Discovery and CMDB Overview

The GreenITco ITAM & ITSM Platform is a comprehensive solution designed to help organizations centrally manage their IT and non-IT assets throughout their complete lifecycle. The Asset Management module provides a centralized system for managing assets, users, locations, inventory, licenses, maintenance activities, software, warranties, asset movement, asset history, and other asset-related information. It enables organizations to maintain complete visibility and control over their assets from the initial procurement and registration stage through allocation, tracking, maintenance, audit, transfer, return, and disposal.

The ITM Asset Management module is designed to manage assets across different types of organizations, companies, departments, users, and locations. It supports both IT and non-IT assets, allowing organizations to manage items such as laptops, computers, servers, and other organizational assets from a centralized portal. The system maintains important asset information such as asset tags, service tags, asset type, asset model, manufacturer, category, status, ownership, location, purchase information, warranty information, and custom fields.

The platform provides complete visibility across the asset lifecycle, beginning with procurement and discovery and continuing through allocation, tracking, maintenance, audit, and disposal. Assets can be added manually, imported in bulk through Excel, or automatically discovered using an agent. The solution also supports discovery through different environments and methods, including Active Directory, agents, Azure Cloud/Intune, and network discovery. This allows organizations to maintain a centralized and updated inventory of their assets while reducing the dependency on manual tracking.

Asset Management also supports the management of users and their associated assets. Assets can be assigned to users and managed through check-in and check-out processes. The system provides visibility into which assets are assigned to which users and locations, helping organizations maintain accurate records of asset ownership and utilization. It also supports asset transfers, returns, asset restoration, and other asset operations required during the asset lifecycle.

The module provides a structured process for asset allocation and user acceptance. When an asset is allocated to a user, the user can review the allocated asset information and digitally acknowledge the asset through an EULA (End User License Agreement) workflow. The EULA process supports digital acceptance and OTP-based verification, providing a record of user acknowledgement for assigned assets.

The system also maintains detailed asset history, allowing organizations to track activities and changes associated with assets. This includes information related to allocation, movement, transfers, check-in, check-out, maintenance, and other lifecycle activities. Such centralized information helps organizations understand the current and historical status of assets and supports better control over asset operations.

The Asset Management module also covers warranty management, license management, accessories, consumables, audits, maintenance, and disposal. Organizations can maintain warranty-related information and monitor asset-related records from a single system. License information can also be managed along with other asset information, allowing software and license-related details to be maintained as part of the overall asset management process.

The platform provides dashboards and reports for monitoring important asset-related activities. These include asset movement, opening and closing stock, ready-to-deploy assets, check-in/check-out activities, and inactive users with assigned assets. This gives management and administrators a centralized view of asset operations and helps them monitor the status and movement of assets across the organization.

The system can also be configured according to an organization's structure. It supports multiple companies, locations, departments, employees, users, and devices, allowing organizations with complex structures to organize their asset information appropriately. Companies and locations can be added to the system, and employees can be associated with the appropriate company, location, and department. Role and privilege management can also be configured to control access to asset information and operations.

The Asset Management solution supports bulk user import through Excel, user information management, role and privilege management, device management, and company-wise or location-wise access. Device operations such as adding, editing, deleting, checking in, checking out, and restoring devices can be handled through the system. This provides a structured approach to managing users and their associated devices across multiple organizational entities.

The platform can also integrate with existing systems and information sources. Integration possibilities include HR applications, Google Workspace, Azure AD, and other sources, allowing employee and asset information to be maintained with less manual effort. The solution also supports Azure-based authentication as well as general username and password login, depending on the configured environment.

For organizations that manage assets across multiple stores or locations, the Asset Management solution addresses challenges such as manual tracking of store-level documentation and compliance, monitoring license and contract expiry, renewal alerts, maintenance schedules, asset movement, and asset utilization. The platform provides a centralized approach for maintaining these records and improving visibility across different locations.

The solution is also designed to support enterprise-level requirements through role-based access control, dashboards, custom reports, automated reports, scheduled maintenance, compliance monitoring, patch management, remote access, and EULA-based asset acknowledgement. These capabilities allow Asset Management to work as part of a broader IT management environment rather than as a standalone inventory system.

Overall, the ITM Asset Management module provides organizations with a centralized and structured way to manage their complete asset lifecycle. It brings together asset registration, discovery, allocation, user acceptance, tracking, movement, maintenance, warranty, licenses, audits, reporting, check-in/check-out, and disposal within a single platform. By maintaining asset, user, location, and lifecycle information in one centralized system, organizations can improve visibility and reduce manual effort involved in managing their IT and non-IT assets.

RFID is a technology supported by the GreenITco ITM platform for asset tracking and movement management. It is used as part of the asset management capabilities to improve visibility of assets and help organizations track asset movements.

The ITM platform supports RFID-based asset movement tracking, allowing organizations to maintain visibility of assets as they move between locations. RFID is integrated with the broader Asset Management system so that asset information and movement can be managed through a centralized platform.

The RFID-based approach can be used for asset visibility, movement tracking, lifecycle management, and real-time location tracking. The source specifically discusses the use of an asset management and RFID-based tracking solution together with SAP integration.

RFID also supports the identification and tracking of assets through their lifecycle. The source describes a complete tracking flow involving unique asset identification, asset transfers, RFID tracking, maintenance, depreciation, and handling of existing assets.

The ITM platform also supports RFID integration along with QR/barcode-based asset identification. Asset information can be captured and managed within the centralized system, while RFID provides an additional mechanism for tracking asset movement.

The Greenitco ITM Portal – Network Inventory provides centralized visibility into hardware and software information of devices detected through the ITM agent. It enables organizations to view machine-level information and generate organization-wide reports for inventory, software, licenses, RAM, and hard-disk details.

The portal also provides filtering and download options, allowing users to select specific software/licenses or download the available inventory data for the entire organization.

The Network Inventory module is used to discover, scan, and maintain information about devices connected to the network. It collects device details through agents and other available sources such as Active Directory synchronization, manual entry, and Excel import.

The module helps administrators view device information such as hostname, OS version, serial number, and device status in a centralized inventory. It also supports periodic scanning to keep device information updated.

The Network Inventory module provides detailed information about devices detected through the network agent. It allows users to view hardware and software information for machines and generate reports based on the available inventory data.

During the discussion, the main requirement was to obtain organization-wide reports for hardware and software information, including license details, hard disk information, and RAM information. The availability of processor and graphics card reports was also discussed as an additional requirement.

GreenITco’s ITM Tool is an integrated enterprise platform designed to manage IT and non-IT assets, service management, remote desktop access, procurement, live monitoring, and patch management from a single system.

The platform supports the complete asset lifecycle, starting from asset procurement and discovery through configuration, allocation, maintenance, repair, depreciation, scrapping, and final disposal. IT assets can be discovered through agent-based or agentless methods, while non-IT assets can be added through Excel import, file-register information, or SAP integration.

The platform also provides network discovery, software and hardware information, license tracking, RFID and barcode integration, asset movement tracking, ticketing, remote desktop management, patch management, and reporting capabilities.

For ITSM and support operations, users can raise tickets through multiple channels such as the portal, email, mobile application, and WhatsApp. An AI layer can handle and answer queries first, and unresolved issues can be transferred to the human support layer and subsequently to vendors when required.

The tool can also be used across multiple companies and departments, with company-wise dashboards and centralized asset and service management. It supports integrations with systems such as Azure Cloud, VMware, SAP, RFID, barcode systems, and other enterprise applications.

The discussion focused on providing an overview of the Green IT Core Technologies ITM platform for a partner team. The session covered the company's product portfolio, asset management, network discovery, licensing, maintenance, patch management, ITSM, AI-based ticketing, integrations, deployment model, data localization, customization, and licensing approach.

The Project Implementation focused on configuring and troubleshooting the ITM Asset Management and Network Inventory environment. The discussion mainly covered Active Directory (AD) inventory, Windows and Linux device discovery, agent installation, network connectivity, RPC/WMI issues, Linux agent prerequisites, automatic data synchronization, user import, location mapping, SMTP configuration, and Single Sign-On preparation.

The implementation uses both AD-based discovery and local agents as backup mechanisms. The team also discussed the Linux agent setup, including required packages and shell-script execution, and verified that successfully collected device information is synchronized with the ITM portal.

The meeting focused on issues with asset summary dashboard calculations — specifically around disposal counts, closing balances, and reporting accuracy.

Mismatched totals between disposed assets and overall counts.

Inconsistencies in closing balance calculations (vertical vs. horizontal).

Need for accurate opening/closing balances across categories (ready to deploy, deployed, scrap, lost).

Clarification on user roles and permissions within the portal (admin, super admin, technician, user).

The objective was to refine the dashboard logic so that asset counts, disposals, and balances align correctly across reports.

The Project Implementation provides a centralized solution for managing IT assets, users, asset movements, employee exits, email notifications, and reporting. The implementation helps organizations maintain accurate information about users and their assigned assets throughout the asset lifecycle, from assignment and check-out to check-in, replacement, return, and employee exit.

The system also provides an Asset Summary Dashboard to monitor opening and closing stock, ready-to-deploy assets, and daily asset movements. User management and Google Workspace synchronization help maintain updated user information and status, while the employee exit/FNF process helps identify assets that are still assigned to employees who are leaving the organization.

The Asset Summary discussion focused on validating the Asset Summary dashboard, particularly the accuracy of dashboard cards, date-based filtering, opening and closing balances, asset-status information, asset transactions, export functionality, and data consistency.

The team reviewed the dashboard by applying a specific date range and comparing the records displayed in the dashboard with the underlying asset data. The discussion also covered check-in and check-out information, status and reason mapping, export functionality, data mismatch issues, and additional requirements such as bulk import and bulk update.

The troubleshooting discussion focused on the requirement to display license-related information in a customer report. The customer wanted to use a custom report to obtain specific information related to licenses allocated or checked out to devices.

