IT asset management

Drumlin Ridge Systems · IT asset management · Rochester, NY

Zelda Abernethy is the IT manager at Drumlin Ridge Systems, an in-house IT team in Rochester, and she uses this to move every new hire's laptop, monitor and phone from first request through approval, order and delivery to a tagged device in their hands.

Software and IT Sales pipelineLinked tables5 tables · 6 views · 1 form · 2 dimension sets · 1 dashboard · 1 notification · 1 stage rule set · 1 agent

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Equipment pipeline

Equipment requests

Requested4

REQ-26-126Marisela Dunmore-EzeHeadset

REQ-26-129Ophelia Ravenscar-DunnMonitor

REQ-26-131Percival Okwuosa-LundDock

REQ-26-134Soledad Marchetti-BayLaptop

Approved5

REQ-26-124Lucan Wetherby-RaoMonitor

REQ-26-128Ophelia Ravenscar-DunnLaptop

REQ-26-130Percival Okwuosa-LundLaptop

REQ-26-132Quenby Haldorsen-NairLaptop

REQ-26-133Rutger Ballantyne-ObiLaptop

Ordered3

REQ-26-123Lucan Wetherby-RaoLaptop

REQ-26-125Marisela Dunmore-EzeLaptop

REQ-26-127Nestor Fairchild-ItoLaptop

Received3

REQ-26-118Isolde Vanterpool-KimLaptop

REQ-26-120Jory Sunderland-AzizLaptop

REQ-26-121Kalinda Brewster-OyeLaptop

Issued19

REQ-26-101Anwen Strathclyde-MbekiLaptop

REQ-26-102Anwen Strathclyde-MbekiMonitor

REQ-26-103Anwen Strathclyde-MbekiDock

REQ-26-104Corvin Halloran-IyerLaptop

REQ-26-105Corvin Halloran-IyerMonitor

14 more

Declined2

REQ-26-135Marisela Dunmore-EzeMonitor

REQ-26-136Fenella Wrightson-BaHeadset

Tables

Equipment requests

36 sample rows · 16 columns

Every piece of equipment asked for a new hire, from first request through order and delivery to the day it is handed over.

Request number	New hire	Equipment	What was asked for	Stage	Requested	Needed by
REQ-26-134	Soledad Marchetti-Bay	Laptop	14-inch business laptop, 32 GB memory, 512 GB drive	Requested	Oct 16, 2026	Nov 9, 2026
REQ-26-132	Quenby Haldorsen-Nair	Laptop	14-inch business laptop, 32 GB memory, 512 GB drive	Approved	Oct 15, 2026	Nov 2, 2026
REQ-26-133	Rutger Ballantyne-Obi	Laptop	14-inch business laptop, 16 GB memory, 512 GB drive	Approved	Oct 15, 2026	Nov 9, 2026
REQ-26-130	Percival Okwuosa-Lund	Laptop	14-inch business laptop, 32 GB memory, 512 GB drive	Approved	Oct 14, 2026	Oct 26, 2026
REQ-26-131	Percival Okwuosa-Lund	Dock	USB-C docking station, USB-C, ethernet and charging	Requested	Oct 14, 2026	Oct 26, 2026
REQ-26-127	Nestor Fairchild-Ito	Laptop	14-inch business laptop, 32 GB memory, 1 TB drive for builds	Ordered	Oct 13, 2026	Oct 19, 2026
REQ-26-128	Ophelia Ravenscar-Dunn	Laptop	14-inch business laptop, 16 GB memory, 256 GB drive, travel weight	Approved	Oct 12, 2026	Oct 26, 2026
REQ-26-129	Ophelia Ravenscar-Dunn	Monitor	27-inch monitor, 27-inch, two for a dual setup	Requested	Oct 12, 2026	Oct 26, 2026
REQ-26-135	Marisela Dunmore-Eze	Monitor	34-inch ultrawide monitor, curved	Declined	Oct 12, 2026	Oct 19, 2026
REQ-26-125	Marisela Dunmore-Eze	Laptop	14-inch business laptop, 32 GB memory, 512 GB drive	Ordered	Oct 9, 2026	Oct 19, 2026
REQ-26-126	Marisela Dunmore-Eze	Headset	noise-cancelling headset, USB wired, call center grade	Requested	Oct 9, 2026	Oct 19, 2026
REQ-26-123	Lucan Wetherby-Rao	Laptop	14-inch business laptop, 32 GB memory, 512 GB drive	Ordered	Oct 7, 2026	Oct 19, 2026

