Prior to implementing Dynamics 365 Field Service, Conquest Completions was using a combination of Microsoft Excel, paper, and whiteboards to manage their field operations. This created a myriad of inefficiencies:

• It took 3-4 weeks to get an invoice out the door and months before it was paid. When work was completed in the field it was necessary to print out the paperwork in the office, send it to the field, find the company man and have him sign it, send it back to the office, enter it in the accounting system, prepare an invoice, and then send the invoice to the customer. This not only negatively impacted cash flow but also took an excessive amount of time from multiple people. 
• Scheduling resources was a time-consuming and frustrating process that took 5-hours a day.
• Preventative maintenance was tracked manually with 20 different whiteboards, a number of 3-ring binders, and Excel spreadsheets. With data in so many different places it was easy to make mistakes and difficult to provide information for audits.

Additionally, with so many manual processes and paper systems there was no easy way to report on historical performance.

Implementing Dynamics 365 Field Service has been a game-changer for Conquest and has sparked transformative change in the company.

The biggest change has come from the efficiencies gained from the field ticketing process which is now electronic and seamlessly integrated. Once field tickets are completed they automatically flow into Conquest’s accounting system for invoicing – gone are the days of sending paperwork back and forth and tracking down signatures. What used to take weeks now takes days or even hours. The significantly shortened process has greatly improved Conquest’s cashflow as well as freed up staff for higher value-added tasks.

Another big win for Conquest, is the tracking of preventative maintenance. All maintenance is now tracked digitally and maintenance managers each have their own views of upcoming maintenance as well as receive automatic notifications on predictive maintenance. This ensures all equipment is optimally maintained and also saves countless hours and improves the client experience.

Additionally, the custom load-out functionality created by Rand Group saves Conquest on average five hours a day, plus the mental capacity of the staff performing the load-out. Conquest now has the peace of mind that all employees have equal opportunities and jobs do not overlap.

Lastly, the digitization of all processes has enabled Conquest to have access to data and insights never before available so that they can make better business decisions and have data at their fingertips during any audits.