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Product Case Study

AMS

Asset Management Portal

One unified admin portal for inventory tracking, procurement and support tickets — designed end-to-end for Admin and Super Admin roles in 3 months.

Product Case Study · Enterprise SaaS

Turning spreadsheet chaos into one source of truth for every asset

IT teams were running company-wide asset operations on spreadsheets and email threads. In 3 months I took the Asset Management Portal from problem framing to a shipped, high-fidelity product — unifying inventory, help desk and procurement for the Admin and Super Admin teams who run it every day.

The Challenge

Fragmented systems & manual chaos

IT Managers are overwhelmed. Relying on disparate spreadsheets for inventory and email threads for support tickets creates a bottleneck that costs time and money — assets lost due to lack of tracking, delayed onboarding for new employees, and high stress from constant reconciliation.

The Solution

Unified intelligence & automated flow

A centralized Asset Management Portal that integrates inventory tracking with a help desk system — real-time visibility into global stock, automated workflows for approvals, and a unified dashboard for asset health and costs.

RoleSenior UX Designer
Duration3 Months
ToolsFigma
UsersAdmin · Super Admin
Research · The situation

Spreadsheets were the system of record

5 IT-manager interviews and 20+ employee surveys mapped the real cost of the status quo.

70%of organisations still track inventory on manual Excel sheets.
4hrslost by IT managers every week reconciling assets with records.
3/5employees report significant delays equipping new joiners.
Key insight

Lack of visibility is the root cause of both inventory loss and procurement delays.

“I dread the end of the month. I have to physically walk around the office to check if people still have the monitors assigned to them.”
SA Senior IT Admin
“When my laptop broke, I had to email three different people. I didn’t know the status for a week. It was frustrating.”
PM Product Manager
SK
Suresh Kumar · IT Manager — the primary user Onboards, monitors and audits every asset in the company. “Managing assets on spreadsheets is a nightmare — I need automated tracking and instant alerts when stocks run low.”
Real-time trackingAutomated approvalsLow-stock alerts
Goals & success metrics

What the portal had to do

Four outcomes shaped every decision — each paired with the measure that would prove it, written before the first screen existed.

Real-time visibility

One source of truth for every physical and digital asset across the company.

Measured by: % of assets tracked in the portal vs. spreadsheets

Automated flow

Approvals, procurement and support tickets — without a single email thread.

Measured by: requests resolved with zero email follow-ups

Faster onboarding

New joiners equipped on day one, with no reconciliation delays.

Measured by: day-one equipment readiness for new joiners

Auditable operations

An always-on trail that replaces month-end manual asset checks.

Measured by: hours spent on month-end reconciliation
The approach

How we got there

From first interview to shipped portal — the path in five moves.

Step 01

Research

Sat with IT managers and employees to map the real cost of spreadsheets.

5 interviews · 20+ surveys
Step 02

Insight

Synthesised every pain down to one root cause: no shared visibility.

1 root cause
Step 03

Decisions

Placed four structural bets — each against a cheaper alternative.

4 bets
Step 04

Prototype & test

Walked managers through it — and let testing kill the first dashboard.

2 dashboard versions
Step 05

Ship

High-fidelity portal, module by module, on a shared design system.

8 modules shipped
The calls behind it

Four decisions carried the design

Each one had a cheaper alternative — and a reason that alternative would have failed Suresh.

01

One portal, not three tools

Considered

Separate inventory, help-desk and procurement modules — faster to build, easier to scope.

Chose

A single information architecture. Lack of visibility was the root cause — and visibility dies at tool boundaries.

Trade-off: a denser first-run experience, paid down by an exception-first dashboard.
02

A guided request, not a free-text ticket

Considered

A classic help-desk ticket with a description box — familiar, zero learning curve.

Chose

A structured form with a branching approval path — standardised data powers automation and audit trails.

Trade-off: more upfront friction for requesters — kept to a single screen to compensate.
03

Roles & claims, not per-user toggles

Considered

Granular per-user permissions for maximum flexibility.

Chose

Two roles with claims on sensitive actions — predictable, auditable, explainable at company scale.

Trade-off: occasional over-permissioning, mitigated by approvals on destructive actions.
04

Flexible attributes, not fixed asset types

Considered

Hard-coded schemas per device category — simpler forms, faster to design.

Chose

Custom attributes — any hardware, software or licence fits without an engineering request.

Trade-off: harder empty states, solved with sensible defaults and templates.
Tested & iterated

The dashboard that didn’t survive testing

Walkthroughs with IT managers killed the first concept — and reshaped every module after it.

v1 — didn’t survive

Chart-first dashboard

Led with asset value, category splits and trends. Managers scanned straight past it — nobody opened the portal to admire a chart.

v2 — shipped

Exception-first command view

Leads with action queues — pending approvals, low stock, overdue audits — with health and cost charts one glance below.

The solution

One portal, every asset operation

Inventory, help desk and procurement — unified into a single high-fidelity dashboard for Admin and Super Admin teams.

Inventory Help desk Procurement
One unified dashboard
Admin Super Admin
Inventory scattered across Excel sheets
Live global stock with low-stock alertsInventory
Requests & approvals lost in email threads
Guided request flow with in-portal approvalsHelp desk
Month-end walk-around asset audits
Automated audit trail on every deviceAuditing
Untracked purchases and licences
Purchase orders in one auditable workflowProcurement
Live inventory Low-stock alerts 0 email threads
Command dashboard
Employee assets
Integrated help desk
Live inventory
Custom attributes
Device auditing
Roles & claims
Purchase orders
01 / 08 Command dashboard Asset health, costs and open tickets at a glance.
Where it landed

What changes for IT teams

Shipped to the Admin and Super Admin teams who run day-to-day asset operations — aimed squarely at the costs that made the old workflow painful.

1Single source of truth for every asset — replacing 70% reliance on manual Excel sheets.
0Email threads — requests, approvals and tickets now live inside the portal.
4hrsWeekly reconciliation reclaimed through automated device auditing.
What it taught me

Three lessons I carry forward

The call I’d defend

Unifying the IA. Every “can’t we keep tickets in email?” request was a request to reintroduce the fragmentation the portal existed to remove. Holding that boundary is what made the product coherent.

What I’d do differently

Bring procurement stakeholders in at week one, not after the flows were drawn. Their approval chain reshaped the request flow late — a week of rework one early conversation would have prevented.

What changed in my practice

Success metrics before wireframes. The four measures above were written before the first screen existed — and they settled every scope debate faster than any opinion could.

Clarity brought to complex asset operations

The Asset Management Portal turns fragmented spreadsheets and email threads into one unified system for inventory, ticketing, and procurement.

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