Guided tour

Home Guided tour
Welcome

Menu
Handy and accessible whenever you need it, use the menu to switch through all the features of Asset Insider with a single click. You always start from the “Dashboards” section/ Free up working space by minimizing it to an icon.

Step 1

Change area
Switch between the three menus from the “Change area”.

Step 2

Settings menu
Use the “Settings” menu to set-up and use the different functionalities on a more granular level.

Step 3

Help & Support
Use the “Help and Support” menu to find information and step-by-step instructions on how to use Asset Insider and get the most of each functionality.

Step 4

Dashboard
The dashboards provide you with a quick overview of the various areas in your asset management. Use them for accurate data about ongoing operational situations and to improve forecasting and work planning. You have all the essential dashboards pre-made and ready for use, but you can also create and customize personal ones based on your role in the company. Use the “Dashboard Selector” to switch between dashboards.

Step 5

Inventory dashboard
Use the “Item Movement” dashboard to monitor and prevent shortages or overstocking with a dedicated dashboard for movements of stock in consumables.

Step 6

Custom Dashboards
Create personal dashboards based on your needs and job position. Share them with other users or get access to dashboards from your teammates.

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Better planning

Spare parts and consumables forecast
Control the inbound and outbound flows of spare parts and consumables. Identify upcoming shortages or excessive stock and keep your finances in the optimal margins.

Step 1

Budgets
Create budgets for upcoming periods to account for assets in demand. Make reliable financial plans with greater visibility. Click on any budget from the list in “All Budgets” section to view the full details.

Step 2

Budget Lines
Use Budget Lines to add assets that are expected to be required. Make precise estimation for expected demand for the next budgeting periods. Decide whether to make requests for new assets or distribute from existing stock.

Step 3

Asset Requests
Employees and managers can submit asset requests (per budget, location, type, and other characteristics), apply customized approval chains, and control asset movements.

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Streamlined Supply Chain

Assets: Overview
Once marked as “Received”, the assets are automatically created into the system, inheriting all data from the Purchase Order. Here we can integrate with your ERP system and send automated notifications for a newly acquired asset to begin the depreciation process.

Step 1

Asset Parameters
Based on the group/category of the asset, some parameters are automatically attached to monitor and maintain the condition of your asset.

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Asset Lifecycle Review

Submit Asset Request
Create and submit asset requests with easy-to-fill forms and a guided process.

Step 1

Approval Setup
You can define your customized approval chains for each process.

Step 2

Approvals in Teams
Approvers will receive notifications via Teams and Email. All the information about the request is included so the stakeholder can instantly decide whether to approve. They can also leave a comment. All this happens on only one screen in Teams or Outlook.

Step 3

Fulfilment Method
You will find the “Fulfilment Method” under the “Fulfilment” section in the General parameters for every Asset Request. Users can use automated fulfilment of asset requests when their due time comes. The system autogenerates a Transfer Order if the asset is in stock or a Purchase Order when it must be purchased.

Step 4

Autogenerated Purchase Orders
The autogenerated Purchase Order is linked to the request for easy reference. It can be found in the “General” tab of the Asset Request under the “Fulfilment” section.

Step 5

Purchase Orders: Mobile Companion
When the assets arrive from the vendor, they can be easily verified by the receiving employee with the Asset Insider Mobile Companion (iOS/Android). This applies to incoming goods, transferred goods, and warranty handling. One mobile app for all movements – just scans the item’s barcode or QR-code identifier.

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Manage any asset in its way, tack what you need

Custom Parameters
The Custom Parameters in Asset Insider allow you to configure any kind of property for your assets and collect data either manually or from IoT or PLC devices. The app offers great flexibility with the opportunity to create and assign static/dynamic parameters to desired categories or groups.

Step 1

Static Parameters
Use Static Parameters to record a single value in various types. You can set a default one if necessary.

Step 2

Dynamic Parameters
Dynamic parameters offer you the possibility to record values in the desired measurement unit and apply a calculation to the values.

Step 3

Parameters Association
Associate any parameter to any Category or Group and monitor to which assets it is attached.

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Preventive and Predictive Maintenance

General Maintenance
Use the “Maintenance” section in each asset card to get a summarized overview with the main asset management KPIs, the attached maintenance plans, and completed/active Work Orders for the specific asset.

Step 1

Preventive Maintenance
Create your maintenance plans and define multiple trigger conditions to respond to different circumstances. Turn your asset management from reactive to predictive and include scheduled tasks. Define Work Order templates for each plan to easily handle automated task creation.

Step 2

Maintenance Plan Condition
Plan condition gives you great flexibility in defining the criteria for your maintenance plan.

Step 3

Maintenance Plan Condition
Automate task creation and let Asset Insider select the correct values of Assignee, Company, and Location or pre-define them to be included in the created tasks.

Step 4

Work Orders: Templates
Any workforce and required consumables can be automatically added to the specified tasks so you don’t have to do anything manually.

Step 5

Work Orders: Kanban
Improve your task management approach with the Kanban board in Asset Insider. You can also customize it to use any property of the Work Orders.

Step 6

Work Orders: Business Process Flow
Asset Insider uses guided business process flows to provide users with all required information and help them complete their tasks on time.

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Digital Twinning

Microsoft Teams integration
Include Asset Insider in your Teams instance for quick access.

Step 1

IoT Smart Monitoring
Connect IoT sensors to your assets and gather the information in Asset Insider automatically.

Step 2

3D Models
Create fully-fledged digital twins by including 3D models of your assets.

Step 3

Artificial Intelligence Predictions
Easily switch to predictive maintenance with the AI Builder. Use your historical data to evade critical events and risks in your asset’s lifecycle.

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Summary

Asset Insider helps you deliver outstanding asset management from demand to disposal, and maximize performance, efficiency, and lifecycle duration for your entire portfolio.

Explore how Asset Insider performs in real-life scenarios and for specific use cases with our product team. Book a date for your live demo. 

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Book a live demo

Get a professional demonstration of how Asset Insider performs in real-life scenarios and for specific use cases.

Get a free 48-hour test drive of Asset Insider