How Fulcrum Became Our Asset Management Solution

October 29, 2018 by Lily Salinas

I’ve always said: Ask me to run an office, and no worries, I got it! Then this task fell on my lap — a great combination of departments’ needs and wants, all to be managed by me…

I needed to tag and inventory our assets.

Sure, I think. Let’s use Google sheets and track the inventory. If only there was an app that I could use to take the information off a barcode and correlate it to an existing asset…

Oh, wait — there is!

Let’s start at the end and work backward… we need to tag all of our assets. Easy, right? But what information do we need to capture? Oh, I know: type of equipment, serial number, who it is assigned to and proof of documentation.

Somehow, our Professional Services team had already read my mind and custom built a Fulcrum app for asset management to my liking. But wait — I need to love it!

Lily and Joe hanging out at the office

Lily works with Joe Larson of the Professional Services team on the asset management app.

I sat with them, probably rolling my eyes and dragging my feet on what was expected, and they asked the magic question, “What do you need this app to do?”

Wait! Are you saying I don’t have to compromise what I need to make the app work for me? I have full reign? (Approval pending, of course.)

The Pro Services team are the perfect teachers. They took the time to work with me on the app on my phone and desktop, and with Joe’s help as my sounding board, we tested ideas until a viable solution was achieved and immediately implemented.

The Fulcrum asset management app.

My project got the attention and time it deserved, and now tagging assets has become a much smoother task.

I have peripherally known what we do since I started working at Spatial Networks five months ago, but now I get to be an end user, where my needs and wants are in the forefront. Creating things is cool but to create something to match your individual needs is even cooler!

To be able to use our own app to track our assets was not something I had considered, but I’m a big believer of thinking outside the box. In this case, my box was Google sheets.

Fulcrum is a data collection platform that enables businesses to reduce costs, access critical data in real time, and improve decision making at every level. With Fulcrum, you can create custom apps using our simple drag-and-drop builder to turn your paper documents into digital forms that your field teams can quickly complete on mobile devices.

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Lily

About the author

Lily Salinas is the office manager and head cheerleader at Spatial Networks. She was born in Lima, Peru.

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