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. The original system was unstable, but it was universally loved by the directors and staff. The interim replacement was universally hated! Additionally, the cut-over to …
ERP Software Implementation Program Management
Objective Our client, an engineering, building and construction company, was in the process of rolling out a new ERP system. They’d encountered many challenges with the project. The business roll-out included nineteen reporting legal entities, covering a very diverse range of businesses. It required functionality across end to end building and construction. The internal PM had struggled with the process, …
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. This caused severe roadblocks with billing and project management. They engaged us to assist the business with identifying key processes and requirements, then going to market to identify the …
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, used internally developed operational and financial software. There were a lot of issues within the software and it had become a significant business risk. A Big Four consultancy provided them with a market review, but …
ERP Upgrade Project Management
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, they needed a detailed testing regime. They engaged …
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 …
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. They engaged us 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 …