BI and Tech
Rubax Lifts Case Study
Rubax started 40 years ago as a family run business specializing in lift, elevator and escalator servicing, installation and refurbishment. They now operate nationwide and turnover over £10M.
They provide services for the maintenance and repair of lifts and secondly, they manage these assets for property owners.
To offer the levels of service provided by larger players, Rubax identified open communication and complete transparency on service delivery as a key customer requirement which could help them differentiate themselves and compete more effectively.
They looked for an affordable solution which would be within the reach of an SME.
Gareth Jones, Financial Controller, commented:
“We needed two systems to talk to each other and to share front of office data with customers, so they could manage their assets effectively.”
There was no integration of front and back office systems Sage 200 invoicing did not connect with the front-office system.
Cash Service Management, the call and field service system used to log engineers’ time for billing provided only static reporting and spreadsheets were being used to fill the gap.
Sharing data was difficult and needed to be accessible by the field-service team remotely as well as the office-based team, and be available on any device.
Panintelligence dashboards combined data from multiple databases and connected data from the front and back-office systems eliminating the need for manual reporting.
A single secure customer data portal created a common language with customers allowing them to track the performance of their assets and understand the maintenance history on their lifts.
“The dashboards gave us an affordable tool which we could share with customers to increase transparency and trust and demonstrate service levels. This allowed us to compete with much bigger players.”
Written by Carol
Carol is the Marketing Manager at Panintelligence, who came to the business with experience of working at B2B companies in the software sector. Here at Panintelligence, she manages the Marketing Team and shapes the overall marketing strategy for the business. Outside work, Carol has always been a keen walker and cyclist, as well as a piano teacher in a previous life!