Active โ€ข IT Asset Disposition / Repair Services โ€ข ~50 employees
๐Ÿ’ป

The IT Asset Company

The Reality

Legacy system they'd outgrown

Legacy Replacement Parallel Operations Scale Constraints

โš ๏ธ What Was Actually Happening

They process 6,000+ repairs a year.

The system handling that? A legacy platform that couldn't scale.

Data lived in three places: NetSuite, RepairSeries, HubSpot.

None of them talked to each other properly.

Parts tracking was manual. Invoicing consolidation was manual.

Technicians worked from whatever system was closest.

"
We're not fixing the system โ€” we're replacing it.
โ€” The decision that unlocked progress

๐Ÿ“‹ The Symptoms

  • 6,000+ annual repairs through a system that couldn't scale
  • Data fragmented across three disconnected systems
  • Manual parts tracking
  • Manual invoicing consolidation
  • No unified view of repair operations

๐Ÿ“ Where They Are Now

โœ“ What's Different

  • โ†’ Phase 1 complete
  • โ†’ Building ticket-centric architecture in HubSpot
  • โ†’ Custom Asset object tracks devices through repair lifecycle
  • โ†’ Two repair pipelines operational
  • โ†’ Technician self-assignment workflow designed
  • โ†’ Barcode scanning integration in progress

~ What's Still Messy

  • โ†’ RepairSeries still running in parallel
  • โ†’ NetSuite integration scope still being defined
  • โ†’ Data migration is a multi-month effort

The Pattern

Sometimes you can't fix what you have. You have to build the replacement while the old thing keeps running. It's harder and slower than anyone wants it to be.

Quick Facts

Industry
IT Asset Disposition / Repair Services
Team Size
~50 employees
Status
Active
Patterns Identified
3

Universal Patterns

This story reveals patterns seen across industries:

Legacy Replacement
Parallel Operations
Scale Constraints

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This story is anonymized. The organization is real. The challenges are universal.