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. The Asia Pacific marketing department team selected a CRM package to be used by Sales staff across the business. This CRM package was not affiliated with their ERP software and there was no OOTB integration. It was quickly identified that creating and maintaining two separate …
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 …
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 …
ERP Server Changeover Assistance
Objective Our client, an international multi-technical Services businesses, had been running their primary ERP on a server that had reached end of life several years prior. Various attempts had been made to initiate a server replacement project, over several years, but had never eventuated. Each time the idea was broached, internal IT staff became very nervous about the effort and …
Project and Change Management – Netsuite Professional Services
Objective Our client, an engineering consultancy, had recently selected a new billing and project management software system – Netsuite. The new software was to replace an unsuccessfully implemented replacement for an old, home-grown projects system. While the original system was unstable, it had been universally loved by the directors and staff, while the interim replacement was universally hated. Additionally, the …
Software Implementation Program Management
Objective Our client, an engineering, building and construction company, was in the process of rolling out a new ERP system and had encountered many challenges with the project. The business roll-out included nineteen reporting legal entities, covering a very diverse range of businesses and required functionality across end to end building and construction. The internal PM had struggled with the …
Professional Services Business Software Selection
Objective An engineering consultancy had recently unsuccessfully moved from an unstable, home-grown projects systems to a web-based replacement. Both the legacy software and the new software were unworkable for the business, causing severe roadblocks with billing and project management. We were engaged to assist the business with identifying key processes and requirements, then going to market to identify the most …
Facilitation of ERP Software Selection in a Multi-System Environment
Objective Our client, a market leading provider of critical maintenance services to the oil and gas sector in Australia, New Zealand and the Middle East, recognised the business risk their internally developed operational and financial systems posed. After a Big Four consultancy market review was delivered, we were engaged to present options for implementing a yet to be selected, market …
Project Management of ERP Upgrade
Objective Our client, a National Mechanical services provider, was keen to upgrade their whole-of-business ERP software to the most current release. They run a lean internal IT team, so knew that internally resourcing the project would be impossible. Additionally, due to the size of the business and the range of the functionality, a detailed testing regime would need to be …
Integration of Corrigo with ERP / Service software
Objective A national provider of HVAC, fire and bundled MFEP Maintenance and Essential Services required the ability to seamlessly integrate the Corrigo Facilities Management Platform with their internal ERP and Service software. The integration had to encompass accurate data management between systems, ensuring the client-internal software received required inputs for user processes; and cover Customer Contract specific needs. Solution Delivery …
Development of ERP to Field Service Software Integration
Objective A national 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 would 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. Management realised that in order …
Implementation of Project Controls Processes
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 and as part of this, the business decided to review current operational systems processes and financial processes, with the aim to optimise current ERP and provide more control over their mining projects Solution Delivery …
Enhanced Service Business KPI Reporting
Objective A national service business required a key report to be developed in order to provide Service Contract KPI data to a major customer. Their ERP vendor was capable of delivery, but both parties were having some issues communicating and understanding the needs and business drivers. The customer had been unable to initiate a confirmed engagement. We were engaged to …
Optimising ERP to streamline business process
Objective The business owners had acquired their business upon exit from a larger, multi-national, entity and had inherited an ERP configured for a more complex environment. The owners were seeking to remove complexity, unnecessary customisations and system restrictions that were causing process roadblocks. It was also seen as an opportunity to improve the system efficiency and make use of functionality …
Software and Hardware Upgrade for Multi-National
Objective A software version upgrade was required for the ERP system of a 2000 user Australian-based multi-national. Due to the age of the incumbent server, a hardware upgrade was also required, which included a change to the underlying database structure. Solution Delivery The hardware and software upgrade had to occur simultaneously across nine countries. A complete operating system change was …
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