During the discussion, it was clarified that the existing custom report is designed for the device/asset module and does not directly provide license-module information. A device may have multiple licenses, and a license may be allocated to multiple devices, so license information cannot always be displayed directly within the existing device report.

The customer required information such as the serial number, UUID, license name, software name, and other audit-related details. It was agreed that the customer would provide a sample Excel format containing the required columns so the team could check the available data and create or modify the appropriate report.

The meeting focused on troubleshooting issues related to custom reporting for licenses and devices.

The Concern discussion focused mainly on reporting issues related to stock, opening balance, closing balance, new stock, issued quantities, internal location, and purchase cost.

The discussion identified a concern with the monthly stock report, where the closing stock of one month was not matching the opening stock of the following month. The team also discussed missing line items, differences in quantities, new stock not appearing correctly, and the need to verify reports before sharing them with management.

Another requirement discussed was the addition of internal location and purchase cost to reports, particularly individual reports. The team agreed that the report logic and calculations need to be thoroughly checked before adding further cost-related information.

The concern was that the current custom report module was designed for device/asset models, not for licenses. Since devices can have multiple licenses checked out, the existing report structure could not display license names without duplication. The solution proposed was to create a separate custom report for licenses based on the exact requirements provided by the customer.

The device troubleshooting discussion focused on resolving an issue where the device serial number/service tag was not being detected by the agent, which resulted in incomplete device information and the possibility of duplicate device records being created in the IT asset management system.

During the troubleshooting session, the team checked the affected Dell machine, verified the Windows Management Instrumentation (WMI) service, restarted services, executed commands through Command Prompt and PowerShell, and compared the affected device with another machine where the serial number was detected correctly.

The discussion identified that the serial number was available on the physical Dell device but was not being returned through the system commands used by the agent. Possible causes discussed included BIOS update/firmware issues, driver issues, WMI-related problems, operating system issues, or incorrect service-tag mapping after hardware servicing. The recommended next step was to update the BIOS, Windows, and device drivers and then verify whether the serial number becomes available.

The Asset Audit Management discussion focuses on reconciling the organization's asset records with physical audit results and improving the accuracy of asset information. The discussion covered asset categorization, physical verification, missing and lost devices, purchase and invoice details, asset value, depreciation, lifecycle status, software licensing, and management reporting.

The audit process is intended to identify mismatches between system records and physically available assets and provide management with information needed for further decisions.

Key features

Asset Management

• IT & Non-IT Assets: Manage laptops, servers, ACs, furniture, RFID readers, etc.
• Agent-based Monitoring: Auto-fetch details of installed software, hardware, and system status.
• Store Management: Track store status (open, repair, compliance, non-compliance).
• Schedule Maintenance: Automate maintenance tasks (e.g., AC servicing) with GPS and proof requirements.
• RFID Integration: Real-time tracking of asset movement across store locations.
• Contract & Agreement Management: Automate renewal triggers, expiry alerts, and compliance notifications.
• Licenses & Warranties: Monitor upcoming expiries, AMC renewals, and non-utilized licenses.
• Customization: Dedicated code base allows tailoring naming conventions, compliance workflows, and reporting formats.
• Manage IT assets (laptops, servers) and non-IT assets (ACs, furniture, RFID devices).
• Agent-based monitoring for automatic asset details (software, hardware, usage).
• Store-level dashboards showing asset statuses: active, inactive, repair, compliant, non-compliant.
• RFID integration for real-time asset movement tracking.
• Automated maintenance scheduling with GPS verification.
• Manage IT assets from a centralized platform.
• Track laptops, desktops, servers, and other devices.
• Maintain complete asset lifecycle history.
• Track asset status, location, department, user, and ownership.
• Transfer assets between users or locations.
• Generate and scan asset barcodes.
• Centralized management of IT and non-IT assets.
• Agent-based auto-fetch of system details (OS, BIOS, licenses, installed programs).
• Barcode generation and mobile app scanning for audits.
• Warranty auto-fetch from OEM partners (Dell, HP, Asus, Acer).
• Complete IT and Non-IT asset management
• Asset lifecycle management from purchase to disposal
• Asset tagging and QR/barcode support
• RFID capability
• Asset allocation to users or locations
• Asset acceptance/rejection by users
• Asset transfer and movement tracking
• Asset history and audit trail
• Asset repair and maintenance tracking
• Lost, stolen, scrapped and out-of-repair status
• Temporary asset allocation with return-date reminders
• Billable/Non-Billable asset tracking
• Gate pass generation
• Location-wise asset management An asset can be returned from a user's custody and placed back into stock so that it can later be assigned to another user. The system provides centralized management of IT assets and maintains asset information, status, assignment, location, utilization, warranty, maintenance and lifecycle history. The system manages IT assets such as:
• Laptops
• Desktops
• Mobile phones
• Tablets It can also manage consumable and accessory items such as:
• Keyboard
• Mouse
• Cables
• Headphones
• Other accessories

Compliance & Documentation

• Upload and manage compliance documents centrally.
• Automated alerts for expiring licenses, warranties, and contracts.
• ISO and NDA compliance support.
• Role-based access control (super admin, admin, user).
• Custom naming conventions and workflows for compliance reporting.

License & Contract Management

• Track license expiry dates with automated notifications.
• Monitor monthly license expiries and renewals.
• Store and manage contracts/agreements with renewal triggers.
• Automated alerts for contract breaches or upcoming renewals.

Service Desk Integration

• Integrated ticketing system linked to asset management.
• Auto-generate tickets for compliance breaches or maintenance tasks.
• Notifications via email for contract breaches or compliance failures.
• Scalable to handle thousands of users and stores simultaneously.

Asset Discovery & Inventory

• Add assets manually.
• Import multiple assets through Excel.
• Automatically discover assets using an agent.
• Collect hardware and software information automatically.
• Track processor, memory, storage, BIOS, IP address, MAC address, operating system, and other details. The platform supports:
• Active Directory-based discovery
• Agent-based discovery
• Azure Cloud/Intune synchronization
• Network discovery
• Bulk Excel import
• Automatic discovery of hardware and software information For discovered machines, information can include computer name, IP address, MAC address, serial number, OS, BIOS, installed software, RAM, hard disk, drivers, monitors, user accounts, USB ports and configuration changes.

Asset Assignment

• Assign assets to employees or locations.
• Track which user currently holds an asset.
• Maintain asset checkout and return information.
• Generate reports for assigned assets. Assets can be assigned to users, employees, locations, departments, or other responsible entities.

Digital Audit & Asset Acceptance

• Send users an asset acceptance request.
• Users can accept or reject assigned devices.
• Maintain acceptance/rejection records.
• Generate audit reports.

Warranty Management

• Automatically fetch warranty information where supported.
• Maintain warranty information manually when automatic fetching is unavailable.
• Manually add warranty information when required.
• Track warranty details from the asset record. Warranty information can be automatically fetched for supported OEMs, while manual warranty maintenance is also available where required. The discussion specifically mentioned Dell, HP, Asus, Acer and Lenovo. Warranty information can be automatically fetched through OEM integrations. Manual warranty management is also available. The demo mentioned OEM partners including HP, Asus, Acer, Lenovo, and Dell.

Barcode Management

• Generate barcode labels for assets.
• Scan assets using the application or mobile application.
• Update asset information and status through scanning.

Scheduled Maintenance

• Create recurring maintenance plans.
• Assign maintenance tasks to engineers or other responsible users.
• Define task steps and requirements.
• Capture proof and GPS information where configured.
• Track pending, delayed, and completed maintenance activities.
• Schedule maintenance on a daily, weekly, monthly, or yearly basis.
• Define maintenance tasks and required proof.
• Allow maintainers to complete tasks through mobile applications.
• Upload proof of completed maintenance.
• Link maintenance activities with service tickets. Scheduled maintenance can be configured for assets such as servers and other equipment. For example, organizations can schedule recurring maintenance activities and record the required steps for compliance purposes. Maintenance can be scheduled on weekly, monthly, quarterly or yearly cycles and assigned to responsible users. Maintenance activities can be scheduled on weekly, monthly or yearly schedules. Maintenance plans can contain defined tasks that must be completed in sequence.

Accessories & Consumables

• Manage printers, keyboards, mouse, laptop bags, and other accessories.
• Track availability, checkout, return, and scrap status.
• Maintain consumables in one centralized system.
• Manage accessories such as keyboards, mice, and other equipment.
• Track available and issued quantities.
• Manage check-in and check-out.
• Maintain consumable/component inventory.
• Configure stock thresholds.
• Accessories can be maintained within the system.
• Accessories can be tracked by location and department.
• Threshold-based management can be automated.
• Consumables can also be managed through the system.

License Management

• Maintain software licenses.
• Compare purchased licenses with detected usage.
• Identify situations where software usage exceeds available licenses.
• Manage software licenses manually or through network discovery.
• Track available and used licenses.
• Monitor license compliance.
• Identify over-utilized or under-utilized licenses. The system manages license availability, utilization and compliance and can identify over-utilized licenses through network inventory.
• Maintains license information.
• Shows licenses detected through the network.
• Identifies machines using particular licenses.
• Supports manually maintained licenses.
• Provides license compliance information.
• Shows available and consumed licenses.
• Helps identify unrecognized or unwanted license usage.
• License information can be available through OEM integration. Licenses can be added manually or obtained through network inventory. The system supports license seats, assignments and license history. The system provides license management with information about licenses, seats, utilization and compliance. Network inventory can detect license usage automatically.

EULA Management

• Maintain EULA agreements for assigned assets.
• Provide an overall summary of assets assigned to a user.
• Allow user acknowledgement/signature.
• Store the signed document as an audit record. The system includes an End User License Agreement section. The discussion covered alignment corrections and further work related to the EULA presentation. The service desk includes SLA management capabilities for controlling service-ticket timelines.

Automated Asset Discovery

• Add assets manually or through Excel bulk import.
• Discover assets using network/non-AD agents.
• Integrate with Azure AD for automatic user and device synchronization.
• Automatically collect hardware and software information.
• Track serial number, MAC address, IP address, processor, BIOS, memory, storage, and installed software.
• Track hardware and software changes.

