Client Success with Processology
Companies all over the world are using Processology to operate better. Read stories from companies like yours to learn about what made them successful.
F1 Information Technologies
John Keesy | Co-Founder | Texas, USA
F1 Information Technologies, Inc Streamlines Fulfillment Process with Processology
Founded in 2003, F1 Information Technologies is an all-in-one technology company that works alongside businesses to equip their operations for the digital age. They provide businesses with help desk, server, network, cloud, security, and compliance solutions.
The client fulfillment process of F1 Information Technologies had gaps that the team did not know existed. These process gaps caused challenges such as:
- Inefficient handoff process between sales and project teams
- Delayed client onboarding
- Lack of confidence in project execution affecting sales meetings
- Apprehension caused by the effect on the F1 IT brand
- Loss of clients due to haphazard processes
Although F1 Information Technologies had a process in place for client fulfillment, the process was in the heads of the employees. The team had checklists to tick-off, but not a streamlined process to simplify a detailed handoff between sales and project teams.
The Processology team introduced F1 Information Technologies to The Core Method to streamline the fulfillment process and enable faster and more efficient onboarding.
We helped F1 Information Technologies start their journey with the Core Improvement Roadmap:
Discovering existing process gaps, challenges, and effects on business
As the fulfillment process was mostly in the heads of the team, Processology helped bring it out on paper in its ‘as-is’ state.
The steps involved interviewing the project, sales, and management teams to understand their roles and responsibilities.
By asking the right questions, we realized that there were problems not with the teams, but with the communication between the teams.
By going through the detailed process with each team member, we also realized that the checklists were not working because the focus was on completing tasks as opposed to understanding the entire process workflow.
Designing a tailored strategy to improve the fulfillment process
The first step was to design a tailored fulfillment process improvement strategy instead of referring to an already existing textbook strategy.
Based on detailed interviews with the teams, our process experts built an improved communication plan with a goal to bridge the gap between sales and the project teams.
To increase the effectiveness of the handoffs between the teams, we consulted the management team and designed a workflow to ensure there were no leaks in the hand-off process.
Developing the strategy from a plan to its execution
As the sales and project teams were new to the improved client fulfillment process, our process experts worked closely with the teams to ensure there was no resistance to change.
Processology addressed every challenge that the teams faced while implementing the new communication plan and handoff process workflow.
Our process experts also explained the advantages of the process changes to the teams easing push back to improve process adoption. This helped F1 IT teams accept the new and improved process with open arms!
Documenting the process changes for future reference
Processology helped F1 IT document the changes to the client fulfillment process. The documents will act as a reference for future process challenges, as well as a training manual for new employees.
F1 Information Technologies was extremely happy with the results of implementing The Core Method. It helped them achieve the following outcomes in terms of business value:
- More efficient and 50% faster client fulfillment process
- Better sales meetings due to increased confidence in the process and the teams
- More prospects converting to clients 2 million + in the first 90 days as a result of The Core Method
- Improved visibility on process KPIs and analytics
- Happier teams, better lives!
“We gained more clients and a 50% faster client fulfillment process.”
“I am so happy we brought Processology in to help with fulfillment. We were drowning in backed-up work. Not only did I enjoy the improvement process that Processology took us through, I finally felt heard by our management team”
Michael, F1IT Projects Team
“I wish we could have done this a long time ago. I’m excited about these changes, they will make my job more manageable and our clients happier!”
Paul, F1IT Projects Team