What do you need to do now to track your inventory? Why do you need to track inventory – and why isn’t there a killer app for that yet?
A significant number of clients come to Community IT without any inventory tracking at all. Besides being a financial risk this is a clear security risk – especially if you have no system in place to off-board staff who leave your nonprofit but keep their laptop and access to private files and business subscriptions.
Why is it so hard to track inventory if you are a smaller organization (under 100 staff)? Listen to CEO Johan Hammerstrom share the three categories of inventory you need to track, and where that information probably lives at your nonprofit. With a little prioritization now, you can ensure your organization is protected from bad actors and can account for all your laptops. Johan shares these IT inventory tips to help our community avoid headaches and security risks.
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Some Key IT Inventory Tips:
There is no perfect software or app to track inventory for smaller organizations. You will have to track it yourself, it cannot easily be delegated and philosophically probably shouldn’t be outsourced. A spreadsheet can work for smaller organizations.
Three categories of inventory you need to track:
- Equipment as an asset that the organization has purchased. Need to track it as part of financial accounting. Usually tracked by finance team.
- Who has that equipment been assigned to? Which laptop went to which staff member? This can also be tracked by the finance or HR team, or the IT team.
- Who is logged in to that computer? Who is the end user and which apps and licenses are they using (that the organization is paying for). Where is it located, how is it logged into the internet, who is the last person to log in to it? Your IT team will be able to track this.
You should cross reference these three categories and reconcile them periodically.
You need a standard process for off-boarding staff and recovering equipment from them/deactivating their subscriptions and access.
Managing subscriptions is a related issue, and is equally important for your nonprofit to track, both for financial reasons (paying for subscriptions that are not being used, or paying for individual subscriptions when an enterprise subscription would be easier/cheaper/have more features) and for cybersecurity reasons.
Presenters
Johan Hammerstrom’s focus and expertise are in nonprofit IT leadership, governance practices, and nonprofit IT strategy. In addition to deep experience supporting hundreds of nonprofit clients for over 20 years, Johan has a technical background as a computer engineer and a strong servant-leadership style as the head of an employee-owned small service business. After advising and strategizing with nonprofit clients over the years, he has gained a wealth of insight into the budget and decision-making culture at nonprofits – a culture that enables creative IT management but can place constraints on strategies and implementation.
As CEO, Johan provides high-level direction and leadership in client partnerships. He also guides Community IT’s relationship to its Board and ESOP employee-owners. Johan is also instrumental in building a Community IT value of giving back to the sector by sharing resources and knowledge through free website materials, monthly webinars, and external speaking engagements.
Carolyn Woodard is currently head of Marketing and Outreach at Community IT Innovators. She has served many roles at Community IT, from client to project manager to marketing. With over twenty years of experience in the nonprofit world, including as a nonprofit technology project manager and Director of IT at both large and small organizations, Carolyn knows the frustrations and delights of working with technology professionals, accidental techies, executives, and staff to deliver your organization’s mission and keep your IT infrastructure operating. She has a master’s degree in Nonprofit Management from Johns Hopkins University and received her undergraduate degree in English Literature from Williams College.
She was happy to have this podcast conversation with Johan Hammerstrom on IT Inventory Tips. Find more resources on Nonprofit IT Leadership here.
Ready to get strategic about your IT?
Community IT has been serving nonprofits exclusively for twenty years. We offer Managed IT support services for nonprofits that want to outsource all or part of their IT support and hosted services. For a fixed monthly fee, we provide unlimited remote and on-site help desk support, proactive network management, and ongoing IT planning from a dedicated team of experts in nonprofit-focused IT. And our clients benefit from our IT Business Managers team who will work with you to plan your IT investments and technology roadmap if you don’t have an in-house IT Director.
We constantly research and evaluate new technology to ensure that you get cutting-edge solutions that are tailored to your organization, using standard industry tech tools that don’t lock you into a single vendor or consultant. And we don’t treat any aspect of nonprofit IT as if it is too complicated for you to understand. When you are worried about your email safety and spam, you shouldn’t have to worry about understanding your provider.
If you have questions about these IT Inventory tips you can learn more about our approach and client services and contact us here.
We think your IT vendor should be able to explain everything without jargon or lingo. If you can’t understand your IT management strategy to your own satisfaction, keep asking your questions until you find an outsourced IT provider who will partner with you for well-managed IT.
If you’re ready to gain peace of mind about your IT support, let’s talk.