The solution developed integrates a CRM and project management system. It manages project scopes, invoicing, and operational workflows. Key features include opportunity tracking, quoting and proposal management. The system also incorporates functionalities for billing, invoicing, and integration with QuickBooks and Field Nation.
- Streamlined their job management process, making it easier to track project progress and stay organized.
- Enhanced reporting capabilities, allowing them to gain clearer insights and make data-driven decisions faster.
- Customized Quickbase solutions that fit their unique business model, improving overall efficiency.
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Trinity helped build an application to manage their tasks, purchase orders, and contacts for each vendor; Eyemart Express is now able to capture all the information needed to streamline their operations. Trinity also built in a feature that allows them to set a primary vendor for an industry or region, so they do not have to manually assign each task. Additionally, each vendor also has their own dashboard where they can manage their operations with Eyemart Express as needed.
- Improved communication across teams and vendors
- Increase visibility across projects
- The application increased Eyemart Express's efficiency and allowed the staff to increase their productivity.
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Trinity created a custom Quickbase grid edit-style user interface that significantly improved reporting with reports and charts. This also included a multi-tabbed user interface for drill-down and improved visibility across resources and projects.
Improved efficiency and visibility to resource allocation
Limitless reporting using Quickbase native reporting and charting
All business locations on a single data set
Resources are no longer over or under-allocated
Weekly billable targets are now being met more consistently
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Trinity developed a Quickbase application to track, manage, and report on the entire workflow. ARC’s Quickbase ERP tracks everything from customer orders to supplier purchases and all the processes in between. ARC sees Trinity as a lifetime partner to provide and implement the solutions they need as they continue to grow.
- Automated the reporting of metrics to allow for better decision-making while also cutting down on data entry errors.
- Reduced the number of applications used to manage the business from 5 applications to 2, with Quickbase and QuickBooks communicating with one another.
- Removed the need for ARC to hire an additional employee for data entry and bookkeeping.
- Eliminated the data entry burden on key managers by an average of 10 hours a week.
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Trinity created a Quickbase application that helps them not only track, manage, and report on the delivery of their solutions but also enables them to use their time more effectively—allowing them to spend more time analyzing data and deriving insights into their business more quickly.
- Managers were able to trade 3 disparate systems for one integrated solution.
- Manual work was dramatically reduced, cutting one monthly task from 8 hours to 1.
- Real-time performance reporting made possible.
- Reduced the number of system errors.
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Trinity developed a workflow solution in Quickbase that allowed NPI to quickly and easily track projects through the project lifecycle and to push statuses of each phase of the project out to the teams using color codes.
- Enhanced the process of tracking projects from start to finish.
- Enabled a more structured workflow for leads and projects with specific phases & statuses.
- Increased reporting and notification capabilities for NPI and their clients.
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Trinity was brought in to work with the CAVCOMM team through business process improvement first and then develop a solution to meet those process changes. Trinity delivered a full solution to manage the entire business workflow for CAVCOMM. From office staff to the sales team to project managers to the team members that do the fiber installation, they can all now update all details of the job pertaining to time, materials, labor, and documents.
- Full job estimating, costing, and invoicing
- Tracking of all inventory from receipt to installation including rolling inventory
- Mobile application to track all team members exact job time, materials used and documents they can view and mark up
- Job status tracking and management
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