I'm part of a CPA firm with over 60 employees across 10 offices. As we've grown, our IT inventory process has lagged behind, mainly tracking just the PCs assigned to employees. Given all the different devices we have—like laptops, monitors, headsets, and cables—I'm unsure how detailed our inventory should be. Should we just list major items, or do we need to track all equipment down to peripherals? Also, I was thinking of using Google Sheets for this task, but is that really the best method?
3 Answers
For a firm with over 60 employees, relying on Google Sheets can quickly become unmanageable. It's advisable to explore IT asset management platforms that can automate much of the inventory tracking for you. This not only aids in daily management but prepares your organization for audits and gives a clearer picture of your IT budget and asset status.
The key to managing IT assets effectively is determining what's worth tracking. A common approach is to set a value threshold, say around $100 or so; anything above that gets added to the inventory. Having a clear discussion with your finance department can also help establish what is considered an asset versus a consumable. An IT asset management tool could really save you time and provide more precise tracking than a simple spreadsheet.
When it comes to IT inventory, it's essential to focus on what really matters. Generally, items that have a significant financial value or that could present a cybersecurity risk should definitely be tracked. Things like high-end laptops, PCs, or anything that connects to your network, like IP cameras, should be on your list. Smaller items such as keyboards or mice are often seen as consumables and might not need individual tracking unless you see a value in managing those, too.
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