[webcast] Five Reasons Project-Driven Firms Switch to Dynamics 365

I’ve been asked this question a hundred times in many different ways, but it all comes down to “Why should a project-driven company switch to Dynamics 365?”.  It sounds like a simple question, but the answer can be a little overwhelming.  Of course, that never stops me from venturing an answer.

How is it overwhelming? 

At the risk of sounding like a software sales guy (which I’m not), I’d have to say that the answer is dependent on who’s asking.  The overall value to a traditional professional services firm is different than other project-driven companies, like machinery manufacturers or specialty contractors.  Research companies, government contractors and communications providers all gain massive value in different ways, but all have one thing in common:  Their business success is directly tied to large projects.


A picture is worth a thousand words.

If a picture is worth a thousand words, then a 45-minute webcast should be more than enough to get the point across.  Join me on August 25th, 2017 at 11:00 a.m. EST and I’ll do my best to provide an answer to this question.  I’ll be….

  • Sharing the top five reasons we see project-driven companies switching to Dynamics 365.
  • Introducing you to the products our clients utilize to enhance Dynamics 365 for project-driven companies
  • Drilling into contracts management, project management, revenue recognition and other topics critical to project-driven companies.

Who should attend?

This webcast isn’t for everyone, but it will be of value to just about anyone interested in learning what modern business management systems look like for project-driven companies.   IT leadership, services directors, sales directors and certainly owners and executives will all benefit.

Does size matter?  Yes, but we will be outlining multiple options for large or global enterprise firms as well as SMB firms with less than 250 employees.  Although the implementations for each are distinctly different, the core value and challenges are quite similar.

If your company is planning to upgrade any of their core systems – like ERP, PSA, CRM or even office productivity, you may find that this event holds value.  If you want to know more about the value of “the cloud” or mobile access, then definitely join.

I hope to see you online.  Registration is easy, just click here to RSVP then login to join me on August 25th at 11:00 am Eastern.


Best regards,

Robbie Morrison
Chief Solution Strategist, SBS Group

About Robbie
Robbie Morrison has spent nearly 20 years helping customers build and deploy elegant technology and business solutions.  From start-ups to enterprise-class organizations worldwide, his knowledge of the Microsoft Dynamics ecosystem and products helps SBS Group customers maximize ROI on technology investRobbie-2017ments.

Today, Robbie serves SBS Group customers in his role as Chief Solution Strategist where he provides thought leadership and manages the development of B2B solutions.  Robbie received his MBA from the University of Georgia, Terry College of Business.

4 Challenges Elevator Service Companies Face

The Elevator Service industry has changed dramatically in the last few years. Field service departments are now focused on growth, using technology to increase revenue from maintenance and repair, eliminate fines, increase uptime, and provide better service to their customers.

Does your company face some of these challenges?

  1. Proposal Generation and Tracking – How much time and effort is needed to generate accurate proposals for jobs?
  2. Modernization Jobs – Do you know immediately when your mod jobs get off course in time to redirect the project?
  3. Mobile Applications – Are your staff wasting precious time by doing mundane paperwork? If you look at your office staff, they’re spending many hours a day taking reports from mechanics and typing them into the system. Is there duplication of work in your office process?
  4. Account Analysis – Just because your mechanics are working 40 hours, it doesn’t mean they’re productive during those 40 hours. What if you had visibility to your mechanic’s performance – in time to take remedial action?

SBS Group has a complete solution designed specifically for your growing elevator service company that can:

  • Complete proposal generation that keeps you from forgetting to enter that task or item that ends up costing you money
  • Automatically track DOB-required maintenance, inspection schedules or violation deadlines
  • Optimize your mechanic’s routes and performance
  • Free up field supervisors’ time to enable them to be on site to manage new construction and mod jobs
  • Electronically dispatch mechanics to service calls

For our next blog post, we will talk about how to save money and time when it comes to proposals and tracking them.

