“Scalable’s bespoke frameworks made a real difference for us, from managing projects better to smoothing out our sales process. Thanks to their expertise, we’re now working more efficiently.”
Steve Rabbitt
Founder, Rabb-IT
About Rabb-IT
With their headquarters in Leeds, Rabb-IT are committed to delivering superior hardware, support, and consultancy solutions for businesses.
Their ethos revolves around freeing clients from day-to-day IT challenges, allowing them to focus on expanding their business.
In response to their rapid growth, Rabb-IT partnered with Scalable to streamline operations and enhance workflows.
Together, we implemented strategic improvements that elevated data management, optimised client communication, improved project tracking, and refined financial processes – setting the stage for even greater success.
The Challenge
Rabb-IT faced a number of challenges, including:
- Service Board: Standardisation of service board structure and improved workflows.
- US Partner Integration: Structured integration with their US based partner to deliver seamless 24×7 support.
- Client Portal Implementation: A dedicated client portal was required to improve communication and collaboration.
- Project Model Setup: Projects within their PSA system required clearer definition and management.
- Sales Process Efficiency: Sales processes in their PSA system needed streamlining to enhance efficiency.
- Financial Process Optimisation: Streamline financial processes and integrate them into their PSA system.
Strategy
Service Board Restructuring
Redesigned service board structure and workflows, ensuring efficient handling of client requests and improved data management within the system.
Integration with US Partner
Facilitated the integration of systems with US-based partner, enabling seamless communication and delivery of 24×7 support to clients.
Client Portal Implementation
Recommended and implemented a suitable client portal platform, leading to enhanced client communication, collaboration, and transparent service delivery.
Project Management Setup
Assisted in setting up a robust project management model within the PSA system, enabling real-time visibility of project status, milestones, and resources.
Sales Process Optimisation
Streamlined sales processes and standardised documentation within the PSA system, resulting in enhanced opportunity management and team reporting.
Financial Process Automation
Streamlined the sales-to-invoice process with automation, resulting in smoother financial operations, reduced errors and improved efficiency.
Key Outcomes
Optimised sales processes, enabling effective sales operations.
Enhanced operational efficiency for smoother service delivery.
Real-time visibility of project status, and resource allocation.
Improved financial processes, reducing errors and resource strain.
Learn how Rabb-IT improved their data management, client communication, project tracking, and financial processes.
- Learn how we designed custom frameworks to enhance project management and streamline sales processes.
- Explore our approach to standardising service board structures and optimising workflows.
- Discover the strategies we implemented to overcome challenges with their US partner, enabling seamless 24/7 support.