Case Study - South Island Electrical

Objectives

South Island Electrical, operating across Canterbury and the Chatham Islands, sought to modernize their business processes. With increasing job demands, they recognized the need for a more efficient system that could streamline their operations, improve job management, and support future growth.

Challenges

Prior to adopting Simpro, South Island Electrical faced a few key operational challenges:

• Paper-Based Systems: Their existing systems required manual tracking, which slowed down internal processes.

• Quoting Process: The company’s quoting method, while functional, was time-consuming and could benefit from more efficiency.

• Data Management: South Island Electrical was looking to move away from legacy systems to improve billing and record-keeping.

• Health & Safety Compliance: Ensuring seamless documentation of safety protocols was becoming more essential with growing business demands.

• Time Management: Manual processes were taking up valuable time that could be used elsewhere.

Solutions

What started as a casual coffee shop conversation led to the decision to implement Simpro, with e2e working closely alongside Luke, their Operations Manager, to ensure a smooth transition. The main actions taken included:

• Data Migration: Customer and supplier data was cleansed and imported into Simpro, ensuring a smooth transition.

• Customised Training: Onsite sessions provided training that was specifically tailored to South Island Electrical’s workflow.

• Health & Safety Integration: Site-specific health and safety checks were integrated directly into Simpro, making compliance easier.

• Quoting System Overhaul: The quoting process was digitized, replacing manual methods with a streamlined, automated approach.

Benefits

Since implementing Simpro, South Island Electrical has experienced:

• Time Savings: Automation of timesheets and invoices reduced time spent on manual tasks and paperwork.

• Improved Stock Management: Enhanced visibility and allocation of materials have optimized their operations.

• Streamlined Operations: The management of quotes, jobs, and invoicing is now centralized, resulting in fewer errors and more efficiency.

• Enhanced Compliance: Health and safety checks are now simplified and integrated into daily operations, ensuring greater accountability.

• Increased Cash Flow: The ability to approve customer invoices remotely has sped up processes, easing the pressure during end-of-month invoicing.

Conclusion

Simpro has helped South Island Electrical overcome key operational hurdles and improved their overall efficiency. This transformation was made possible through e2e’s commitment to providing tailored solutions and working closely with the team.

“The biggest win has been that I can approve the customer invoices before they go out and I can do that from anywhere, saving hours each month and improving cash flow.”

Damon - Part-Owner of South Island Electrical

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