Case Study
Cad Facilities
The Company
Cad Facilities is an electrical safety testing company based in London. They conduct on-site portable appliance testing that require engineers to visit locations across the south east of the UK.
Website: cadfacilities.com
Project Type
- Business Process Workflow Automation
- Custom CRM
Results
20 hour reduction in weekly admin
17% increase in client retention
Errors reduced to 0%
Removed the need to hire for a role
The Project
Cad Facilities were looking to reduce the amount of time it took from completing an on-site job to issuing their client with completion certificates and invoices. The client was also seeking to reduce administrative tasks which were taking up a lot of their own time.
Field staff were required to submit spreadsheets containing test data. These were emailed to the head office. Then staff would count the number of items tested and note the difference between the number of items passed or failed. They would then manually create a certificate with results of the test. The total number of items listed in the spreadsheet would then be used to manually create an invoice, then all documents were emailed to the client.
When considering hiring for an administrative role, they found the tasks did not require a full time role, and that hiring a part-time role would add additional administrative tasks and costs.
Contributors
- AI Consultants London
What We Did
We conducted an audit on the clients business process and found many opportunities to speed up and automate their workflows.
No components of their workflow required conversational interactions or complicated tasks, hence AI was not required. Tasks could easily be automated with simple logic, this meant ongoing costs would be negligible.
We automated business processes by creating a custom application that centralised and secured client data, then automated administrative tasks to complete the job. This was all managed with a bespoke CRM system.
In total we removed over 8 manual steps, completely automating the work process from end to end.
Removed requirement for field staff to manually edit documents
Created a central point for field staff to submit documents instead of sending emails
Centralised storage of data on clients own secure servers avoiding 3rd party services
Customised CRM system & data management
Automated calculations based on data submitted by engineers
Automated creation of certificates
Automated creation of invoices
Automated delivery of documents direct to client
The Results
The benefits of the system AI Consultants London implemented were immediate. There were some unexpected benefits also with the client making effective use of our custom CRM system to remind customers to book their next visit, resulting in increased repeat bookings.
20 hour reduction of weekly admin tasks Errors reduced to 0% 17% increase in client retention due to CRM system Removed the need to hire for an admin role
Their AI Consultants saved me so much time and simplified our whole process. This is valuable in so many ways from freeing up my time to run my business and save me money.
The Service
From Strategy to Implementation
We design and deliver automation systems that integrate seamlessly into business operations. Our solutions are tailored, precise, and aligned with your organisation.
Workflow automation and system design AI implementation across core processes AI enablement and training in the workplace Internal AI tools and assistants
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