Asset Audit

• Perform online asset audits.
• Send assets to users for acceptance.
• Track accepted, rejected, and pending assets.
• Maintain audit history. Auditors and technicians can scan assets and update audit details, including misplaced or incorrectly placed assets. The system supports physical asset auditing to compare recorded assets with assets physically available in the organization.

Patch Management

• Identify missing and installed patches.
• Deploy Windows and software patches remotely.
• Track patch installation status.
• Manage reboot requirements remotely.
• Patch compliance dashboard
• Missing patch identification
• Patch approval workflow
• Patch deployment
• Critical/High/Medium/Low classification
• OS and third-party patch management
• Patch failure tracking
• Device-wise patch visibility
• Compliance and risk reporting
• Provides a separate patch management module.
• Allows patches to be maintained for machines.
• Helps identify missing patches.
• Supports remote patch-related actions. Patch Management provides a summary of available patches and categorizes them into critical, medium and other categories. It can also identify devices that are missing patches. Patch Management identifies missing and installed patches and provides the ability to remotely deploy patches to user machines. The system supports patch management, including patch deployment and software deployment/uninstallation through the tool and its agent. The solution includes centralized patch management for managing and deploying patches across machines.

Live Monitoring

• Monitor websites, servers, applications, IP cameras, and other supported devices.
• Track whether monitored services are up or down.
• Configure alerts and notifications.
• Maintain monitoring history.
• Use agents for monitoring supported network devices. Live monitoring can be used to monitor:
• Websites
• APIs
• Cameras
• Backup status
• Availability of devices/services
• Location-wise operational status The platform can also integrate with Power BI for customized reporting.
• Provides live monitoring of configured websites/systems.
• Detects when monitored systems go down.
• Can create incidents when required.
• Can generate notifications or technician intimations. The demo included live monitoring capabilities such as monitoring IP cameras and detecting server-down conditions. The platform can provide information such as machine availability, power status, battery status, antivirus status, and firewall status.

RFID Asset Tracking

• Track asset movement through RFID.
• Monitor assets moving in and out of office locations.
• View assets that have not been detected for a long period.

Remote Desktop (RDP)

• Access supported assets remotely.
• Perform remote administrative actions.
• Execute commands and restart systems remotely.
• Perform other supported remote management actions.
• View machines that are online
• Remote access/support capabilities
• Device status visibility
• Support technicians in troubleshooting systems remotely

Service Desk

• Manage service requests and incidents.
• Generate tickets through multiple channels such as:
• Email
• Web application
• Mobile application
• Microsoft Teams
• WhatsApp
• Use AI for automated responses and query resolution.
• Maintain a knowledge base.
• AI-driven ticketing with auto-response and resolution.
• Multi-channel ticket creation (email, portal, mobile app, Teams, WhatsApp).
• Auto-allocation of tickets by location, department, or category.
• Approval workflows (CAB, manager, group).
• Provides an AI-enabled service ticket system.
• Technicians can respond to service tickets.
• AI can assist users while creating tickets.
• The system can ask preliminary questions before creating or processing a ticket.
• Relevant information can be provided to technicians.
• Automated triggers can support ticket handling.
• Sentiment, ticket text, tone, risk, and escalation-related configurations can be supported.
• Tickets can be created through multiple channels such as email, WhatsApp, portal, and mobile application.
• SLA calculations can consider configured holidays.

Change Management

• Create and manage change requests.
• Define change reason, impact, rollout plan, and fallback plan.
• Configure approval workflows.
• Support CAB (Change Authority Board) approvals.
• Enable location-based and group-level approvals.
• Send approval notifications through email.
• Approvers can approve, reject, or add comments through the email workflow.
• Provides change management functionality.
• Change requests can be submitted and approved before proceeding. A change management entity is available for managing change-related processes.

Procurement Management

• Manage the procurement lifecycle from start to finish.
• Maintain purchase-related information and documents.
• Track purchasing information against assets.
• Provides procurement management from request to completion.
• Supports request creation.
• Supports request approval.
• Supports PO generation.
• Supports invoice-related information.
• Procurement can be integrated into the overall IT management platform. The platform includes procurement management covering the procurement lifecycle. Procurement management is included as a major module for managing asset purchasing and procurement-related activities.

Mailroom Management

• Manage parcel movement in and out of the organization.
• Track parcel movement between locations.
• Maintain related expenses.
• Provides parcel and mailroom management.
• Tracks organizational parcels.
• Provides an overall summary of mailroom activities. Mailroom management is available for parcel management.

Reports & Dashboards

• Provides 250+ reports.
• Reports can be viewed by category, location, department, and other parameters.
• Create customized reports.
• Export reports as required.
• Configure email-based report triggers.
• Dashboards provide visibility into assets, compliance, licenses, and other activities.
• CIO dashboard
• Asset dashboard
• License dashboard
• Ticket dashboard
• AI dashboard
• Compliance dashboard
• Location-wise dashboard
• Asset movement reports
• Finance reports
• Patch compliance reports
• Custom reports
• 100+ reports

AI Integration

• AI-based service desk assistance.
• Automated responses to user queries.
• AI-assisted query resolution based on trained business data.
• Automated suggestions and knowledge-based responses. RFID tags and readers can be integrated with the ITM portal to track asset movement through configured locations and gates. The platform provides API-based integration and can integrate with other tools where APIs are available. The discussion specifically mentioned possible integration with ManageEngine and other ticketing tools. The platform supports RFID-based asset movement tracking using RFID tags and readers configured with the ITM portal. Asset movement through configured entry and exit points can be recorded. RFID tags and RFID gates can be used to track asset movement in and out of an organization. RFID integration can be used to automatically track asset movement when assets move in or out of a defined area. SAP integration is available for collecting and managing asset-related information, including finance-related information.

Integration & Authentication

• Microsoft/Azure AD integration.
• Google Workspace integration.
• Username and password authentication.
• Power BI integration.
• Automatic synchronization of supported users and devices.

Network Device Inventory

• View all discovered/scanned network devices in one place.
• Maintain centralized device information.
• View device details from the Inventory Details section.

Hostname Detection

• Collect the hostname from scanned devices.
• Display the hostname along with other device information.
• Helps identify individual machines easily.

OS Information

• Capture and display the operating system version of devices.
• Supports verification of device and agent information. BIOS-related information can be automatically collected through the network inventory. BIOS information such as BIOS version and release-related information can be fetched from supported machines. USB ports on supported machines can be inventoried.

Agent-Based Scanning

• Scan devices using the installed agent.
• Collect device information automatically.
• Update inventory information through subsequent scans.

Active Directory Synchronization

• Synchronize device information through Active Directory.
• Helps maintain device information without entering every device manually.

Manual Device Addition

• Devices can be added manually to the Network Inventory.
• Useful when a device cannot be discovered automatically.

Excel Import

• Import device information using an Excel file.
• Useful for adding multiple devices/data in bulk. Existing asset information can be imported in bulk using an Excel template provided by the system. Multiple asset records can be uploaded in bulk using the provided Excel format.

Scheduled Scanning

• Configure scanning at defined intervals.
• The meeting discussed periodic scans, including 4-hour intervals, to keep device information updated.

Device Status Monitoring

• Identify devices that are available, offline, or unavailable.
• Helps administrators identify devices requiring attention.

Configuration & Agent Management

• Agent configuration can be checked through the application configuration files.
• Agent installation, build/version, permissions, and configuration can be verified when scan information is missing.

Compliance & License Management

• License expiry alerts and compliance dashboards.
• Online audit of assets (accept/reject/pending).
• Manual and network-based license tracking.
• Compliance monitoring for installed vs. missing software.

Patch & Maintenance

• Remote patch deployment for OS and software.
• Scheduled maintenance (daily, weekly, monthly, yearly).
• Mobile app proof uploads (GPS, photos).
• Integration with service desk for ticket creation.

Reporting

• 250+ built-in reports (category, location, department).
• Custom report creation and scheduling.
• Email triggers for automated reporting. The system provides 250+ reports covering areas such as assets, categories, locations, consumables and accessories. The system provides 250+ reports, including location-wise, category-wise, place-wise, department-wise, audit and custom reports. The system provides 250+ reports, including category-wise, location-wise, consumable, accessory and asset reports.

Stock Transfer / Gate Pass / Delivery Note

The discussion confirms that processes such as stock transfer, gate pass/challan, and delivery note were considered as part of the implementation and were stated to be implemented/under testing.

Custom Report

• Create reports according to specific customer requirements.
• Define the required columns and information.
• Use a sample Excel format as the report reference.
• Add missing information to an existing report where available.
• Create a separate report when the existing report does not meet the requirement.
• Download report data in Excel format. Users can define custom reports by selecting the fields and information they require. Customers can define their own reports by deciding what data they want to see and how they want that data presented. Reports can also be exported. Customers can define their own report formats and select the fields they want to display. Custom reports can be generated and exported. Custom reports can be created by selecting the required columns and information. The discussion included configuring reports based on asset information and location.

Device / Asset Report

• Existing custom report is available for the device/asset module.
• Display available device and asset information.
• Download the complete device report.
• Provide device-related information in Excel format.

Device Update Report

• Download device information into an Excel sheet.
• Modify device information in the Excel file.
• Upload the modified file back into the portal.
• Update the device information using the uploaded Excel file.

License Reporting

• Manage license information separately from the device report.
• Handle license allocation to devices.
• Support reporting requirements for license information.
• Create a separate license report according to customer requirements.

License and Device Allocation

• One device can have multiple licenses.
• One license can be allocated to multiple devices.
• Multiple checkout relationships can exist between licenses and devices.
• Separate reporting may be required to represent these relationships correctly.

Audit Information

• Support required audit-related information in reports.
• Customer specifically requested the serial number and UUID.
• Customer also requested the license name and software name.
• Additional required information can be included based on the sample Excel format.

