Objective Our client, a multi-discipline infrastructure services partner, had recently been through a Field Service Mobility Selection process. They wanted to develop a bespoke Field Service Mobility solution. This was their third attempt at implementing this type of software. The last two attempts had failed, based on their lack of functional and technical design requirements. This project ended up being …
Simplifying Construction Joint Venture processes
Objective Our Construction-industry client was about to start work on a new large-scale project, as part of an equal Joint-Venture. They asked us to assist them with determining best process for long-term management of the Joint Venture project. The processes had to cover the business and software needs of both the involved parties. We had to provide a process which …
Service Management Software Selection
Objective Our client works in Mechanical Services Field Service and had worked closely with their Service Management Software vendor for many years. They had paid for many changes to the core product, which were specifically aimed at market distinction. Unfortunately, their Service Software vendor wanted to move away from an on-premise model to a cloud-based offering. In order to do …
ERP to CRM Integration
Objective Our client is a leader in Hospitality Services and part of an international Group. Their Asia Pacific Marketing Department selected a new CRM package for Sales staff across the region. This new CRM software was not affiliated with their ERP software. This meant that there was no OOTB integration. They quickly identified that creating and maintaining two separate customer …
Supplier Catalogue Software – direct to Project Construction Materials
Objective Our Construction industry client had ongoing challenges with the way their ERP allowed them to record project materials. They had a mix of quantity-tracked warehouse items, tracked consumables and supplier items price lists used for procurement. They had previously attempted to work around their ERP software shortcomings by recording every item as a system inventory item. However, over time …
System Selection to replace multiple legacy packages
Objective Our client had experienced a sustained period of growth, both organic and through acquisition. They already worked in Building Services, in a specific discipline. One of the intentions of the business growth was to expand the business range to include additional disciplines and different streams of work. The business was still family-run, with one of the three directors also …
Rectify and Expand Simpro to ERP Integration
Objective Our Construction-industry client had a pre-existing integration built between Simpro and their ERP system. This integration had been built by their ERP vendor for them and was reliant on having IBM middleware in place, hosted by their ERP vendor. We had been involved in the original work to develop process and data translation for the integration and at the …
M&A ERP Harmonisation
Objective Our client, a vertically integrated telecommunications provider operating in Australia and New Zealand, had committed to its shareholders to streamline internal systems. We had completed an initial strategy document for them, that was then used to select the ERP to be used across the business. We were engaged to assist them with the rollout, working with the vendor as …
Bespoke Client Asset Repair Software
Objective Our client specialises in repairs of customer owned, mobile assets and equipment, predominantly from within the Mining industry. Over time, they had developed some specific internal and external processes that had become critical to meeting customer requirements, but were managing these requirements in Excel. They searched for an “off the shelf” software package that covered these industry-specific requirements, but …
eCommerce ERP Integration
Objective Our client, an ANZ business specialising in lifting and materials handing equipment, realised they need a B2B sales platform in order to better manage their customer needs. They initially embarked on a review of out-of-the-box eCommerce platforms, pre-built to work with their internal ERP. This process occurred in conjunction with their ERP vendor, however, their ERP vendor struggled to …
Database Cleanse and ERP Upgrade Management
Objective An ANZ business specialising in lifting and materials handling equipment suspected they were ineffectively running their chosen ERP. They couldn’t produce adequate Operational or Financial reports from the system. Users were regularly generating system errors. The ERP software was not actively working for the business. It had become a meaningless peripheral system that staff used simply because they had …
Concur Expense Management Integration
Objective Our client decided to implement the Concur Expense Management system. They wanted to integrate the software to their Enterprise Management software. This meant that they wanted to automate the dynamic selection lists in Concur, as well as send the approved expense claims and corporate credit card reconciliations for payment into the ERP. They engaged us to design and build …
Redevelopment of Business Critical ERP Customisations
Objective A National Transport business had been stuck on a very old legacy version of their ERP software. A change (or two) in ownership had meant that it had been impossible to get budget to upgrade to a more current version. Unfortunately, there were ongoing issues with badly designed legacy customisations, along with an outdated database infrastructure. They also had …
Integration of Corrigo with ERP / Service software
Objective Our client needed to seamlessly integrate the Corrigo Facilities Management Platform with their internal ERP and Service software. They were a National provider of HVAC, fire and bundled MFEP Maintenance and Essential Services. The integration had to encompass accurate data management between systems, so that the client-internal software received required inputs for user processes. It also had to include …
Development of ERP to Field Service Software Integration
Objective A National Field Service business decided to implement an industry-specific service software solution, as a complement to their current company-wide ERP system. In particular, the service system needed to provide the capability for Field Service Mobility. The new system would provide the service front end, while the ERP would provide the financial and reporting back end. The business Senior …
Implementation of Mining Project Process Controls
We Objective A specialist manufacturer of key mining equipment realised they needed a more competitive approach in a tightening market. A large business change project was initiated. As part of this project, the business decided to review current operational systems processes and financial processes. Their aim? To optimise current ERP and provide more control over their mining projects. They engaged …
National Service Business Process Alignment
Objective A large National service business with multiple locations ran each office as though they were a distinct business. A shift in strategy determined that these locations had to change to operate as one consistent, consolidated group. They engaged us to assist them with reviewing and collating their current processes, as well as then developing a unified Future State. Solution …
Bespoke Business Software Design
Objective An insurance-affiliated Building Services company had outgrown existing systems and wanted to extend current back office processes into the field. The highly specific industry requirements meant that bespoke design was required. They engaged us to help them document their solutions requirements, as well as determine best options for their Field Service Strategy. Solution Delivery We defined and documented current …
HVAC Services Business Merger
Objective A multi-national Construction and Services publicly listed entity needed to amalgamate four distinct Facilities Management operations into a single business unit. This involved physical relocation of two of the businesses, as well as operational and financial process discovery, documentation and re-engineering. Our brief was to successfully bring all the operations together into one business unit in a three month …