 |
SCENARIO:
Boa Construction is committed to high quality building and restorations projects around the St. Louis area. Boa contacted AppointLink concerning billing inefficiencies in their business process. In order to better understand the issue and assist them, AppointLink began by consulting with the management to determine their needs. |
ISSUE:
Items such as purchase orders, time tracking, and work orders that were used to generate billing invoices were being logged in various systems and on paper. Therefore, the manual billing process was disconnected and inefficient. Boa construction sought a standardized method to track projects and bill customers. |
OUR APPROACH:
By analyzing Boa's daily operations, we were able to determine specific areas that needed change. We consulted with Boa on custom applications and standard business processes we could develop that would speed billing and improve cash flow. |
RESULTS:
By listening and understanding Boa's processes, we were able to present management with a phased approach to gather billing data and streamline invoicing. The development of this shared database allowed Boa to standardize customer invoices and improve communication with the clients. The database also became a platform for up to the minute invoice reporting, daily status tracking, and automatic data feeds to the accounting system. |
VALUE:
AppointLink was able to create and deliver applications that were custom fit to Boa's quality focused business procedures. Value was added through:
- Improved cash flow.
- Streamlined invoicing.
- Monthly labor savings.
|
TECHNOLOGIES USED:
Quickbooks 2003 - MS Access - Peachtree Accounting Software |
