The IT Asset Company
The Reality
Legacy system they'd outgrown
โ ๏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
๐ 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
๐ Where They Are Now
โ 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:
More Transformation Stories
Every organization is in the middle of this.
This story is anonymized. The organization is real. The challenges are universal.