Nico Gaisman, MD of Metro Mechanical Services (now trading as Metcor), the nationwide commercial environmental services specialist, explains how their timely investment in Digital Transformation was not only critical to managing its field service operation through the crisis but also how it will be the secret to improved efficiency in a post-COVID world.
Recognising that our choice of service management technology was critical for our next phase of growth, we carried out a comprehensive review of the field service software solutions market. Having analysed dozens of options, we shortlisted three.
We went live on schedule in February 2020, just before the first lockdown. The benefits of this Digital Transformation were immediate. Now we have a modern radar system which gives us pinpoint visibility and control of our business.
Without Aeromark, operating through COVID would have been like steering a ship through a storm wearing a blindfold.
We can manage work scheduling remotely, we are able to see which engineers are available, the skillsets or accreditations required for each job, and what anyone is working on at any given time. We can view groups of jobs by client or site and can analyse performance at every level.
Automation of back-office tasks and the insight the system provided enabled us to make key decisions about restructuring, achieving a 15% gain in operational efficiency. We expect this to increase further with ongoing optimisation.
It streamlined and automated the processes for creating digital site surveys, quotations, risk assessments, job reports, and compliance certificates.
For example, when engineers collect waste, our system creates an accurate register, along with the required documents for compliance with waste management legislation. These are sent to the engineer who, in the event his vehicle is stopped, has the digital proof of what is on board.
We now manage our jobs in a continuous seamless workflow with each next task prompted and recorded by the system. This data is automatically compiled into the final job report which drives our billing process.
In a world where transparency, data and reporting are of ever-greater importance to property managers, our client job report is a key service deliverable and USP Providing a highly visual and detailed record of work gives customers additional confidence and trust in Metro Mechanical’s quality of service.
At the commercial end of the process, compiling information, especially on complex multi-week projects, was extremely time-consuming and administration heavy, causing significant delays in invoicing. Now, an automatically compiled digital summary of billable details, captured as a job progresses, enables invoices to be approved and issued immediately. This has led to a 33% billing efficiency improvement, increased accuracy, and improved cashflow – key drivers when we set out to modernise our systems.
Of course, a system is only as good as its users. Operational and technological transformation must be embraced by an innovation culture. Fortunately, our engineers, the core of our business, have been highly engaged, enthusiastically adopting the new technology. They quickly recognised the benefit of improved efficiency in the field, and the new job reports have given them increased pride in the output of their work.
COVID has forced every business to take stock and re-evaluate their operations. The winners will be those that can adapt and innovate in the context of a changing, uncertain world. While small and medium-sized businesses can excel as dedicated, specialist service-providers, our experience in 2020 has taught us that Digital Transformation is no longer an option: it should be at the centre of any strategy that aims at productivity and future growth.