The challenge

After a comprehensive business process review, BDR’s Senior Management team recognized the need to tighten control over the Support staff, the Installations team and all other ‘moves and changes’ within their Contract and non-Contract client base.

The process

With the ultimate aim being to create an optimum paperless process and environment, BDR embraced the full workflow of Support Desk Pro from Quote to Order to Installation to Invoice which included paperless sign-off together with updates from field-based Engineers via a smartphone app.

By having a dedicated and disciplined Project Manager within the business and a structured and staged approach to the implementation, BDR have achieved their goal of a truly paperless system.

Ongoing benefits

Support Desk Pro now key to BDR’s operation providing the ability to record any initial contact from a prospective customer and the provision of a bespoke quotation through to the seamless conversion of any quote into an installation record. From there, the system provides a complete end to end tracking mechanism of all new installations (plus reactive and scheduled maintenance) including traceability of ownership.

Further development of the system has also allowed BDR to dramatically expand its operation without the need to increase staffing numbers as once they might. By fully utilising the feature rich system, BDR are enjoying the benefits of remote access management for their client base, serial number tracking of all Contract based equipment and production of accurate costing information ensuring that each job is profitable.