Implementing Workflow Systems

A small construction business previously had been tracking all the project inquiries and bids via email and dropbox files and wanted to implement systems to streamline this process and make sure everything with captured

The vision was to have a platform so that everything was in one place and they could easily track what projects had been actioned, where they were at in the tender process, dates bids were due and if they had been won or lost. The goal was to increase the % bids sent vs tenders received by 30%

We first had a quick phone call to discuss what the client envisioned for this software and what areas were the most crucial for their business, it was also important to understand the client's budget, these two factors were key to tailoring the software to suit.

Based on the client's feedback the most crucial item was that it was easy to use without training, so we had to get the balance right between features and a clunky user interface.

The second item was that it needed to be at a project level rather than a 'task' level so they could track projects without going into too much detail about the day-to-day of running the business.

I carried out market research and found that a construction targeted software was what was required, the best platform to suit their requirements and budget was Knowify. To get the process started I created a trial suite for their company with a couple of active projects set up so they could take a look around without having to carry out any administration work.

The client implemented Knowify and has since using the platform they have increased the % bids sent vs tenders received by 50%.

"After taking a look around Knowify I honestly go so excited as it is perfectly suited to our needs and I could instantly tell it was going to work really well for us"