Bringing people and systems together

About

This company builds, maintains, and services both manufactured and custom-made engineering products. These products include heat exchangers, pressure vessels and towers, API tanks, as well as having an on-site machine shop dedicated to bringing top quality workmanship to shop fabrication, field installation and repair. Expertise with material blueprint design, material handling, welding and an intensive quality control system made this fast-growing company in high demand in the southwest.

Quote

"I cannot say enough about the hard work, ingenuity, and personalized attention we received from the Quandary team. We had previously worked with another QB partner. The difference between the previous partner and Quandary was like night and day. Quandary worked hard to develop a comprehensive database for our business operations. We had a skeleton idea of what we wanted. Quandary helped us plan and develop a system that was much more thorough and customized than what we thought was possible. The best part about working with Quandary is the team of people they have working for them. Not only did they help build an excellent database, but also made it a really enjoyable process. They managed to integrate all of our workflow processes and took each obstacle we presented as an engaging challenge to work through together. I cannot overstate how pleased I am to have chosen Quandary as a partner in this project and look forward to continuing to work with them in the future. If you are trying to choose between partners, I highly recommend you reach out to Quandary. -Daniel"

Problem

They needed a better system to keep track of their Quotes, Customers, Jobs Processes, Shipping, and Invoicing. Their previous system was not scalable and was quickly becoming unmanageable with the amount of business they were receiving. Consisting of several different parts, managed by several different people, all on separate systems, it was causing an increasing time rift between when jobs were quoted, assigned, built, and delivered. They needed a custom solution that would follow their ideal workflows and grow with their business.

Bringing people and systems together

Using Quandary Consulting Group’s (QCG) business process expertise and workflow processes, we were able to create a system that would house all of their detailed information and multi-step processes under one roof utilizing Quick Base. Once a job was Quoted, QCG’s new system allowed for a much smoother transition between all the people involved in getting the job started. We integrated their emails, their Blueprint Design and Quality Control, to create a smoother and more rapid process. From initial Quote negotiation to final Invoicing, QCG was able to help this widely requested company get their products and services to their customers in a much timelier fashion than they ever thought possible with one system.

Results

  • All information was aggregated in one place
  • Workflow time from the first step to the last reduced by 30%
  • Employees needing to go to only one place to enter data
  • Duplicate data entry eliminated

Our Latest Projects

Copyright ©2020 - Quandary Consulting Group