C. IT Service Management / Ticketing

• Incident management
• Service request management
• Problem management
• Change management
• SLA and TAT tracking
• Priority management
• Ticket escalation
• Approval workflow
• Ticket assignment and auto-allocation
• Round-robin/workload-based allocation
• VIP ticket handling
• Ticket scheduler
• Kanban view
• Multiple tasks against a ticket
• Department-wise ticket workflow
• Custom service-request forms

D. AI-Powered ITSM

• AI-based first-level ticket handling
• Automated responses
• AI-based ticket resolution
• Knowledge-base-driven responses
• AI-assisted ticket merging/status changes
• AI dashboard
• 24×7 automated response capability
• Option to use local knowledge-based AI or external AI data sources, as discussed in the demo

E. Multi-Channel Ticket Creation

Tickets can be raised through:

• Email
• Chat
• Phone/calls
• WhatsApp integration
• Bot integration
• IP telephony/call recording integration Calls can also be converted into tickets through the ITM Connect capability discussed during the demo. Tickets can be created through multiple channels, including email and the portal form. The discussion also mentioned WhatsApp and Microsoft Teams integration. Service tickets can be generated through the portal, mobile application, email, WhatsApp and Teams. Users can raise support tickets through different channels, including:
• Web portal
• Mobile application
• WhatsApp
• Calls

F. Software & License Management

• Purchased license tracking
• License utilization tracking
• Software discovery
• Machine-wise software installation visibility
• Version-wise software tracking
• License compliance monitoring
• Subscription license management
• Seat management
• Department-wise license allocation
• Cost-center and billing-cycle tracking
• Azure license synchronization The discussion also covered software licenses separately from physical assets, including perpetual and subscription-based licensing.

J. Procurement & Financial Management

• Procurement management
• Purchase/order information
• Invoice/document tracking
• Finance-related asset reporting
• Depreciation-related integration
• SAP integration capability discussed
• Purchase-to-disposal lifecycle visibility
• Expense and ROI tracking

K. User & Employee Lifecycle

• User/employee asset mapping
• Employee onboarding support
• Exit/offboarding process
• Asset return/check-in
• Asset allocation during joining
• User acceptance confirmation
• EULA/ULA generation
• User-wise asset history
• Role-based access and permissions

L. Compliance & Audit

• QR/barcode-based asset identification
• Physical asset audit
• Audit history
• Compliance dashboards
• Custom compliance dashboards
• Encryption/BitLocker/antivirus tracking
• Software/license compliance
• EULA/ULA documentation
• More than 100 standard reports plus custom reporting capability.

IT and Non-IT Asset Management

The system supports both IT and non-IT asset management. IT assets can include laptops, monitors, RAM, hard drives, and other components, while non-IT assets can also be added manually. The system supports management of both IT and non-IT assets and provides centralized tracking of asset information, status, assignment, location and lifecycle.

• Manage both IT and non-IT assets from a centralized portal.
• View an overall summary of assets through the dashboard.
• Track assets based on different statuses.
• Define custom asset statuses according to business requirements.
• Track asset availability and utilization.
• Monitor assets across different locations and departments. The platform supports complete management of both IT and non-IT assets. Asset information, statuses, locations, utilization and other lifecycle-related information can be maintained in the same platform. The system supports management of IT and non-IT assets from a centralized platform. Asset information, status, ownership, location, and related activities can be managed within the system. The platform supports management of both IT and non-IT assets in a single system. IT assets such as laptops, desktops, printers, routers, switches, and other devices can be managed along with non-IT assets such as tables, chairs, fans, and other physical assets.

Asset Lifecycle Management

The asset lifecycle starts when an asset is received and added to the system. It can then be allocated to a user or location, repaired or replaced when required, and eventually disposed of when it reaches the end of its lifecycle. The system maintains the asset history throughout this lifecycle. Users can be activated or deactivated in the ITM system. An API can also be used to synchronize user status from an HR portal, including deactivation of employees who leave the organization and synchronization of new joiners. The discussion covered managing assets through their lifecycle, including active assets and end-of-life assets. The system supports the complete lifecycle of an asset, starting from procurement and configuration and continuing through allocation, usage, repair, reuse, depreciation, scrapping, and disposal.

Asset Dashboard

The dashboard provides an overview of the organization's assets, including:

• Total assets
• Ready-for-use assets
• Pending assets
• Scrap assets
• Assets under repair
• Lost or stolen assets
• Assets in use
• Disposed assets
• Licenses
• Active and inactive users
• Accepted, rejected, and pending asset assignments Custom statuses can also be created according to organizational requirements.
• Provides an overall summary of assets.
• Displays deployed and available assets.
• Shows assets according to their respective statuses.
• Provides information about highly utilized and non-utilized devices.
• Provides license-expiration reminders.
• Supports geographical visualization of assets.
• Allows asset segregation by country and internal locations. The dashboard provides an overall summary of assets and their current status. Asset statuses mentioned in the demo include ready to deploy, pending, scrap, out for repair, lost, and deployed.

Location-Wise Asset Tracking

Assets can be viewed according to their geographical or organizational location. The dashboard can provide location-wise information for locations such as Delhi and Mumbai. Asset movement can also be tracked through monthly, quarterly, or yearly filters.

Asset Addition

Assets can be added in multiple ways:

• Manual entry
• Excel import
• Network discovery For manually added assets, information such as purchase price, order number, warranty start date, and warranty end date can be entered.

QR Code and Barcode Generation

Once an asset is added, QR codes and barcodes can be generated and attached to the asset. The mobile application can be used to scan the tags and update asset information from the ground.

Asset Allocation

Assets can be assigned either to:

• A user
• A place
• A particular location
• A store
• A room
• A conference room Different allocation types can also be used, such as business travel, demo, lab, permanent, and temporary allocation. A return date can be specified for temporary allocations. Assets can be allocated to users and locations. The discussion also covered returning allocated assets and making them available again for deployment. Assets can be allocated to users and the allocation information can be maintained in the system. User information can be associated with an asset when the asset is deployed or checked out.

User Acceptance and Rejection

When an asset is assigned to a user, the user receives a notification. The user can accept or reject the asset. If the user rejects it, a reason can be provided and the administrator receives the rejection notification. The status is also reflected in the portal.

License, Accessory, Consumable, and Component Tracking

The system allows users to view the licenses, accessories, consumables, and components assigned to them. Examples include:

• Mouse
• Keyboard
• Headphones
• Laptop bag
• Printer cartridges
• ID cards
• RAM
• Hard drives These items can be tracked along with the associated asset.

Asset Maintenance

Maintenance information can be recorded for assets. The system supports tracking expenses related to:

• Maintenance
• Repair
• Upgrade
• Miscellaneous costs
• Audit costs Maintenance history can help determine how frequently an asset has been repaired or maintained.

Asset Documents and History

Documents such as purchase orders, invoices, repair notes, and other records can be associated with an asset. The system also maintains asset history, including:

• Previous users
• Asset transfers
• Duration of usage
• Maintenance history
• Audit information
• Location information

Asset Transfer

Assets can be transferred from one location or user to another. A notification is triggered during the transfer, and the receiving person has to accept the asset. The system maintains the transfer status and records the source and destination locations. Asset transfers can be initiated by selecting the recipient, location, responsible person, expected date and other relevant details. Once the transfer is completed, asset accountability and location are updated.

Physical and Virtual Asset Audit

The system supports physical and virtual asset audits. For physical audits, assets can be tagged with QR codes and physically verified. For virtual audits, users can receive bulk reminders to confirm whether the asset information assigned to them is correct.

GPS-Based Audit

During physical asset verification, photographs can be taken and GPS information can be captured to record the location associated with the audit.

Role-Based Access

Different roles can be created with different permissions. Access can be configured according to:

• Role
• Location
• Store
• Module
• Specific operations A user can be given permissions to read, import, or perform other actions depending on the configured access. Access can be controlled based on users, roles and locations. Administrators can control which assets users can view, update or delete.
• The system uses a role-based access model.
• Actions and permissions can be controlled based on roles.
• Access can be controlled according to departments.
• Access can also be controlled according to locations.
• For example, a Mumbai location administrator can be restricted to viewing Mumbai assets.

Activity Report

The Activity Report records changes performed in the system. It can be used to track administrative activities and changes made to asset records.

Asset Disposal

Assets can be disposed of through different options, including:

• Sold
• Donated
• Recycled
• Disposed
• Lost For disposal, information such as the person who sold the asset, sale price, date, reference number, recycling certificate number, or donation details can be recorded. Assets can be marked as scrap and later disposed. Disposal information can include the disposal date, sale price, sale date, and whether the asset was sold, lost, stolen, disposed, or donated. Scrapped assets can subsequently be disposed of. Disposal can represent activities such as selling, donating or recycling the asset, with the respective information maintained for audit purposes. The system supports asset disposal after an asset reaches the end of its lifecycle. Disposal information can include details related to sale, scrap, donation, or other disposal activities.

Deleted Asset History

Assets are not permanently removed from the record during normal operations. Deleted assets remain available in the deleted records, including information about who deleted the asset. A deleted asset can also be restored.

Bulk Import and Bulk Operations

The system supports bulk operations through Excel. This can be used when multiple users or assets need to be processed together rather than performing the operation individually. The demo specifically discusses bulk import and bulk checkout for assigning multiple assets to multiple users.

User Directory Integration

Users can be imported through different sources. The demo mentions integration with:

• Active Directory
• Azure Cloud
• Google Workspace
• HR software Zoho directory integration was discussed as a requirement, with the possibility of getting it implemented.

Custom Fields and Statuses

The system provides custom fields so organizations can create and modify fields according to their business requirements. Some statuses are fixed because they are linked to system functionality, while other statuses can be added or modified.

Stock Threshold

The system can support stock threshold requirements. This can be used when an organization needs to maintain stock levels and monitor thresholds for its finance or stock management process.

