Introduction

In recent years, organizations have realized that they need to upgrade to an IT Asset Management (ITAM) tool to manage their devices. Without an ITAM tool, managing thousands of devices across internal and external locations becomes unorganized and expensive.

For companies leasing out equipment to customers and employees, tracking every asset’s status, location, and return timeline is especially challenging. That’s exactly what led Cole Christensen at Teesnap, a cloud-based platform designed to streamline golf course operations, to search for an ITAM tool.

After evaluating several ITAM platforms, Cole and his team chose Teqtivity as their ITAM tool, and below we explore why it was the correct solution for Teesnap.

The ITAM Challenge at Teesnap

Before Teqtivity, the team was tracking thousands of loaned or leased assets through a combination of their MDM and various Google Sheets. Unfortunately, neither provided a unified or accurate picture of their IT assets.

Cole shared, “We didn’t really have a certain place where you could go in and look at everything—it was all different sheets and Google Docs.”

Some key challenges included:

Tracking over 5,000 leased iPads using disconnected spreadsheets.
Inability to identify which specific device information, like locations and owners, for exchanges and returns.
Accuracy challenges due to competing tools providing inconsistent information.
Lack of financial visibility and depreciation data tied to assets.

Why Teqtivity Was the Right Fit for Teesnap

Cole’s team explored several ITAM tool options, and they tested five different ITAM tools. Something that stood out is that during the Teqtivity demo, real asset data was used, and customized workflows were used to test real scenarios. After completing the demo with Teqtivity, Cole decided Teqtivity was best equipped to handle their needs.

Teqtivity’s product features against the others + the benefits that made all the difference for Teesnap:

Customizable Workflows to Track Devices From Deployment to Return

With Teqtivity, Cole gained an accurate and complete view of all of Teesnap’s assets across locations in one dashboard as opposed to flipping through an MDM and sheets to track devices. One of the biggest operational pains Cole faced at Teesnap was ensuring that no devices were being lost, and that was solved after they onboarded Teqtivity.

“[Before] it was always hard to track which asset was supposed to be coming back. Now I can see exactly which one is in transit and which one should be returned. I don’t have to guess anymore,” says Cole.

Every touchpoint with a device—from deployment to return—now starts and ends in Teqtivity. Cole was also able to customize Teqtivity to fit his organization’s needs, eliminating unnecessary steps from his previous ITAM workflow.

As a result, this eliminated weeks of back-and-forth with customers and reduced the number of lost devices.

“Now, if a customer says ‘I don’t owe you an iPad,’ I can pull up the exact device and proof. That conversation is over in seconds…[Our ITAM is] almost bulletproof now. Unless a customer loses a device, we can’t lose it anymore.”

The platform has helped Teesnap standardize its ITAM processes, as well as identify and eliminate losses.

Integrations with Existing Tools

Teqtivity integrates out-of-box with dozens of necessary tools, ranging from HR, help desk, procurement and more. Teesnap has benefited from these integrations to further centralize and automate its ITAM processes.

With over 2,000 devices shipped annually, the Teesnap team heavily relies on Teqtivity’s integrations with Shipstation and UPS. Additionally, Cole is saving hours of manual updates because status changes are automatically updated with the integration.

Cole said: “I used to have to look up orders in ShipStation, click the tracking link, and go to the carrier site. Now I see all the tracking info right on the Teqtivity dashboard. It’s amazing.”

Teqtivity’s integration with HubSpot Ticketing has also given Cole further insight into the device history. With such integration, he can gain insight into clients’ tickets linked to devices, providing context for every action without having to dig through records.

“You can’t remember everything. But now [with the Hubspot integration] I click on the device, see the ticket, and instantly know what issue it had and why it was replaced. It’s been great.”

With these integrations, Teesnap is able to reduce its manual processes for tracking devices, resulting in accurate records on all of its devices.

Teqtivity’s Smooth Onboarding & Consistent Support

From contract signing to full implementation, the entire process to implement Teqtivity took less than four weeks. Cole also shares that the learning curve was low because Teqtivity’s dashboard is straightforward and easy to navigate.

“[Implementation] was seamless. Honestly, I expected a lot more work on my end. But [Teqtivity] handled everything, uploaded the data, configured the workflows, it was super quick.”

Support didn’t stop after Teesnap went live. Through a dedicated Slack channel, the team has access to Teqtivity experts who can help with questions and requests in a timely manner.

“Support’s been great. The Slack channel makes everything so easy. Someone always replies, even just to say, ‘We’re on it.’ That goes a long way.”

Teqtivity is approachable in nature since you first begin to use the tool until you may need additional help.

Ready to Upgrade Your ITAM Program?

Teqtivity has helped Teesnap transform its ITAM process, from precise asset tracking and seamless integrations to a centralized dashboard that delivers clear results. But ITAM isn’t just for internal use. As demonstrated by this use case, the platform is versatile enough to manage assets not only within your organization but also across external vendors and partners, supporting complex “wheel and spoke” type workflows.If your ITAM program needs a refresh or you’re looking to better manage both internal and external assets, connect with one of our experts to see how Teqtivity can fit your organization’s unique needs. Book a demo today.

Solution Spotlight: Teqtivity for Teesnap