24 more rows

New hires

18 sample rows · 9 columns

The people starting soon or just started, who need equipment in hand on their first day.

New hire	Department	First day	Reach number	Equipment requests	Assets held
Anwen Strathclyde-Mbeki	Engineering	Sep 21, 2026	(585) 555-0120	REQ-26-101, REQ-26-102, REQ-26-103	AT-26-1101, AT-26-1102, AT-26-1103
Corvin Halloran-Iyer	Sales	Sep 21, 2026	(585) 555-0121	REQ-26-104, REQ-26-105	AT-26-1104, AT-26-1105
Dorothea Quistgaard	Finance	Sep 21, 2026	(585) 555-0122	REQ-26-106, REQ-26-107	AT-26-1106, AT-26-1107
Emeric Tolliver-Osei	Engineering	Oct 5, 2026	(585) 555-0123	REQ-26-108, REQ-26-109, REQ-26-110	AT-26-1108, AT-26-1109, AT-26-1110
Fenella Wrightson-Ba	Customer Support	Oct 5, 2026	(585) 555-0124	REQ-26-111, REQ-26-112, REQ-26-136	AT-26-1111, AT-26-1112
Gunnhild Abernathy-Soto	Operations	Oct 5, 2026	(585) 555-0125	REQ-26-113, REQ-26-114	AT-26-1113, AT-26-1114
Hadrian Okonjo-Pryce	Sales	Oct 5, 2026	(585) 555-0126	REQ-26-115, REQ-26-116, REQ-26-117	AT-26-1115, AT-26-1116, AT-26-1117
Isolde Vanterpool-Kim	Engineering	Oct 12, 2026	(585) 555-0127	REQ-26-118, REQ-26-119	AT-26-1118
Jory Sunderland-Aziz	People Team	Oct 12, 2026	(585) 555-0128	REQ-26-120
Kalinda Brewster-Oye	Finance	Oct 12, 2026	(585) 555-0129	REQ-26-121, REQ-26-122	AT-26-1119
Lucan Wetherby-Rao	Engineering	Oct 19, 2026	(585) 555-0130	REQ-26-123, REQ-26-124
Marisela Dunmore-Eze	Customer Support	Oct 19, 2026	(585) 555-0131	REQ-26-125, REQ-26-126, REQ-26-135

6 more rows

Vendors

5 sample rows · 8 columns

The suppliers the IT team buys equipment from and on what terms.

Vendor	Supplies	Account rep	Rep phone	Payment terms	Orders placed
Cobbler Hill Peripherals	Docks, headsets and cables	Ottoline Ravensworth-Oke	(585) 555-0114	Card on order	REQ-26-112, REQ-26-117
Ironbark Cable and Dock	Docking stations	Lorcan Treadgold-Dube	(585) 555-0115	Net 30	REQ-26-103, REQ-26-110, REQ-26-122
Lakeview Business Computers	Laptops and workstations	Thorvald Aldenhoff-Pike	(585) 555-0111	Net 30	REQ-26-101, REQ-26-104, REQ-26-106, REQ-26-108, REQ-26-111, REQ-26-113, REQ-26-115, REQ-26-118, REQ-26-120, REQ-26-121, REQ-26-123, REQ-26-125, REQ-26-127
Northgate Display Supply	Monitors and mounts	Perpetua Hargreave-Mbeki	(585) 555-0112	Net 45	REQ-26-102, REQ-26-105, REQ-26-109, REQ-26-114, REQ-26-119
Pinewood Telecom Direct	Phones and mobile plans	Cassius Delacroix-Imani	(585) 555-0113	Net 30	REQ-26-107, REQ-26-116

Assets

25 sample rows · 9 columns

Every tagged device the team owns: where it is, who holds it and when the warranty ends.

