适用行业
- 金融与保险
用例
- 库存管理
- 资产跟踪
关于客户
Activ8 是一家专门提供集成电气、空调和安全的智能解决方案的承包公司。该公司由肖恩·罗伯逊 (Shane Robertson) 创立,他在拥有和经营自己的贸易业务方面拥有九年的经验。 Activ8 开始时规模很小,Shane 在他岳母的车库里工作,并使用基于 Excel 的电子表格来跟踪他的所有工作。然而,多年来该公司发展迅速,已有 15 名商人在奥克兰各地工作。尽管最初面临工作管理和文书工作方面的挑战,Activ8 已成功简化其运营,现在已为进一步增长做好了准备。
挑战
Activ8 是一家专注于集成电气、空调和安全的智能解决方案的承包公司,由 Shane Robertson 在他岳母的车库里创立。最初,Shane 使用基于 Excel 的电子表格来跟踪他的所有工作,他将这个系统描述为“农业且非常有机”。然而,随着公司的发展,管理文书工作变得越来越困难,尤其是在奥克兰各地工作的 15 名商人的情况下。 Shane 最初选择的工作管理解决方案不可靠、不用户友好,并引起了他的商人的大量投诉。该公司正在努力跟踪必要的文书工作以及时开具发票,这造成了极大的挫败感。
解决方案
Shane 在一次会计研讨会上认识了 Fergus,这是一款工作管理软件。 Shane 对所见所闻印象深刻,决定改用 Fergus,这一决定在过去五年中显着改善了 Activ8 的运营。从现场工作人员到管理员和经理,Fergus 已成为 Activ8 业务不可或缺的一部分。它与他们的会计软件 (MYOB) 无缝集成,从而提高了发票周转率。该软件使团队能够轻松跟踪他们的进度并了解公司内部发生的事情。虽然 Shane 承认很难确定他们在 Fergus 中使用最多的功能,但他确认他们会尽可能多地利用这些功能来满足他们的业务需求。
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