Bailiwick – Professionally managed IT solutions designed to guide and simplify your complex world. Bailiwick completes 40,000-plus annual equipment installation events. To handle that kind of volume and maintain the customer service levels, their project, event, and vendor management groups need to execute flawlessly. They will not only install equipment but provide 24×7 ongoing technical and field service support.
Over the years Bailiwick had put together a sophisticated business management system using CRM, Microsoft SharePoint, and Sage 2013 for the project and financial management. It was a great environment, but it still required manual re-keying of duplicate information. To be that Indispensable IT provider to customers, meant Bailiwick was going to need that next level of business systems integration.
The first thing they did was call on Fieldpoint to install new project management and field service software. Bailiwick also needed it integrated to their Sage 2013 financial system. “By installing Fieldpoint field service software and integrated financials, we are now able for the first time to see a high-level picture of our business across all our projects, and drill down to the task level details,” says Missy Carbonneau, Vice President of IT.
For new engagements, the project management group can now upload an electronic file containing the customer sites into Fieldpoint software. The system then automatically creates field work orders for each customer location. From there project managers can generate requisitions for equipment required that is automatically converted to purchase orders in the Sage 2013 system without re-keying. “Alert allows us to aggregate repeatable tasks, creating a highly scalable business model”, says Missy Carbonneau.
At the same time, the event management group can review all the Fieldpoint generated site work orders, assign and dispatch the right resources with the right skills, price, and territory so jobs are delivered on time. “The flexibility of the Alert platform and the knowledgeable Fieldpoint team helped us combine our processes and their technology to suit our unique business model,” says Ms. Carbonneau.
After the customer’s scope of work is completed, Fieldpoint customer billing and paying vendors flows directly in Sage 2013 financials driving down administration costs and expediting financial reporting. “Alert has made it possible for us to scale our business, allowing us to handle greater volume with the same number of internal resources,” says Missy Carbonneau.
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