They had taken on strategic work in other areas, but still had to run operations through the E xcel spreadsheet in Sydney, creating a 3-step process just to access the relevant data in other locations. Scalability of Processes: Planet Plumbing’s systems were struggling to scale to the geographical expansion they were undertaking. This was frustrating for both executives, who saw it as wasted time, and the bidding and estimating teams that were unnecessarily wait ing for task-critical data to be made available. E xecutives became responsible for manually filtering and reporting information to those who needed it. Furthermore, any minor slip-ups in data entry had the potential to skew the whole spreadsheet and impact important business decisions.ĭata Visibility: All the data was there in Excel, but not all of it was relevant or appropriate to share with the entire business. Recording estimat es back into the spreadsheet was taking a l most as long as the estimations themselves. This ended up costing more time and energy than initially expected, and countered the costs saved on using a basic solution. Managing Data: All bidding and estimating data were recorded in one Excel spreadsheet. Planet Plumbing came to Carnac Group with 3 key pain points that they wanted to address by implementing Salesforce : Likewise, using Office 365 for task assignment became a major limitation as more employees joined. And it became impossible to keep up to date. From tender and bi d management to estimates and reports, the entire history of Planet Plumbing was stored in this all-seeing spreadsheet. As Planet Plumbing expanded to become Planet Group of Companies, they began to outgrow the huge Excel spreadsheet managing all their sales data.
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