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Using the Clients console to identify risk
Using the Clients console to identify risk
Learn more about the clients you manage service for, such as identifying your top opportunities and DMI trends.
Randy White avatar
Written by Randy White
Updated over a week ago

All managed clients are found in the Client console. 30-day client DMI trends display along with potential hardware replacement opportunities, along with associated hardware and software statuses.

Navigate here by clicking Clients in your left-hand navigation bar.

Making decisions based on the Clients console

The Clients console provides a data snapshot that helps you in determining what tasks need to be completed. By default, the Hardware replacement column is the primary driver to determine your next steps by indicating the highest revenue opportunity.

Why is this information important?

  • Older hardware breaking down causes unnecessary disruptions

  • Slowdowns and freezes affect productivity in older assets

  • It becomes more challenging to support older assets

  • Older assets pose security risks because they cannot be updated

    • Older assets are often incompatible with new software and applications

You can sort the columns by your own criteria or key factors to prioritize the clients that need attention. Clicking the links in relevant columns takes you to the next logical steps depending on your priorities, whether you prioritize clients based on their hardware replacement costs, number of managed assets, or DMI scores.

  • Client - Clicking the client name to which the subsequent metrics belong to takes you the Client dashboard where surfaced data is accessible to be actioned on with an initiative.

  • Hardware assets - By selecting a client's hardware assets, the client hardware console opens, where you can access multiple data points, share relevant asset information, view insight data, and identify which hardware assets are included in Initiatives.

  • Software assets - After clicking the total number of software assets for a particular client, the software console opens, where you’ll be able to view any or all software assets that are synced to your account.

Here are several reasons you should act on data in the Clients console

  • Reduce the risk of hardware damage, major data loss, & downtime for businesses

  • Reduce the risk of data breaches by strengthening security

  • Modernize your clients’ IT so they can have a better experience

  • Providing increased, affordable storage that can support modern software application performance and storage requirements

  • Enhanced flexibility in updating, supporting, and accessing cloud applications

Client console overview

Client Summary Report

Clicking the blue Clients Summary Report button downloads a PDF document that provides detailed information as to what you're seeing in the table.

  • Client

    • This is the client name to which the subsequent metrics belong to.

  • DMI score

    • DMI's objective benchmark is similar to a credit score (between 300 and 850) of your clients' environments.

  • 30-day trend

    • Shows which clients are on an upward DMI trajectory (improving) and which clients are on a downward DMI trajectory (needing attention) among DMI ranges.

  • Hardware replacement

    • The hardware replacement figure is the total hardware replacement sales opportunity for this particular client. The numbers presented in this column are based on your Hardware replacement settings.

  • Hardware assets

    • This is the total number of hardware assets for the respective client.

  • Hardware status

At a high level, each color-coded line shows known server and workstation hardware and its potential hardware replacement status. To learn more about a client, click on their name. The color codes identify as:

  • Red - hardware asset is overdue for replacement and action is required

  • Amber - hardware asset is due soon (within 180 days) for replacement and action is required

  • Green - hardware asset is supported and no action is required

  • Grey - shows unknown assets (these assets have no identified warranty expiration date)

  • Blue - identifies how many operating systems are supported for the identified assets.

  • Software assets

    • This is the total number of software assets for the respective client.

  • Software status

    • Each color-coded line indicates provides an overview of the software assets found on your hardware assets.

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