Network Discovery

Although the primary discussion focuses on asset management without network discovery, the product also supports network discovery through network scanners or agents. The network inventory can capture information such as computer name, IP address, MAC address, serial number, BIOS details, installed software, memory, hard drive, connected monitor, logged-in user, USB status, and system changes. The network scanner can scan IP ranges and identify devices available on the network. It can detect devices such as routers, switches, printers, computers, IoT devices, VMware systems, and other network-connected devices.

Portal Review

The existing portal is reviewed before starting the next phase of implementation. The review helps the team understand the current data and determine the next implementation steps.

Inventory Data Management

The system displays inventory information for the SMIFS environment. During the discussion, 236 inventory records were visible for the Kolkata location.

Employee Master

An employee master needs to be provided for the implementation. Employee information includes details such as:

• Employee ID
• Email address
• User information The employee master is required to verify and correctly map assets to users.

Asset and User Allocation

Laptops and desktops can be verified and assigned to the appropriate users. The implementation process includes checking the asset, identifying the user, and completing the assignment.

Asset Data Import

Existing asset information can be provided in a data sheet/template and imported into the system. The imported information needs to be verified before completing the tagging and allocation process. Existing employee information can be uploaded into the system using an Excel sheet. This can help import existing users and reduce manual data entry. Asset and user data can be downloaded/exported from the system.

Agent Installation and Verification

The team will check whether the required agent is installed and functioning properly on machines. If an agent is missing, it needs to be installed before the machine can be properly managed through the system.

QR Code Asset Tagging

QR codes can be generated for assets. The generated QR code is attached to the corresponding machine/asset so that the asset can be identified and tracked. Assets can be associated with QR codes that can be scanned through the mobile application.

Azure / Microsoft 365 Integration

The implementation includes discussion of Azure integration for employee data synchronization and Single Sign-On. Azure-related credentials and application details are required for configuring the integration.

Email Notifications

The discussion included credential-related email alerts and emails sent to users for confirmation of assigned assets. Users can receive a notification to confirm that an asset is in their possession.

Implementation Templates and Documentation

Templates and documentation are required for the implementation. The team will provide the necessary action-plan template and documentation related to application/credential configuration and data preparation.

User Management

Users can be imported in bulk through an Excel template. Mandatory fields are identified in the template, while other fields can be optional.

Bulk Asset Import

Assets can be imported in bulk through an Excel template instead of entering every asset manually. The template includes information such as company, device name, device tag, product name, manufacturer, model, category, and device status. Assets can be imported in bulk using an Excel/CSV template. This allows multiple asset records to be uploaded at one time instead of creating each asset individually.

Asset Agent and Discovery

The agent can discover hardware and software information, including drive information. However, the meeting clarified that the client already had another tool for hardware and software discovery and therefore preferred bulk import instead of using the agent.

Serial Number Matching

When assets are bulk-imported first and the agent is installed later, the serial number can be used to match the existing asset. If the serial number matches, the device information can synchronize with the existing record; otherwise, a new device can be created.

Custom Fields

Custom fields can be created for assets according to business requirements. Users can create a field set, add fields to it, and map the field set to the device module. The system supports custom fields according to project requirements. The discussion specifically mentioned custom fields such as:

• RAM size
• Storage size
• FA number

Asset Status Management

The system supports different asset statuses, including stock, box/pack, scrap, out for repair, lost and stolen, deployed, sold, and repair in-house. Assets can be moved between different statuses based on their condition and usage. Examples discussed include:

• Ready to Deploy
• Out for Repair
• Scrap
• Lost/Stolen-related status scenarios The system provides default statuses such as Ready to Deploy, Pending, Scrap and Out for Repair. Custom statuses can also be created according to business requirements. The system provides predefined asset statuses such as Ready to Stock, Dispose, Deployed, Lost and Stolen. Custom statuses can also be defined. Assets can have different statuses such as:
• In Use
• Deployed
• Stock
• Out for Office The default status discussed for newly imported assets was Ready to Deploy. The system can maintain different asset statuses throughout the lifecycle, including stock, deployed, under repair, scrap, lost, stolen, and sold.

Asset Allocation and User Acceptance

When an asset is allocated to a user, the user receives an email notification with accept and decline options. The asset initially remains pending until the user accepts it.

Reminder Management

Reminders can be sent to users who have not accepted their assigned assets. Bulk reminders can also be sent to multiple pending users.

Asset History

The system maintains asset lifecycle history, including allocation, check-in, check-out, changes, who made the change, and when the change was made.

• Maintains the history of actions performed on an asset.
• Tracks asset-related activities from the beginning of its lifecycle.
• Records asset deployment and other actions.
• Provides visibility into changes made to assets. The system can maintain historical information related to assets and their assignments, including previous ownership and changes. The system maintains asset history, including allocation, check-in, check-out, and changes made to the asset.

License Release After Disposal

The discussion states that once an asset is disposed, its associated license can become free.

Asset Reports

Users can select the fields they want to include when exporting asset information to Excel. A final audit report can be prepared after verification and updating the relevant asset information.

Scheduled Email Reports

The system provides an email trigger feature through which reports can be scheduled and sent to selected recipients at configured times.

Device Search and Filtering

Users can search for a particular device in the device module. Filters can also be used to identify devices based on available criteria, including RDP status.

RDP Status Tracking

The device module provides an RDP status filter. It can be used to identify devices where RDP is enabled.

ITMITDepartment Agent

The ITMITDepartment agent is installed on machines to synchronize the device with the portal. After installation, the device may take some time to appear in the portal.

Automatic Device Synchronization

The system can synchronize machines automatically through a scheduled job. The discussion mentioned a daily synchronization process that runs during the night, with the possibility of increasing the frequency for faster synchronization.

RDP Agent

The RDP agent can be installed after the ITMITDepartment agent. RDP can operate separately, but it does not become visible in the ITM portal in the same way without the required access/configuration.

Approval-Based RDP

The RDP agent can work in an approval-based configuration where the remote connection requires user approval.

Unattended RDP

The requirement also includes an unattended RDP option where users can connect without requiring interaction or approval from the remote user. The team discussed providing both approval and non-approval configurations.

Digital Signature

Digital signature functionality was identified as a pending implementation item. A demo was planned after the team completed testing.

Asset Tag Printing

The portal provides an asset tag printing option. Individual asset tags can be printed, and multiple asset tags can also be printed together.

QR Code on Asset Tags

The asset tag format supports QR codes for individual assets.

Asset Acquisition Form Customization

The asset acquisition form can be customized according to the customer's required format. The customer requested a specific form layout and logo.

Logo Customization

The customer can provide a logo to be used in the asset acquisition PDF. The discussion also covered increasing the logo size and using a black-colored logo specifically for the PDF.

Asset Form Formatting

The form layout can be adjusted for fields such as serial number, model, component, consumable and other information. The team discussed modifying widths and formatting so that longer values can be accommodated.

Font Customization

The font family and font size of the asset acquisition PDF can be standardized across the document according to the required format.

Purchase Cost in Asset Form

Purchase cost can be included in the asset form. The purchase cost must be available for the respective asset for it to appear in the form.

Location-Based Access

Access to assets can be controlled based on location. A location-wise configuration can be enabled in the settings, after which users can be assigned access to specific locations.

User Location Permissions

Administrators can assign specific locations to users who have access to the asset module. This allows users to see assets associated with their permitted locations.

Stock Location

When an asset is returned, the stock location can be selected so the asset becomes available at that location.

Ready-to-Deploy Assets

The dashboard can display the number of assets currently available in stock and marked as ready to deploy. The meeting demonstrated this through the ready-to-deploy count.

Automatic Component Allocation

Components detected through the network can be allocated to the corresponding device. The discussion also covered automatically allocating newly detected assets/components. Tickets can be automatically allocated based on criteria such as location, department, and category, reducing manual intervention.

Component Location Mapping

Components must have the appropriate location configured for them to be displayed according to the enabled location-based access configuration. The device location can be used to configure the corresponding component location.

Automatic Asset Allocation

The new implementation discussed in the meeting allows a newly detected asset to be automatically allocated to the relevant device.

Bulk User Credential Upload

A requirement was discussed for sending credentials for multiple users together. At the time of the discussion, this functionality was still under development.

Asset Categorization

Assets can be categorized and filtered based on category, model, manufacturer, department, location, country, zone and state.

Manual Asset Entry

Assets can be added manually using a form by entering relevant asset details such as model, company, department and other information. Assets can be added manually by entering details such as model, department, location and other required information. Assets can be added manually through a form by entering information such as model, company, department and other asset details. Assets can be added using a form by entering the required asset information. Assets can also be added manually through the portal. The discussed asset fields include:

• Company
• Device name
• Asset tag
• Service tag
• Serial number
• Manufacturer
• Model
• Category
• Status
• Location
• User
• Purchase information
• Warranty information

Agent-Based Asset Discovery

An agent can automatically collect and update information from supported machines, reducing the need for manual data entry.

• Provides AD and non-AD agents.
• Non-AD agents can work without an Azure directory.
• The agent can be installed on individual machines.
• Asset information is automatically sent to the portal after installation.
• The agent periodically fetches updated machine information.
• Hardware and software changes can be detected automatically. The system provides an agent that can be installed on user machines and regularly fetch asset information without requiring manual updates. An agent can be installed as a one-time process on machines to collect and regularly update asset information. An agent can be installed on endpoints to automatically collect asset information. The agent can capture hardware, software, and other system information and synchronize it with the platform.

Hardware and Software Inventory

The system can collect information including operating system, BIOS, memory, storage, drivers, adapters, monitors, installed programs, accounts, last login, Outlook information and USB ports. The system can collect information such as:

• Manufacturer
• Model
• Serial number
• Operating system
• Operating-system license activation
• OS architecture
• Processor information
• BIOS information
• Installed programs
• Memory
• Drivers
• USB ports and configuration Changes to hardware and other machine information can also be tracked through change details.