Transitioning Your Elevator Service From a Cost Center to a Profit Center: Field Mobile Service Apps

In our last post, “Transitioning Your Elevator Service From a Cost Center to a Profit Center”, we talked about the change in interaction with clients and how your elevator service company can benefit from this with a new business strategy. Today, we’re discussing how to use your new business strategy with field mobile service apps to differentiate your elevator service company.


Going UP Technology Driven Steps to Help Your Small Services Company GrowAs your workforce is made up of more and more Millennials, paperwork is finally on its way out and the coordination of logistics and communications on mobile devices is becoming a given.

With a system designed for Elevator Services, mechanics are able to photograph the work done and attach those images and additional notes to the record, which eliminates the duplication of data entry efforts. The prompt online work assignment in one direction and the documentation of progress in the other, yield data that’s not only accurate, but instant.

When mechanics are armed with mobile devices, they can take the initiative to proactively recommend to their managers the obvious, appropriate and revenue-generating upsells and spot-checks based on the information they have in their hand. Their managers have all the information they need to make scheduling decisions, update their customer contact, or to advise the mechanic to change the approach. It’s especially valuable because let’s face it—often, the customer doesn’t even know what questions to ask.

An investment in mobile devices and software should not be considered a long-term capital expenditure luxury; when apps are designed specifically for the Elevator Service industry, the return on investment can be extremely short—tracked in weeks or months, not in years. A system designed for Elevator Service is not just a simple task list, but everything the mechanic needs, served out for mobile convenience.

Download our whitepaper, Going Up? Technology-Driven Steps to Help Your Elevator Service Company Grow Profits, to learn how this robust mobile system can effectively track client needs, arm your field staff, and generate revenue.

Transitioning Your Elevator Service From a Cost Center to a Profit Center

ElevatorAs recently as three of four years ago, it was an intriguing idea that was debated but rarely acted on: that elevator service departments can be run as profit centers. But something has changed: in 2013, according to the Service Council Report of Field Service, an overwhelming 68% of respondents indicated that they were in fact managing field service as a profit center, and 72% expected these departments not to simply drive new, untapped revenues, but to be profitable in the next year.

So what’s behind this revolution, and how can it be changing the service landscape so dramatically?

To put it simply, the same back-office teams, managers and mechanics, are using the same hardware, but are working by the rules of a new business strategy. The terminology is the same, the assignments are the same, and the clients are the same. What’s changed is the dynamic of the interaction with those clients.

When your customers trigger a job event, your role is, first and foremost, that of a responder. But when your software automatically tracks DOB-required maintenance and inspection schedules or violation deadlines, your dispatchers can pick up the phone and point out that it’s time to have a preventative maintenance once-over or an inspection pre-check. Suddenly, your role shifts from being a vendor to a strategic partner.

As your new role evolves to a trusted advisor to your customers, you now have an opportunity to talk about new projects and initiatives, leading to an even more mutually beneficial and profitable relationship. To learn more about moving from a cost center to a profit center module, download our whitepaper, Going Up? Technology-Driven Steps to Help Your Elevator Service Company Grow Profits.

Going Up? Technology-Driven Steps to Help Your Elevator Service Company Grow Profits

Elevator Service - Steps to Help Your ES Company Grow ProfitsWhen customers contact you for a job, they are viewing you as slightly better or less expensive than your competitors. This automatically commoditizes your services and puts you in the same category as everyone else. So how do you set your company apart from everyone else while improving your profitability?

As your business grows, it takes a lot of “doing it right” to succeed. We’re talking about a pro-active approach to service replace a re-active one. By investing in the right technology solution designed specifically for elevator maintenance business, we can help you to:

  • Change service from a cost center into a profit center
  • Harness the power of mobility to optimize your mechanic’s performance
  • Centralize management software, tasks and data
  • Report and forecast to drive crucial decisions

Suddenly, your role shifts from vendor to strategic partner.

To learn how to distinguish yourself from the competition, download our whitepaper, “Going UP?” Technology-Driven Steps to Help Your Elevator Services Company Grow Profits today.

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