leadership "flying blind," unable to accurately forecast hardware refresh cycles or provide a defensible IT budget.

I engineered a custom Equipment object to serve as the definitive "Source of Truth" for all hardware, capturing critical data points like ownership, serial numbers, and status. To transform this data into an active workflow, I integrated a Case Queue system to centralize tech repairs and requests, utilizing Assignment Rules to ensure instant routing to the appropriate IT personnel. Finally, I created flows to automate alerts for case updates. This new process streamlined the provisioning and retrieval of assets, eliminated duplicate entries and manual errors by moving from a flat sheet to a relational database, reduced the lag time for new and repair tech requests and enabled a 360 reporting on asset health, availability and ownership. This transition shifted IT from a reactive "break-fix" mindset to a proactive, data-driven budgeting model, ensuring leadership has a clear view of upcoming capital expenditures based on real-time inventory health.