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Background
Saxton & Stump, a forward-thinking law firm, needed an IT asset management solution that could keep up with their growing needs. Their previous system relied on InvGate and Excel spreadsheets, which created numerous inefficiencies. Duplicate assets, manual data entry errors, and the lack of integration with Microsoft Intune and Active Directory led to inaccurate inventory tracking.
Additionally, their previous software required agents to be installed on devices, which often crashed, further complicating asset tracking. There was also no way to track asset history—meaning IT admins couldn’t see previous ownership or maintenance records, making it difficult to manage device lifecycles.
With a growing inventory of laptops, accessories, and other IT equipment, Saxton & Stump needed a solution that was reliable, automated, and focused on physical asset tracking rather than just software inventory.
Objectives
The IT team at Saxton & Stump set out to find an asset management solution that would:
- Eliminate manual data entry by integrating with Azure AD and Intune.
- Provide complete visibility into all IT assets, including laptops, monitors, and accessories.
- Improve accuracy in inventory tracking to better allocate IT budgets.
- Offer a user-friendly interface that would encourage adoption among team members.
- Reduce unnecessary costs by identifying underutilized licenses and equipment.
Solution
After evaluating different options, Saxton & Stump implemented BlueTally as their go-to asset management solution.
Key features that made the switch seamless:
- Agent-Free Integration: Unlike their previous tool, BlueTally does not require an installed agent on devices, reducing system crashes and maintenance issues.
- Microsoft Intune & Azure AD Sync: Automatic device imports and updates eliminated manual data entry and significantly improved accuracy.
- Check-In & Check-Out History: IT admins could now track asset ownership, previous assignments, and maintenance records with ease.
- Full Asset Coverage: Unlike their previous solution, BlueTally could track not just laptops and servers but also accessories like keyboards, mice, and monitors.
- Intuitive Interface: A user-friendly design meant quicker adoption and reduced training time for staff.
Kasey highlighted:
"BlueTally has been great since we switched to it. Its interface is very user-friendly and that leads to quicker adoption of a new process."
Results
By implementing BlueTally, Saxton & Stump eliminated manual inefficiencies and gained full control over their IT inventory.
Time Savings:
- Less manual effort required for assigning and tracking devices.
- Onboarding and offboarding processes are now much smoother and faster.
Better Cost Management:
- More accurate inventory tracking means fewer unnecessary purchases.
- Offboarding is now more efficient, allowing the IT team to reassign unused licenses instead of paying for inactive ones.
Improved Inventory Visibility:
- IT admins can now instantly see which devices are in use, in stock, or assigned to an employee.
- More accurate IT budget planning based on actual asset usage.
Seamless Automation:
- No more manual updates—Intune integration ensures everything stays up to date automatically.
While no specific hours were tracked, Kasey confirmed that BlueTally has significantly improved efficiency and saved a considerable amount of time for the IT team.
Unexpected Benefits
Beyond what they initially expected, Saxton & Stump noticed a significant improvement in their offboarding process. With better tracking of assigned accessories and licenses, they were able to cut unnecessary costs by reallocating resources efficiently.
"We have noticed that the offboarding process has been much clearer on what accessories and licenses users have. This has led to cost savings as we can reassign licenses rather than have them sit unused."
Conclusion
BlueTally has helped Saxton & Stump fill a critical gap in their IT asset management—providing a centralized, automated, and easy-to-use solution that reduced errors, saved time, and improved cost management.
Kasey summed it up:
"BlueTally has helped us stay organized and cut back on unnecessary costs. It has helped us fill a big hole that was missing in our inventory management."
