Know what equipment each customer owns.

The serial number is in ERP, the current site is in a service note and the configuration lives in an old commissioning file. Bourne joins those records so sales and service can see what the customer owns, where it runs and what has happened to it.

A technician inspecting industrial process equipment.

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You cannot sell the right service if you do not know what the customer owns.

ERP may show the original shipment while field records show later modifications. Serial numbers, locations, warranties, parts and service history often split across regions and systems.

Bourne reconstructs the as-maintained asset record and links uncertainty to the source. Service and sales can identify the machine before they promise a part, visit or upgrade.

Two older compressors have no reliable current configuration.

  1. 01

    Collect

    Bourne joins shipment, serial, service, warranty and site records.

  2. 02

    Match

    It links 16 assets to known configurations and service histories.

  3. 03

    Flag

    Two assets have conflicting serial and modification records.

  4. 04

    Verify

    The account owner asks the site for the nameplate details and current photos.

  5. 05

    Use

    The verified asset record supports parts, service and retrofit proposals.

What should improve

Installed-base coverage

Share of known assets with customer, site, serial and current configuration.

First-time asset match

Requests resolved without a second search for asset identity.

Uncovered assets

Installed equipment without active service, warranty or commercial follow-up.

Frequently asked questions

Does Bourne replace an installed-base platform?

It can operate on top of your current CRM, ERP and service systems, or become the workspace that unifies them. We choose the architecture from your source quality and the actions users need to take.

Can it recover installed-base data from old documents?

Yes. Bourne can extract serials, configurations, sites and dates from shipment, commissioning and service documents while retaining links to the source.

What does Bourne need before it can run installed base?

We start with a live installed base case, the source files your team used, the systems they checked and the final result. That gives us the real work, including the exceptions that a process diagram misses.

What happens when information is missing or contradictory?

Bourne does not fill the gap with a guess. It shows the missing or conflicting source, asks the right owner for a decision and keeps that answer with the case so the same question does not have to be solved again.

Can our team see why Bourne made a recommendation?

Yes. Each recommendation links back to the files, records, rules and prior decisions that support it. Your team can inspect the evidence before approving the next step.

Do we have to change the whole process at once?

No. We start with one workflow, one team and real customer work. Once it performs reliably, we connect the next step in the customer lifecycle.

Related guides

Installed base management for OEMsHow to build an installed equipment recordInstalled base software comparison

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