Many companies work with highly complex spreadsheets and are reliant upon Microsoft Excel to run their business. With staff often having to re-type information, difficulty in comprehending the latest version of information and not having a single view of a job or client makes business processes more complicated… does this all sound familiar?
Whilst we use and love Excel, we don't see it as a great tool for managing lots of contact data. There is an easier way. Here we look at a scenario for the construction industry, although this could apply to any ‘job-management’ process. Specifically we cover asbestos removal as Objective has a long track record of developing software and databases for Asbestos companies in Essex and throughout the UK.
A SQL database can be created to store, manage and generate quotations, jobs and invoices – to streamline your business processes and eradicate the use of Excel spreadsheets. Simple workflow processes can be implemented and bespoke modules developed to create quick reports and key performance indicator (KPI) dashboards.
- Improved Productivity and Management Information – Client, suppliers, and staff details can be stored in the database and can be pulled through to documents. Information from a quote would get transferred to a job, saving time adding in data twice.
- Document Generation – Quotes, Plan of Works, and Invoices could all be generated from the system, creating an audit log and improving staff productivity.
- Search and filters – Create your own view of data. Search by Client or filter by Work Type, Client, or Status for example.
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Examples of Bespoke Modules
Information such as enquiry date, quotation date, possibility, profit margin and the estimate price could all be stored within a Quote module. This would allow you to evaluate quotes, check conversion rates and report on KPIs in real time.
Within a Job, information such as operatives, personal monitoring results, sub-contractors, individual costing for each scope of work item and the status of the job (e.g. Order Placed, Job Complete, Invoice Paid) can be viewed and edited.