Change Tracking

Hardware, software and driver changes can be detected and maintained as change history. For example, a change in RAM can be recorded. The system detects hardware, software and other system changes and maintains a history showing what changed and the difference between previous and current information. The system tracks changes to hardware, software and drivers. For example, a RAM change can be detected and reflected as a change in the system. Changes to software, hardware, and drivers can be detected and maintained as part of the machine's change history.

License Expiry Tracking

License expiry information can be monitored, with automated notifications/triggers for upcoming expirations.

Asset Location Tracking

Asset locations can be tracked using IP mapping and location information. Asset locations can be tracked using IP mapping when the customer's office locations and IP ranges are properly mapped. Asset location information can be tracked and updated when assets are transferred between locations.

Asset Movement Monitoring

The RFID functionality can show assets moving into or out of configured locations and can also identify expected devices that have not been tracked.

Asset Lifecycle History

The system maintains the history of an asset from its assignment and transfer through its lifecycle. The system maintains the complete history of an asset, including who received it, when it was transferred and other lifecycle events.

Maintenance Verification

Maintenance activities can include GPS requirements, proof submission and approval before closure.

Accessories Management

Accessories can be tracked for availability, thresholds, check-in and check-out.

Consumables Management

Consumables can also be maintained within the asset management system. Consumables can be maintained along with their availability and related thresholds.

Gate Pass Management

Gate passes can be generated for assets moving outside the premises, with validity dates and related notifications. Gate passes can be generated for assets leaving the premises. Validity dates can be defined, and notifications can be sent when a pass expires or an asset is not returned.

Cost and Asset Earnings

The system can maintain asset-related expenses and income, including rental/check-out information for assets that are rented out. A Cost Earning feature can be used for assets that are rented out. The system can maintain checkout/check-in information, rental rate and the income generated by an asset.

Scheduled Report Emails

Reports can be configured for automatic email delivery to selected users or departments.

Customization

Statuses, allocation types, locations and custom fields can be customized according to business requirements. Customers can customize statuses, allocation types, locations and custom fields according to their business requirements.

Custom Category Fields

Custom fields can be associated with individual asset categories and used when adding and filtering assets.

Asset-Based Licensing

The asset management license is based on the number of assets rather than the number of users.

• The number of employees does not directly determine the asset-management license count.
• For example, an organization with 500 or 10,000 employees is charged according to the number of assets covered. FAQs related to EULA What is the purpose of the EULA module? It allows users to digitally sign an acknowledgment for assets allocated to them. How does the user sign the EULA? The user opens the EULA page, reviews the allocated assets, signs digitally, verifies through OTP, and submits the agreement. Can users access the EULA later? Yes. Users can access the EULA from the My Items section after logging in. Can the EULA link be sent by email? Yes. The email template can include the EULA link for direct access. For asset management, licensing is based on the number of assets rather than the number of users. Multiple users can work with the same licensed assets.

Multiple Asset Entry Methods

Assets can be added through:

• Manual asset entry.
• Bulk import through Excel.
• Automated asset discovery using agents.
• Network scanner-based discovery.

Network Inventory

• Fetches information from the organization's network.
• Supports network scanning.
• Provides information about discovered devices.
• Supports scan-range configuration.
• Allows device information to be viewed from the asset/device details.
• Helps identify which machines are using particular licenses. When the agent is installed on a system, the machine can be detected in the Network Inventory. The system can then display the collected information for that machine. The network inventory automatically collects information from connected machines without manual intervention. This includes details such as device name, manufacturer, model, serial number, processor, IP address, MAC address, hard disk and RAM.

Asset Tags & Barcode

• Each asset can have its own tag.
• Barcode tags can be generated for assets.
• Tags can be attached to individual assets.
• Scanning the tag through a mobile application can display asset information.
• Asset actions can be performed after scanning.

Asset Checkout & Deployment

• Assets can be assigned to users through checkout.
• Users can receive assets through the deployment process.
• The system records asset assignment information.
• Users can accept or decline assigned assets.
• Reminders can be sent to users when an asset acceptance is pending.

Asset Expenses & Maintenance

• Asset-related expenses can be maintained.
• Scheduled maintenance can be recorded.
• Maintenance information can be viewed from asset details.

Power BI Integration

• Power BI reports can be integrated with the system.
• Organizations can integrate Power BI dashboards into the platform.

Dedicated Customer Code Base

• Customers receive a dedicated code base.
• Customer-specific customization can be implemented independently.
• Customizations are not treated as a common change affecting all customers.

Location Management

The system supports creating and managing multiple locations for the organization. Locations can be configured and associated with the relevant assets and users. The discussion specifically covered different locations such as Kolkata and other operating locations.

User Import

Users can be imported into the system using a predefined format. Mandatory fields are identified in the import template, making it easier to prepare and upload user information in bulk.

Device Deployment

The implementation includes deploying devices after the asset information has been added or discovered. The discussion tracked the progress of device deployment and installation across the different locations.

Agent-Based Device Discovery

The agent can automatically collect device information after installation and network connectivity. This reduces the need to manually enter the complete device details into the portal.

Hardware and Software Information

The system captures detailed information from an agent-enabled machine, including:

• Software and installed programs
• Drivers
• Adapters
• Monitor information
• User accounts
• Other machine-related information

Asset Implementation Tracking

The project team can monitor implementation progress by location, device count, deployment status, user import status, and remaining implementation activities.

Device Information Collection

The agent collects device information such as the serial number and other system details for synchronization with the IT asset management system.

Serial Number Detection

The system attempts to automatically detect the device serial number. The serial number is important for uniquely identifying the physical device.

WMI-Based Information Retrieval

Windows Management Instrumentation (WMI) is used to retrieve system information from the Windows device.

Service Verification

The troubleshooting process includes checking whether the required Windows services are running and restarting them when required. The Dell service tag should be available through the device and Dell support utilities. Missing service-tag information can indicate a device-level issue.

Command-Based Troubleshooting

Command Prompt and PowerShell commands can be used to verify whether the serial number and other device information are available directly from the machine.

Duplicate Device Prevention

When the serial number is not detected, the system may create a new device record because it cannot identify the existing device correctly. Correct serial-number detection helps prevent this issue.

BIOS and Driver Verification

BIOS/firmware and hardware drivers can be checked and updated when system information such as the serial number is missing.

Dell Support Assist

Dell SupportAssist can be used to check the machine, identify hardware/driver issues, and verify the service tag.

Device-Specific Troubleshooting

The troubleshooting process can be performed on a particular affected device without applying changes to all devices.

Bulk Excel Import

Assets can be imported in bulk through Excel using the provided Excel format.

AD Agent

For organizations using an Active Directory environment, an AD agent can be installed on a single AD server. Information from machines connected to that server can then be fetched automatically. A non-AD agent can be installed individually on machines to fetch their asset and system information. For environments without Azure AD, a standalone agent can be installed on each machine as a one-time process and can subsequently send information regularly.

Network Scanner

The network scanner can scan IoT devices and other network-connected elements.

Operating System Information

The system can capture operating system information, including whether the operating system is licensed and activated.

Installed Software

The system can automatically display applications and programs installed on machines.

Memory and Drive Information

The platform captures information about system memory, memory allocation and configured drives.

Driver and Adapter Information

Configured drivers and system adapters, including Bluetooth and other adapters, can be viewed through the network inventory. Drivers and network adapters configured on a machine can be collected and displayed.

Monitor Information

Connected external monitors can also be identified through the network inventory.

Last Login Information

The system can identify configured accounts and the last login information associated with the machine.

Environment Variable Information

Environment variables configured on a machine can be viewed in the system.

Outlook Account Information

Configured Outlook accounts can also be displayed through the network inventory.

USB Port Information

USB port information is also captured as part of the machine inventory. USB port information can also be captured, with changes to the machine being tracked.

Mapped Network Locations

IP ranges can be mapped to specific locations. Based on the IP address detected for an asset, the system can identify and display its corresponding mapped network location.

Scrap Management

Assets can be moved into a Scrap status when they are no longer intended for normal use. The platform includes an RDP solution for remote access and remote actions. The discussion stated that access can be performed with or without human intervention and that activities can be reported. Assets reaching the end of their lifecycle may be considered for scrap.

Asset Lifespan Automation

The system can be configured to automatically move assets to Scrap after a defined lifespan instead of relying only on manual status changes.

Geographical Asset Tracking

Asset data can be represented on a location-wise basis.

RFID-Based Device Movement

A separate Device Movement solution based on RFID integration can be used to track asset movement.

Offline Asset Management

Assets that are not connected to the network can still be manually added and maintained in the system. Their current stored location can also be recorded manually.

Offline Agent Data Collection

When an agent is installed, it can continue running locally and retain information on the machine. Once the machine connects to the network, the stored information can be posted to the server.

License Compliance

The system can provide a compliance summary by comparing available licenses with the licenses detected through network inventory. The platform can compare entered license seats with detected utilization and show whether the organization is compliant or over-utilizing licenses. The system can identify license compliance and over-utilization. License usage can be compared with the licensed seat count.

Components, Consumables and Accessories

The platform supports management of components, consumables and accessories, including assigning accessories to assets or devices.

Consumable and Accessory Threshold

Thresholds can be configured for consumables and accessories. Notifications can be generated when the defined threshold is reached.

Asset Transfer Management

Assets can be transferred from one location to another through a defined transfer process. The system can notify the responsible user and automatically update the asset's status and location after completion. Asset transfers can be initiated by defining the recipient, location, responsible person, expected date and CC users. Once completed, asset accountability and location are automatically updated. The system provides a transfer mechanism for moving assets between locations and changing the responsible person. Transfer information can include the asset location and accountability information.

Transfer Monitoring

Transfer processes can track expected transfer time and identify whether a transfer was completed on time or delayed. Notifications can also be sent for delayed transfers.

Maintenance Proof and GPS

Scheduled maintenance can require mandatory proofs and GPS information. These requirements can be controlled as part of the maintenance plan and completed through the mobile application.

ITSM Integration with Maintenance

Scheduled maintenance can be linked with ITSM so that a ticket can be raised for the respective department when required.

