Managing assets

    Written by HarmonyPSA on 2016-06-06 Last updated 2018-07-02 - 3 minute read

Reading the SITS16 show guide, as you do…, we see from the Industry Survey that on the three budget-no-object requirements MSPs list is the ability to manage assets.  Thinking this through, we realised that we’d never written a blog post on how well Harmony PSA manages assets. Time to get writing…

At the base level, assets have a type and contain a list of attributes. So far, so simple.  Assets are a primary business object in Harmony which means that (out-of-the-box) they get email integration, a document store, audit logging, activity posts, actions and events and the ability to be followed, all vital and very powerful standard functionality for main business objects.

Assets exist in user-definable sub-types (sub-classes). You don’t have to make your view of the world fit our definitions, you can use your own way of viewing the world.  Add to that 40 custom fields and you have a powerful customer definable database of assets that look the way you want them to look and can be uploaded from a spreadsheet.  User-definable fields in Harmony can be just about anything, including multi-select, and each has independent read-and-write permissioning. Cool or what?  But for assets, we modelled this in such a way that the custom fields are shared across sub-types.  Why is this relevant?  Well, many fields are common (end of warranty, manufacturer etc) so if you want to set up a custom filter on your 1000s of endpoints to see what warranties expire next month, you don’t have to define this for each sub-type as it is the same field and takes seconds.  Just as easy is the ability to add a notification that emails you (or your customer) when the warranty expires (or 27 days ahead of that date - whatever you wish), which incidentally covers off the second most-wanted feature MSPs asked for in that survey: configurable notifications.

So, I can store a list of assets, defined the way I want, store documents against each, assign them to customers or even share them across customers and I can write specific knowledge base articles against each, both public and private, but what about managing them?

Well, take the search grids that are used to find collections of assets based on user-defined criteria. These support group-update, a very unusual feature in a search grid.  This means I can find a set of assets and in a single action, update any attribute field. No more having to visit each assets in turn - effectively MS Excel within Harmony.

How about relationships?  No problem. Assets can have parent-child relationships and so render on a tree viewer; really useful for impact analysis if you are changing a hard-drive.

Of course, assets can also have tickets raised against them and belong to contracts.  You take a call about a failed hard-drive, check it is under contract before fixing it, and that needs to happen in seconds, without leaving the ticket.

Lastly, we now have our first RMM integration (more on that soon...!) which includes asset/device sync.  If the RMM tool raises an alert on the device, that auto-creates a ticket against the corresponding asset and that ticket allows you to take control of the device to resolve the issue from within Harmony - a very powerful time-saving feature.

So, if you ticked asset management in the SITS16 Industry Survey, come and visit us on stand 722 and we will explain how Harmony can help.



About the Author: Harmony Business Systems Ltd (HBS) is the company behind HarmonyPSA, the most complete cloud PSA software on the market. Developed with functionality to cater for even the most complex needs of MSPs, VARs, ISVs and Professional Services organisations, HarmonyPSA truly is the next generation of PSA systems. HBS is an independent company based in the UK. Follow HarmonyPSA on or LinkedIn

Tags: asset management, Features, Harmony Features, Harmony PSA, managing assets, MSP Business, General PSA, assets


Recent posts

Subscribe to our blog