Start with a defined trigger
An asset owner selects a product family and review period.
IT asset management
Software Asset Reconciliation:
Software Asset Reconciliation:
the workflow in practice.
License review-to-reconciliation queue
FROM INPUT TO HANDOFFA clear job
Explore the architecture behind the pattern ↗
A clear job
for every step.
This is a proposed workflow pattern. We confirm data access, permissions, integration options and review ownership with your team before implementation.
Usage does not automatically establish license compliance. Confirm contractual definitions and avoid changing accounts from a speculative match.
Assemble the right context
Collect permitted purchase records, contract terms, assignment exports and approved usage definitions.
Perform the bounded task
Suggest product matches, identify unexplained seat differences and separate missing evidence from confirmed discrepancies.
Review before taking action
Asset and procurement owners verify entitlements and decide any subscription or assignment changes.
Deliver and record the result
Record accepted findings and route approved actions to the relevant purchasing or administration process.
Build an improvement loop
around real work.
Measure unmatched assignments, false matches, unresolved ownership and reconciliation effort.
Keep the input, relevant context, review decision and final result connected. When a reviewer corrects something, use that evidence to improve the instructions or integration, then validate the change against representative cases.
CHOOSE THE RIGHT SUPPORTBuild it. Build with us.
Build it. Build with us.
Or have us manage it.
The workflow stays centered on your business. The engagement determines who learns, implements and operates it.
Your team owns the build.
Start with AI workflow training and the Factory Line source package. Workshop support is available when you need feedback.
Explore the $2,500 package ↗Work through it together.
Get everything in DIY, three months of workshops, weekly team sessions and direct implementation coaching.
Explore guided implementation ↗We manage the foundation.
Include all the learning and guidance, with ownership of agreed operations and major implementation decisions.
Explore managed delivery ↗START WITH YOUR WORKWhere is your team
Where is your team
doing too much by hand?
Bring a process, a bottleneck, or an idea. We'll help you decide what to automate, what to keep under human review, and where to begin.