Patch Deployment

Patches can be deployed directly from the portal to the respective devices. Deployment status can be monitored, including missing, in-progress and installed patches.

Patch Approval

An approval mechanism can be enabled before patch deployment.

Software Deployment

The platform also provides functionality to deploy specific software or other required elements to assets.

Patch Scheduling

Patch deployments can be scheduled for a defined time.

Device Groups for Patch Deployment

Devices can be grouped according to requirements so that patches can be deployed only to selected groups instead of all devices.

QR Asset Labels

Assets can have printable labels containing asset details and QR tags. These labels can be scanned through the mobile application for asset management and auditing. Assets can have QR-based labels containing asset information. These labels can be scanned using the mobile application.

Mobile Asset Audit

Asset audits can be performed through the mobile application by scanning the asset label and managing the asset according to the assigned access controls. Technicians and auditors can scan an asset's QR code and update its status, audit information or misplaced/wrongly placed status through the mobile application.

ITSM / Service Ticket Management

The service ticket management module provides an ITSM solution for raising and managing support tickets.

AI-Based Service Desk

The ITSM solution includes an agentic AI feature that can auto-assign tickets based on the trained model and provide automated responses to user queries. The ITSM system provides an AI-based service desk that can automatically respond to customer queries instead of waiting for a technician to manually respond.

AI-Based Ticket Resolution

The AI can analyze conversations and assist in automatically resolving queries when the required resolution has been provided.

Sentiment Analysis

The ticketing system can analyze customer sentiment and use it for operations such as escalation.

Ticket Dashboard

The dashboard provides ticket-related information such as breached tickets, tickets approaching breach and technician performance.

Technician Performance Summary

The ticketing system provides an AI-based summary of technician performance to help evaluate and manage technician activities.

Knowledge Base

A knowledge base can be created and used to help automate ticket resolution. When a user raises a query, the system can first search the knowledge base for a solution before proceeding with ticket creation.

Microsoft Integration

The platform supports integration with Microsoft environments, including Azure AD and Microsoft-based single sign-on.

Google Integration

Google workspace integration is also supported for login and single sign-on.

Role-Based Access Control

The portal uses role-based access control, allowing administrators to control which menus and information different users can access. Administrators can control what different users can view, update or delete. Access can also be restricted by location, such as allowing Mumbai administrators to see only Mumbai assets.

Custom Statuses

Customers can define their own asset statuses according to their business requirements.

Cloud-Based SaaS Platform

The platform is provided as a SaaS-based solution with separate customer environments.

Dedicated Code Base

Each customer can have a separate code base and separate database entities, allowing extensive customization according to customer requirements.

Data Localization

The system supports customer-specific data locations. The discussion mentioned Mumbai servers for Indian customers and Dubai servers for certain international customers.

Modular Licensing

Modules can be licensed independently. Customers can use only the modules they purchase or combine multiple modules within the same portal. The solution works on a module/license basis, allowing customers to enable the required modules rather than purchasing every module together.

Technician-Based ITSM Licensing

For the ticketing system, licensing is technician-wise, while the number of end users can be unlimited.

Azure AD Agent

For organizations using an Azure AD environment, a single agent can be installed on the AD server and collect information from machines connected to it.

Chromebook Support

The discussion confirmed support for Chromebook-related asset information, including details such as serial number and IP information.

Operating System Support

The discussion stated that Ubuntu, Linux, Windows and Mac platforms are supported.

Mobile Device Management

Mobile MDM functionality is available, although the discussion clarified that it is not as extensive as the functionality available for Chromebook and other supported machines.

Keypad Phone Management

Normal keypad phones do not currently have an agent for automatic information collection. They can instead be added and maintained manually as assets.

Hardware Information

The system can collect hardware information such as memory, storage devices, volumes, processors and connected monitors. The agent can collect hardware information including:

• Computer name
• Workgroup/domain
• Manufacturer
• Model
• IP address
• MAC address
• Serial number
• Processor information
• BIOS information
• Memory information
• Storage devices
• Volumes
• Drivers
• Network adapters
• Monitors The platform captures hardware information from discovered machines, including:
• RAM
• Hard drive
• Processor
• BIOS
• Connected monitors
• Device details

Software and Application Inventory

The system can identify programs and applications installed on user machines.

User and Account Information

The system can capture configured accounts and last-login information.

Environment Variables

Environment variables configured on user machines can be viewed within the inventory.

Outlook Information

Outlook account information, including its path and size, can be captured.

Maintenance GPS and Proof

Scheduled maintenance can require geolocation, proof submission and maintenance approval before the activity is closed.

Employee-to-Asset History

When an employee leaves the organization, the asset remains in the system and its historical assignment information can still be viewed.

Untracked Device Identification

The RFID solution can also provide information about devices that are expected at a location but have not been tracked by the RFID readers.

Asset Expense Tracking

Asset-related expenses and income can be maintained and summarized through the accounting section. The system provides options related to asset expenses such as warranty expenses and repair expenses.

Chromebook Remote Actions

The RDP functionality discussed includes support from Google for Chromebook environments and can perform actions such as running commands or wiping a machine.

Automated Report Emails

Reports can be configured to be automatically generated and emailed to intended users or departments on a regular basis. Reports can be scheduled and emailed automatically to selected users on a regular basis. The system can control reporting at the user and department level.

Personalized AI Agent

A personalized AI agent can be trained using the customer's available data and can be used for ticket creation and interaction.

Automated Ticket Escalation

Custom triggers can be configured. For example, tickets created by VIP users can automatically receive a higher priority or escalation level. Automated triggers can be configured for high-priority tickets so that escalation can take place automatically.

Technician Leadership Board

The platform provides an AI-based technician leadership board showing technician performance, strengths, risks, improvement areas and rankings.

Category-Based Custom Fields

Custom fields can be associated with specific asset categories and can then be used when adding and filtering those assets.

Implementation and Training

The discussion stated that one-time implementation is provided, and training can be arranged for the customer's team.

Asset Summary Dashboard

The Asset Summary dashboard provides an overview of asset information through dashboard cards. The records displayed in the cards need to match the corresponding asset records in the system.

Date Filter

A date filter is available to review asset information for a particular period. The discussion specifically covered:

• Custom date range selection.
• Applying the selected date range.
• Filtering records according to the selected dates.
• Using a default date range where applicable.

Custom Date Range

Users can select a custom date range to check asset records for a specific period. The team validated the dashboard by selecting June 9 and comparing the resulting records with the dashboard information.

Opening and Closing Balance

The Asset Summary includes information related to opening balance and closing balance. The team discussed checking the previous closing balance against the current day's opening balance to ensure that the asset quantities are properly carried forward.

Asset Status Summary

Asset records can be reviewed based on their respective statuses. The discussion included statuses such as:

• Ready to Deploy
• In Scrap
• In Repair
• In-house The dashboard figures were checked against the records associated with these statuses.

Category Filter

The discussion included filtering assets based on categories such as:

• Laptop
• Desktop This allows users to cross-check asset information for a particular category.

Check-In and Check-Out Information

Asset transactions involving check-in and check-out were reviewed. The team also checked whether the relevant status and reason information was properly maintained for these transactions.

Status and Reason Mapping

The status ID and reason ID mappings were reviewed to ensure that the correct values are maintained when asset transactions are updated.

Export Functionality

The Asset Summary provides an Export functionality for extracting asset information. The discussion specifically mentioned exporting the data in Excel format.

Data Accuracy and Mismatch Validation

The team reviewed the dashboard against the underlying records to identify possible data mismatches. The discussion indicated that the data should be properly maintained and that accuracy of the dashboard information was an important validation point.

Bulk Import and Bulk Update

The discussion also raised requirements related to bulk import and bulk update functionality for customer use. These requirements were identified as points for further confirmation/evaluation.

Requirement and Test Feedback

The team discussed collecting feedback and confirming functionality requirements, particularly around the export functionality and backend requirements.

Physical Verification

Assets can be checked during physical verification to determine whether the asset is available, missing, lost, or otherwise requires an action.

Asset Reconciliation

System records can be compared against physical audit records to identify mismatches between the registered asset data and actual assets.

Asset Categories

Assets can be organized into categories and subcategories based on their type. Examples discussed include office equipment, communication equipment, mobile devices, computers, ACs, washing machines, and other equipment.

Communication Asset Categorization

Communication assets can have subcategories such as IP phones, telephones, digital IP phones, and video conferencing equipment.

Fixed Asset Register

The discussion covered maintaining a fixed asset register containing information required for audit and management review.

Asset Quantity Tracking

The fixed asset register can be reviewed quantity-wise to compare registered quantities with physically verified quantities.

Purchase Information

Purchase-related information can be maintained for assets, including purchase records and purchase invoices. Asset records can contain purchase-related information such as purchase date and purchase cost. The discussion also referred to purchase invoice information and invoice numbers.

Invoice Information

Invoice details can be captured and reviewed during asset auditing. Invoice date was specifically discussed as an important data point.

Date of Acquisition

The asset record can contain the date of acquisition, which can be used for asset valuation and audit purposes.

Book Value

Book value can be maintained for assets and used as part of the management review and asset valuation process.

Depreciated Value

The discussion covered calculating depreciated value using the available purchase date and asset value information.

Asset Value Segregation

Asset values can be segregated and reviewed to help management understand the financial value associated with the organization's assets.

Missing Asset Identification

The audit process can identify devices that are not physically found during verification.

Lost Asset Identification

Assets can be identified and categorized as lost during the audit process. Assets can be identified using information such as:

• Asset tag
• Service tag
• Serial number
• Product number
• Device name
• Manufacturer
• Model
• Category

Theft Status

The discussion also mentioned identifying devices in cases where an asset is considered stolen or lost due to theft.

Buyback Status

Assets may be identified for buyback based on the organization's asset review process.

Gifted Asset Status

The discussion included gifted assets as a possible classification for assets that were not purchased directly by the organization.

Not Purchased Asset

Assets that were not purchased by the organization can be identified separately during the audit.