Asset tag	Equipment	Model	Serial number	Status	Assigned to	Purchased
AT-26-1101	Laptop	14-inch business laptop	SN1354013	Issued	Anwen Strathclyde-Mbeki	Sep 11, 2026
AT-26-1102	Monitor	27-inch monitor	SN9691166	Issued	Anwen Strathclyde-Mbeki	Sep 11, 2026
AT-26-1103	Dock	USB-C docking station	SN9946172	Issued	Anwen Strathclyde-Mbeki	Sep 11, 2026
AT-26-1104	Laptop	14-inch business laptop	SN6188636	Issued	Corvin Halloran-Iyer	Sep 15, 2026
AT-26-1105	Monitor	27-inch monitor	SN8939946	Issued	Corvin Halloran-Iyer	Sep 15, 2026
AT-26-1106	Laptop	14-inch business laptop	SN2234344	Issued	Dorothea Quistgaard	Sep 16, 2026
AT-26-1107	Phone	company mobile phone	SN7241326	Issued	Dorothea Quistgaard	Sep 16, 2026
AT-26-1108	Laptop	14-inch business laptop	SN8903662	Issued	Emeric Tolliver-Osei	Sep 25, 2026
AT-26-1109	Monitor	27-inch monitor	SN7702064	Issued	Emeric Tolliver-Osei	Sep 25, 2026
AT-26-1110	Dock	USB-C docking station	SN3264651	Issued	Emeric Tolliver-Osei	Sep 25, 2026
AT-26-1111	Laptop	14-inch business laptop	SN1719185	Issued	Fenella Wrightson-Ba	Sep 28, 2026
AT-26-1112	Headset	noise-cancelling headset	SN9713569	Issued	Fenella Wrightson-Ba	Sep 28, 2026

13 more rows

Also included

Equipment pipelineStage rules
Item deliveredNotificationTells the help desk when an item arrives so it can be set up and tagged.

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Bristlecone Orthodontics	Marguerite Sorensen-Bell	(719) 555-0150
Arrowhead Surveying	Aurelio Ashworth-Tran	(719) 555-0151
Pinion Ridge Insurance Agency	Nadezhda Eberhardt	(719) 555-0152
Gold Camp Accounting	Cassius Ferreira-Lindqvist	(719) 555-0153

CRS-26-101	Isolde Fairbairn	Harbourline Freight Brokers
CRS-26-102	Hamish Underwood	Alderbank Dental Group
CRS-26-103	Saoirse Nakagawa	Fennimore Tile & Stone
CRS-26-104	Winifred Lindgren	Ostrander Freezer Logistics

Pennywhistle Toys customer loyalty app	Mobile app	$85,000
Harborlight Community Services donor portal refresh	Web platform	$60,000
Goldfinch Logistics Cooperative load board integration	Integration	$70,000
Fairhaven Dental Alliance appointment reminder service	Integration	$45,000

Noor Bellweather, product lead	Product lead	Full time
Anneliese Torvaldsen, studio manager	Studio manager	Full time
Matteo Okonjo-Rask, engineer	Engineer	Full time
Saffron Eldridge-Wu, engineer	Engineer	Full time

USB-C cable, 1 metre, braided	FH-1001	Cables and chargers
USB-C to Lightning cable, 1 metre	FH-1002	Cables and chargers
65-watt wall charger, dual port	FH-1003	Cables and chargers
Tablet charger, 30-watt	FH-1004	Cables and chargers

SC-2601	Ferry Tracker 2.1 release	Release
SC-2602	Ferry Tracker 2.2 release	Release
SC-2603	Ferry Tracker support, spring	Maintenance retainer
SC-2604	Ferry Tracker 2.3 release	Release

Equipment pipeline

Tables

Equipment requests

New hires

Vendors

Assets

Also included

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