Customer
Professional Financial Services Firm
Sector
Historical
A professional financial services firm which is focused on delivering specialist solutions to complex, diverse and growing organisations, needed to have an independent, accurate impartial asset count completed.
THE CHALLENGE
The customer needed the following:
- Accurate audit conducted in a professional way
- To have all assets tagged with a unique identifier
- Understand the location of assets
Why RGIS?
A professional financial services firm which is focused on delivering specialist solutions to complex, diverse and growing organisations, needed to have an independent, accurate impartial asset count completed.
The professional services firm partnered with RGIS to understand what assets they had in two main office buildings. To enable them to update the asset register.
Our Solutions
RGIS worked with the professional services firm to complete a full asset count, RGIS implemented the following:
A team of two experienced auditors were sent to prepare for the asset audit in both the firm’s offices
Every asset was tagged using a unique tag number
RGIS captured all the relevant information associated to that unique tag number, including a product description, serial number and colour
Each asset was recorded on a spreadsheet in the bespoke format requested by the firm, and all data was sent back to them
Results
The professional services firm found partnering with RGIS meant the time, effort and cost of over ordering assets had been eliminated.
The data was in a format requested by the firm, so the customer could add to and amend to the existing asset register
The location of all the fixed assets was now available to the professional services firm, not only the quantity, so they can now move assets between buildings rather than ordering additional items
Conclusion
By partnering with RGIS, the professional services firm achieved a fully verified and professionally executed asset audit, with every item uniquely tagged and accurately recorded. The structured data capture process delivered complete visibility of asset quantities, descriptions, serial numbers and precise locations across the offices. As a result, the firm eliminated unnecessary over-ordering, strengthened control over its fixed asset register, and gained the ability to reallocate assets between buildings based on accurate location data. The bespoke reporting format ensured seamless integration with existing records, establishing a more efficient, cost-controlled and accountable asset management framework moving forward.
