OpSpace is Bristol’s premier office fit-out company. As the company was experiencing rapid growth they realised the old manual methods were simply not up to it. To address this problem we deployed Rakata CRM. This now allows Surveyor to create Surveys on Andriod Tablet and send instantly as a PDF to customer. From the survey, they can create a JOB and manage all the job information from one screen. They can also manage all contractors and ensure they have agreed to any specific site conditions before being allowed on site. All staff can access any information from any location with any modern device.

Problem:  Unitary Engineering Services is a dynamic and growing engineering company that services thousands of customers over southwest England & Wales. They had been using an established Job Management tool for a number of years. However, over time the quality of service had started to degrade, paid-for developments and enhancements didn't arrive or work as expected once they did and as the business was growing new functionality was needed to meet the needs of UES and this simply wasn't available or likely to be in the future.

Solution: UES engaged with Rakata to deploy our SuiteCRM Job Management platform. We were able to meet all of their existing functionality whilst providing the enhancements and improvements they required. Now 20 engineers have a dedicated UES Andriod App on their tablets managing their complete day-to-day life. Management can now run accurate timesheet reports specific to their unique employee agreements. The CRM includes full vehicle tracking, full worksheet management including bespoke worksheets for the business as well as standard CP6, CP12 CD11 etc and others. The surveyors have full integration with their office 365 diaries and finally, the management reports actually meet the needs of the business rather than what the system can generate.

Problem: HM Bristol provides largescale temporary electrics to construction sites often operating over many months or even years. The problem occurs in the management of the job and the invoicing. HM Bristol might provide a quote for temporary electrics over 24 months but many of these electrical requirements might not be required for months. For example, if a 24-month deal was signed in April there might be a requirement to provide temporary lights for the dark winter months but these would not be required until October and then removed in April the following year. Therefore invoicing these specific lights at the right time against the quote is tricky. Questions such as "what have we quoted for?" and "what have we actually delivered yet?" then followed by "have we actually invoiced for that part yet?" were often heard. HM Bristol had tried in the past to deploy an application solution to meet this need but this turned out to be hugely tricky to configure and the application was so complex they needed an application expert just to manage it. That was abandoned and they returned to the tried and trusted way of expert employees who could run it manually!!!

Solution: We quickly realised that the only way this solution would work would be to take a Rakata CRM instance and map HM Bristol's exact business process to the CRM functionality. No compromises or shortcuts. The result is a solution built exactly to their needs. They can now quote for a specific set of items and then deploy quantities of these over time. Employees can then quickly identify how many items were quoted for, how many have been deployed and how many are outstanding. They can also see who deployed, where and when. The systems also handle variation orders and extras so there is no discrepancy between the original contract and subsequent modifications.