Background
The client is an Australian company specializing in architectural services and the sales of construction materials. They offer a comprehensive range of services, including project management, design consulting, and the supply of high-quality construction materials for both residential and commercial projects. Although the company was already using Bitrix24, integrated by another partner, they sought specialists to enhance the platform’s efficiency and provide long-term support.
Challenges
The client faced several significant challenges:
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Inefficient Business Processes: Multiple workflows required urgent rework to enhance lead and deal qualification, and existing processes were not effectively engaging business customers.
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Reporting Limitations: There was a pressing need to improve the reporting functionality of Bitrix24 to align with operational goals.
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Integration Issues: The initial integration by another partner resulted in various technical shortcomings that needed addressing to ensure optimal performance. Significant bottlenecks and flow errors within the current setup caused delays and inefficiencies in daily operations.
Solutions
Webbee was engaged to address these challenges effectively. The following actions were taken:
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Technical Assessments: Skilled technical engineers conducted thorough assessments to identify and resolve installation problems, establishing software reliability and enhancing server performance.
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Business Process Review: Business analysts reviewed the existing network of processes and collaborated closely with the client's team to eliminate bottlenecks and flow errors. They facilitated consultations to collect and refine requirements for reporting and other improvements.
Results
The client experienced significant improvements following their engagement with Webbee:
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Software Stability: The reworked installation resolved initial errors, effectively ending frustrations related to server shutdowns, user access issues, and inefficient system performance.
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Increased Efficiency and Software Satisfaction Rate: The business team reported heightened efficiency and satisfaction due to the elimination of poorly configured automation and business processes. Enhanced automation rules and lead distribution systems allowed teams to focus on customer needs rather than grappling with system inefficiencies.
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Strategic Insights: With the groundwork laid for complex analytical tools, the client was able to collect detailed KPIs and statistics on agent efficiency. Numerous custom reports were created and deployed, streamlining team management and facilitating operational improvements.
Interested in a business process review to optimize your operations? Contact us to see how we can help improve your workflows!