taskbridge case study:
How New England Generator Transformed Operations with taskbridge During 2023 Winter Storm
Executive Summary
New England Generator faced numerous operational challenges due to its reliance on paper-based systems, which hindered efficiency and posed significant data security risks. To address these issues, they partnered with taskbridge to implement a customized, cloud-based CRM solution. This transformation allowed them to streamline operations, enhance collaboration, and improve data security. During the severe Winter Storm of 2023, taskbridge enabled New England Generator to handle an unprecedented volume of service calls efficiently, demonstrating the solution's effectiveness and resilience.
Introduction
New England Generator, a prominent provider of generator solutions in Massachusetts, faced significant hurdles in their operations due to outdated, manual methods. Known for delivering reliable services, their reputation was built on maintaining operational excellence, even in challenging weather conditions like the harsh winters they often encounter. Yet, their reliance on paper-based systems was becoming increasingly impractical, pushing them toward seeking a modern solution.
The Problem
Before implementing taskbridge, New England Generator struggled with a range of challenges:
Space and Organization: Their operations heavily depended on physical paperwork stored in filing cabinets, leading to space constraints and difficulties in locating essential documents.
Data Security Risks: Important customer information was vulnerable as it traveled with technicians and was prone to being lost or damaged.
Poor Communication: Handwritten notes by technicians were often illegible, leading to miscommunications and inefficiency.
Lack of Reporting: The absence of integrated systems meant crucial data was scattered, making it difficult to generate meaningful reports.
Fragmented Tools: Multiple price sheets and outdated copies led to inconsistencies across operations.
The Solution
To overcome these challenges, New England Generator implemented taskbridge—an all-in-one tool designed for the generator industry and to address their specific needs.
Customized Processes: The solution was tailored to replicate their existing processes, ensuring a smooth transition and minimal disruption.
Cloud-Based Platform: By moving to a cloud-based system, they eliminated the risk of data loss and made it easier for remote workers to access needed information.
Enhanced Collaboration: All users could access necessary information in one location, improving communication and coordination across teams.
Tailored Dashboards: Customized by roles and functions, these dashboards provided clear visibility into key areas such as parts, warranty, sales, and service.
ERP Integration: Seamless syncing with ERP systems streamlined invoicing and payment transactions, while enhancing security by reducing the number of users accessing the ERP.
Results
The implementation of taskbridge yielded remarkable results, particularly evident during the Winter Storm of 2023:
Efficient Operations: taskbridge enabled New England Generator to handle over 4,000 calls, create 274 work orders, and complete 215 work orders efficiently during the storm.
Streamlined Dispatching: Technicians were dispatched based on location, eliminating the need to sort through physical files, thus saving time and reducing chaos.
Improved Data Accuracy: Technicians entered notes and part usage digitally, eliminating issues associated with poor handwriting.
Remote Work Capability: Service writers could work remotely, ensuring continuity even when weather conditions were severe.
Actionable Insights: Post-storm reports identified common failures, such as battery issues, providing valuable insights for future planning.
Scott Matthews from New England Generator praised taskbridge, stating, "taskbridge has significantly transformed our business for the better. During a recent severe storm, we navigated through the challenges effortlessly using taskbridge. Additionally, the system allowed us to track crucial data, providing valuable insights for more effective planning in the future."
Conclusion
taskbridge's partnership with New England Generator highlights the power of innovative solutions in overcoming complex challenges. By transitioning from a paper-based system to taskbridge’s solution, New England Generator not only improved operational efficiency but also enhanced their ability to deliver exceptional service, even in the face of adversity.
Looking ahead, New England Generator plans to further leverage taskbridge's capabilities to refine their operations and continue providing reliable generator solutions to their customers. Their success story is a testament to the profound impact that the right technology can have on business resilience and growth.
Ready to transform your operations? Book a demo with taskbridge today and explore how our comprehensive solutions can drive efficiency and innovation in your organization.
