Resource type: Case study

Delve and Nankervis

Delve and Nankervis going digital
“We felt it was the right time to update to a field management system to collect, record and store all information in a more efficient and productive manner. “

Support from Superfast Business Cornwall has allowed a family-owned company to bring its business into the digital age.

Electrical contractors Delve and Nankervis are based in St Ives and have been in business since 1959.

The Opportunity

The company has been using the same, manual paper-based way of recording projects since it was founded.  Company secretary, Natasha Gunn, said:

“I came across Superfast Business Cornwall’s website and saw they were running a seminar that I asked to be part of. It was there that I spoke with a Digital Business Adviser about what was available to us.”

The Solution – Cloud-based Field Management Software

Now, thanks to support and funding from Superfast Business Cornwall, the business is implementing a cloud-based Field Management Software which includes a CRM (customer relationship management) system that can be used in the office or on the road.

“Delve and Nankervis have been working with their paper based process for a long time. We felt it was the right time to update to a field management system to collect, record and store all information in a more efficient and productive manner. From my own experience, I have used various field management systems in other businesses and could see the potential value of implementing one here.”

Superfast Business Cornwall Digital Business Enabler, Mike Robertson, spent time with the company helping to put together proposals and research potential field management packages, and supported them for several weeks to meet project milestones.

Director, Liam Nankervis:

“We are in the process of implementing the system at the moment. We are already using it and just ironing out a few glitches. 

It’s been a bit of learning curve for us as we have worked with a paper-based system for so long but Superfast Business Cornwall have been a great help. It’s a big change, as due to the nature of our company there was a lot of information to input into the system before we started using it, which is constantly being updated, so it’s an ongoing process.”

As part of the move to the field management system all members of staff also received an iPad, meaning they can log into the system remotely. Colleagues can log labour hours, job materials, testing results and ensure that they have sign off from the customer.

The Impact for Delve and Nankervis

Natasha said:

“It gives us, and our customers, more visibility. Our electricians can simply log into their iPad and access their work load for the day. It’s a really great job management tool. 

The field management system will allow us to reduce admin time and increase productivity because jobs can be scheduled in more efficiently, saving time which ultimately means more opportunity to grow as a business. Less time at the office, means more time on site with the customer which is really important to us.”

The system also has the functionality to allow customers to access it, monitoring the progress and completion of their work and accessing testing certificates. One of the company’s bigger clients is a residential lettings agency and this tool will be particularly useful to them.

Liam took over the business from his father in 2000 along with fellow director, Ian Rule. This cloud-based solution will allow the business to expand its reach nationally. Liam concluded:

“Mike at Superfast Business Cornwall was instrumental in providing support throughout the whole process…he really understood the business and our requirements. I don’t think that we would have undertaken this project and switched to a cloud-based system without the help of Superfast Business Cornwall.”

Interested in growing your business using cloud-based softare and a CRM?

What is CRM and how can it benefit my business?

Today’s Customer Relationship Management (CRM) systems can trace their heritage back to the days of paper-based filing and the famous Rolodex system. In essence your CRM system is a database that contains detailed information about each of your business’s customers. A CRM could help your business better manage all the interactions and relationships it has with established and potential customers. CRM enables your business to potentially bring all the threads that make up your business into one platform that everyone can access. 

What is cloud-based software and how can it benefit my business?

Cloud computing is essentially pay-as-you-go IT, online and on demand. It involves accessing IT resources (such as applications and storage) over the internet rather than having them on your own PC or network. 

Field Management Software deliver a wealth of tasks for businesses, including; scheduling work, tracking employee activities, vehicle tracing, monitoring and upholding good HSE practices and integrating these tasks with your back-office systems. The main benefits include reducing costs and boosting productivity.

Further resources : Informative, free-to-access, online guides and more

Harness digital technology for business growth

visit : www.sfbcornwall.co.uk/Knowledge-Bank

Created for small to medium sized businesses based in Cornwall and the Isles of Scilly, this practical bank of information contains free to access in-depth guides, top tips, case studies, videos, blogs and more. The content is impartial and written in plain English.

The benefits of adopting digital technology

   

Funded by ERDF, Superfast Business Cornwall provides a fully funded programme of support to help businesses understand, adopt and exploit digital technology for growth. Delivered by a small team of experienced Digital Business Advisers, the service offers 1-2-1 impartial advice, website reviews, workshops for small groups and advice on connectivity to Superfast Broadband. Grant funding may also be available for new digital projects which help businesses grow and create jobs.

 

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