The Challenge
Business process automation and integration proved tricky for Calgary based construction firm, Concrete Experts. They faced significant operational challenges with connecting various well known SaaS software offerings, which hindered their ability to service customers and contracts effectively as the business expanded from residential to commercial client engagements.
Disconnects between Estimate Rocket, Jobber, and QuickBooks created numerous process inefficiencies across estimating, job scheduling, and field service management. Data synchronization was a constant headache, reducing the ability of the team at Concrete Experts to manage accounts, customer relationship details and critical project information.
The Solution
365 Digital Consulting, a Crayon channel partner based in Australia proposed an integrated, scalable work order management solution built on Microsoft Office 365 and Power Platform.
The full solution would feature SharePoint for document management, Power Apps for mobile access, and Power Automate for automated workflows. Integration with QuickBooks and other essential APIs would ensure seamless data flow and real-time synchronization, addressing previous data entry and system integration challenges.
The Results
Key features of the implemented solution included a custom mobile application for field staff, automated notification systems, and robust scheduling tools using Kendo UI and Calendar APIs. This comprehensive approach improved operational efficiency, enhanced customer responsiveness and reduced administrative burdens.
Within 12 weeks, the initial phase of implementation demonstrated tangible benefits. Concrete Experts reported significant time savings, estimated at USD $30,000-$40,000 annually, through reduced manual processes and improved system efficiencies. Find out more in the full case study!
Get all the details on the business value created by 365 Digital Consulting’s technical solution and approach, in the full case study.
