How we use Simpro and Excel to optimize the schedule
Problem:
Dara Switchboards, located in Mulgrave, Melbourne, faced challenges with job scheduling, impacting cash flow and customer satisfaction. COVID-related disruptions in parts availability worsened these issues.
Approach:
We gathered data from their ERP and accounting systems to create a transparent scheduling system. We set up live Excel sheets and interactive dashboards that project managers could access for real-time updates.
Technology:
We utilized their existing ERP and accounting systems, integrated with user-friendly Excel sheets and dashboards to make data easily accessible and actionable.
Solution:
We developed a dynamic scheduling system that optimized job assignments and improved cash flow. The system allowed for quick adjustments based on real-time data, ensuring efficient operations even during disruptions.
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Outcome:
The project resulted in smoother operations, improved cash flow management, and higher customer satisfaction. The client experienced one of their most efficient months following the implementation.