Group of EBC, a prominent building consultancy firm with a nationwide presence in Australia, embarked on a transformative journey to enhance its operational efficiency and client service delivery.
Faced with the challenges of manual business processes relying on Excel sheets and Word documentation, EBC sought innovative solutions to streamline its operations and elevate its industry standing.
In a nutshell 💡:
We checked out more than a million email marketing campaigns from the US, UK, Australia, and Canada. Here’s the lowdown:
- What’s the popular day for hitting the send button?
      Most email marketers like for Tuesday, Wednesday, and Thursday.
   2. Which day gets the most people opening their emails?
      Thursday wins the prize for the highest open rate, with Monday not far behind.
   3. When during the day do people open emails the most?
      The hot times are between 9AM-12PM, and another spike between 12PM-3PM.
Challenges That They Have Faced Before...
The crux of EBC’s challenges lay in the complexity of managing building audits, annual and bi-annual inspections, essential service maintenance jobs, and extra quoted work. The manual nature of their processes, involving numerous Excel sheets, hindered productivity, making it difficult to maintain accuracy and stay abreast of critical information. Adding to the complexities, EBC Group faced a daunting challenge in managing jobs. The existing process involved maintaining a manual Excel sheet for job management, requiring someone to create a new job sheet every month.
Auditors, in turn, had to rely on printed hard copies to review and keep track of their assigned jobs. This antiquated method not only consumed valuable time in manual data entry but also introduced the risk of errors and miscommunication, further exacerbating the operational inefficiencies within the organization.
Solutions That We Provide For Them...
Quickview Portal
To address these challenges comprehensively, EBC embraced the digital transformation journey by introducing the Quickview Portal, a bespoke Customer Relationship Management (CRM) system. This dynamic platform not only centralized client and building management but also introduced efficient task tracking. The Quickview dashboards became the cornerstone, offering a unified view of information, and eliminating the cumbersome need to navigate through multiple Excel sheets.
Streamlining Audits:
Recognizing the need for efficiency in auditing processes, a template-based, partially automated system was implemented. Auditors could now update statuses, attach images, and input notes effortlessly. The automation of recurring aspects allowed EBC to refocus on their core responsibilities, reducing the time spent on manual data entry and spreadsheet management.
Mobile Application for Audits:
Initial testing revealed challenges in locations with unreliable internet connections. In response, a mobile application was developed to facilitate offline audits. Auditors could download templates in advance, ensuring uninterrupted operations regardless of internet access, thus addressing a crucial constraint.
Proposal Management Enhancement:
EBC aimed to improve the client proposal process, leading to the integration of proposal management into the Quickview Portal. This enhancement streamlined the creation and distribution of proposals, reducing the time and effort involved. Clients could now review and approve proposals with a simple click, enhancing the overall client experience.
Xero Integration for Invoicing:
Despite successfully managing most operations through Quickview, EBC encountered a challenge in handling invoices separately through Xero, resulting in duplicated work for their accountants. The solution came in the form of an integration between Xero and the Quickview Portal. This integration empowered accountants to create invoices in Xero seamlessly with just one click from the Quickview Portal.
Quickview Job Management...
Streamlined Job Management in Quickview 💡
Recognizing the inefficiencies in their existing job management processes, EBC Group implemented a strategic solution within the Quickview Portal. This solution aimed to revolutionize how jobs were created, assigned, and tracked, eliminating the need for manual Excel sheets and printed hard copies.
The Quickview Job Management System automated the creation of jobs, providing a centralized platform where managers could effortlessly assign tasks to auditors. This dynamic system allowed for real-time visibility into the current status of each job. With clear indicators and allocated due dates, managers and auditors could easily prioritize tasks, ensuring a more efficient workflow.
The key features of the Quickview Job Management System included:
1. Automated Job Creation Jobs were generated automatically within the Quickview Portal, eliminating the need for monthly manual data entry. |
2. Efficient Assignment Managers could assign jobs to auditors seamlessly through the Quickview interface, ensuring clear communication and accountability. |
3. Real-time Job Status The system displayed the current state of each job in real time, providing instant visibility into progress and potential bottlenecks. |
4. Prioritization with Due Dates Allocated due dates allowed for effective prioritization of tasks, enabling auditors to focus on high-priority jobs and meet deadlines efficiently. |
5. Enhanced Collaboration The centralized nature of the system facilitated better collaboration among team members, reducing the reliance on printed hard copies and improving overall communication. |
By integrating this comprehensive Job Management System into the Quickview Portal, EBC Group successfully addressed the challenges associated with manual job tracking. The result was a more streamlined and effective process, empowering auditors and managers alike to enhance productivity and deliver timely, high-quality services to their clients.
Results...
EBC’s Achievements with the digital transform 
EBC’s digital transformation yielded remarkable results. The Quickview Portal became the linchpin of their operations, facilitating real-time collaboration, enhancing data accuracy, and significantly reducing time spent on administrative tasks. The streamlined audit processes, coupled with the mobile application, enabled EBC to operate seamlessly across diverse locations.
The integration of proposal management and the Xero invoicing system further exemplified EBC’s commitment to efficiency, client satisfaction, and staying ahead in the competitive landscape. The case of EBC Group showcases how a strategic digital transformation initiative can revolutionize a traditional industry, positioning the firm as a leader in building consultancy services across Australia.