Sale of Assets

The lifecycle discussion included the possibility of selling assets as part of asset disposal.

Donation

Assets may also be marked for donation as part of the disposal process.

Recycling

Recycling was discussed as another possible asset disposal option.

Device Count Comparison

The audit process can compare the number of assets recorded in the system with the number physically verified.

Count Mismatch Identification

Differences between registered asset counts and physical counts can be identified during the audit.

Serial Number Verification

Serial numbers can be used during physical verification to match physical assets with system records.

Invoice and Serial Number Matching

The discussion included cases where invoice information and serial numbers did not match, highlighting the need for reconciliation.

Management Reporting

Audit information can be used to provide management with asset quantities, values, missing asset details, and other information needed for decision-making.

Perpetual License

Software can be categorized as being purchased on a perpetual basis.

Subscription License

Software can also be managed as a subscription-based license.

License Validity

Software license records can include the validity period or the date until which the software license remains valid.

Physical and Intangible Asset Classification

The discussion proposed separating physical/tangible assets from intangible assets such as software and licenses.

Audit-Based Asset Classification

Asset classification can be structured to support audit requirements and financial review.

Depreciation Classification

Computer hardware and servers were specifically discussed in relation to depreciation categorization. The transcript mentions a 40% depreciation rule in the discussion, but does not establish the applicable legal basis beyond the participants' discussion.

Dedicated Portal and Database

A dedicated portal and dedicated database can be provided according to the organization's requirements, with customization options available.

Microsoft and Azure User Integration

Users can sign in using Microsoft accounts, and Azure users and assets can be synchronized with the system.

Username and Password Login

Apart from Microsoft authentication, a general username and password login option is available for portal access.

License Dashboard

The dashboard can display license availability and utilization information, including license expiration information.

User Acceptance Tracking

The system can maintain user acceptance information, including accepted, declined, and pending states.

Category and Model-wise Information

Asset and license information can be viewed based on categories and models.

Geographical Asset View

Asset data can be viewed on a country-wise, city-wise, and state-wise basis.

Software Inventory

The system can collect information about software installed on machines and maintain the installation information.

Environment and Login Information

The system can capture information such as configured accounts, last login information, environment variables, Outlook account configuration, and related machine information.

Azure/Active Directory Agent Support

The platform supports different agent approaches, including Azure/Active Directory-related deployment and a non-AD agent that can be installed as a one-time process.

Maintenance Management

Maintenance activities can be scheduled on a daily, weekly, monthly, quarterly, or yearly basis. Maintenance tasks can be assigned and tracked.

Check-In and Check-Out

Assets, licenses, accessories, consumables, and components can be managed through check-in/check-out processes, with history maintained.

Barcode and Label Printing

Assets can use barcode-based identification, and labels can be printed for individual or multiple assets.

Automated Location Update

During an asset transfer, the system can update the asset's location and accountability information after the transfer process is completed.

Reports

The platform provides more than 250 reports, including location-wise and other reporting options. Custom reports can also be created according to the required view.

ITSM Ticketing

The ITSM module provides service ticket functionality for creating, assigning, and managing support requests.

AI-based Ticketing

An AI solution is available for service ticketing. Users can submit questions or queries, and the system can use the knowledge base to assist with ticket resolution. The platform includes an AI layer that can understand user queries and attempt to resolve tickets automatically.

Multiple Ticket Creation Channels

Tickets can be created through multiple channels, including API, email, mobile applications, portal, WhatsApp, and Microsoft Teams.

Technician Performance Tracking

Technician activity and performance can be tracked, including ranking and AI-generated summaries.

Additional Modules

The platform also includes additional modules such as procurement and other management functions. The demo specifically presented asset management and ITSM, while other modules were mentioned as available.

License-Based Pricing

Licensing can be calculated based on factors such as the number of assets and technicians. For the ticketing system, the number of technicians is a key licensing factor rather than simply the total number of users.

Entity and Company Management

The system supports multiple entities and companies. The discussion mentioned entities such as Spinny, Spinny Insurance Broker, and Spinny Capital.

Asset Check-Out

The check-out process allows an asset to be assigned to a user. The discussion included information such as username, user, reason, department, location, and allocation type.

Asset Check-In

Assets can be checked back in when they are returned by the user, allowing the asset status and assignment information to be updated.

Location-Based Asset Management

Assets can be associated with different locations. The discussion included locations such as stores, reception areas, conference rooms, and other internal locations. The system can maintain the location where an asset is currently assigned.

Store Management

The requirement includes managing store locations across different cities, such as Gurgaon, Mumbai, and Thane. The store name can represent the relevant city or store location.

User Master

The system maintains employee/user information that can be associated with assets. The discussion mentioned fields such as:

• Employee ID
• First name
• Last name
• Username
• Email ID
• Mobile number
• Designation
• Department
• Manager
• Location

New Employee Management

For new joiners, user information can be added to the system and assets can subsequently be assigned to the employee.

HR System Integration

The discussion considered integrating the asset system with an HR application such as Darwinbox. The purpose is to automate employee/user data updates instead of repeatedly maintaining the same information manually in Excel.

Google Workspace Integration

The project also discussed Google Workspace integration. User information available through Google Workspace could potentially be used for user creation and synchronization, including information such as username, email ID, mobile number, designation, department, and manager, depending on the available attributes.

Warranty Information

Warranty information can be maintained against assets, including warranty start and expiry dates.

Previous Asset Owner

The asset information can maintain the previous asset owner/assignment details, helping track ownership history.

Asset Inventory

The system provides inventory information for assets and allows users to manage asset records across companies, entities, and locations.

Location-Based Reports

Reports can be filtered according to location, allowing information to be viewed for selected stores or locations.

Department/User-Based Access

The discussion included controlling access to information according to organizational requirements, such as location, department, or user-related information.

QR Code and Barcode Support

The system supports asset identification through barcode/QR-code-based asset management.

Asset Deployment Across Locations

Assets can be deployed to different locations and assigned to employees working at those locations. This is relevant for organizations where employees may join in one location and receive or use assets in another location.

Purchase vs Rental Asset Type

The system can distinguish asset types based on how the asset was obtained, such as purchased or rented assets.

Allocation Type

Allocation information can be maintained for assets, including the allocation type associated with the asset.

Cloud Application

The discussion referred to the application as a cloud-based application.

Single Sign-On / Authentication

The project includes discussion around Google authentication and single sign-on integration. The integration requires the relevant authentication and application configuration details.

Documentation and Integration Configuration

The meeting discussed providing documentation and configuration details required for integrations, including security-key/JSON-related information and application authentication details.

Agentless Discovery

Agentless discovery is also available. The system can connect with Active Directory and discover assets without requiring an agent to be installed on every endpoint.

Software Information

The system provides software information for machines, including installed software, product licenses, installation dates, and related software details.

Hardware and Software Change Tracking

Changes such as RAM changes, hard-drive changes, hardware changes, and software changes can be tracked in the system.

Cloud Infrastructure Discovery

The platform can discover and manage information from cloud infrastructure such as Azure Cloud and VMware environments.

QR Code Integration

Once assets are added to the system, QR codes can be generated for asset identification and management. Barcode systems can be integrated with the asset management process for tracking and identification.

Physical Asset Audit

The platform supports physical asset audits where assets can be physically verified and tagged.

Repair and Reuse Management

Assets that require repair can be marked accordingly and later returned to a reusable state once the repair process is completed.

Depreciation Management

The platform supports depreciation of assets. Multiple depreciation algorithms can be configured according to business requirements.

Finance Integration

Finance-related information can be managed through the platform, including depreciation and asset-related finance records.

File Register Integration

Non-IT asset data can be managed through file-register information and integrated into the platform.

ITSM / Service Desk

The ITSM module provides centralized ticketing and service management for different departments.

Human Support Layer

When the AI layer cannot resolve an issue, the ticket can be transferred to the human support team for further resolution.

Vendor-Level Support

Tickets that require external assistance can move to the vendor level for resolution.

Service Management Without Endpoint Agent

An endpoint agent is not required for users to raise ITSM tickets. Users can raise tickets through the available service channels.

Remote Desktop Management

The RDP module allows administrators to remotely access and manage machines from a centralized location.

Remote Machine Control

Authorized administrators can perform actions such as:

• Remote access
• Power on
• Power off
• Sleep
• Wake up
• Install software
• Uninstall software
• Execute commands
• Access files
• Monitor processes
• Manage services

Remote Troubleshooting

The RDP functionality can be used for issues such as system slowness, overheating, and other endpoint-related problems.

Process and Service Monitoring

Administrators can view processes and services running on machines and perform actions such as checking or terminating processes where required.

Live Endpoint Monitoring

The live monitoring module can be used to monitor endpoints centrally.

Multiple Company Management

The platform can support multiple companies and provide company-wise dashboards and asset management.

Company-Wise Dashboard

Dashboards can display information based on different companies and modules.

Asset Movement Tracking

Asset movement can be monitored using RFID, barcode, and other asset tracking mechanisms.

User Acceptance

When an asset is allocated to a user, the user can receive an email notification and accept or decline the allocation.

Asset Allocation Notification

Users receive notifications when an asset is allocated to them.

Asset Acceptance Status

Asset allocation can remain in a pending state until the user accepts it. Once accepted, the status is updated accordingly.

Reminder Notifications

The system can send reminders to users who have not yet accepted an allocated asset.

Bulk Reminder

Administrators can send reminders in bulk to multiple users who have pending asset acceptance.

Audit Trail

The platform can identify who made changes to an asset and when the changes were made.

Enterprise Asset Visibility

The solution provides a centralized view of assets, hardware, software, licenses, tickets, and related information across the organization. FAQs related to RDP What is Remote Desktop (RDP)? It enables administrators to remotely connect to user devices for support and troubleshooting. Does the user receive notifications during remote access? Yes. Notifications can be enabled for Desktop, Terminal, and File Manager access. Can approval be disabled? Yes. Administrators can configure whether user approval is required before remote access.