Case studies
Case studies
Technology modernization for an HVAC
industry leader
Technology Modernization for an
HVAC Industry Leader
Technology
Modernization for
an HVAC
Industry Leader
Client is a US based commercial refrigeration and HVAC service provider with operations spread across 50 states more 450+ customers (which includes retail chains, supermarkets and more). Thoughtline worked collaboratively with client’s existing IT team to design, and upgrade stand alone legacy systems to more integrated business systems.
The Challenge
As part of business operations, our customer has to work collaboratively with various entities. The absence of a centralized application was adversely affecting the day-to-day operations of our client and their strategic partners who played an important role in the supply chain.
Legacy Systems - The company was growing aggressively across the USA. Existing legacy system was a road block in their fast-growing business. The existing systems were incapable of handling this sudden growth and the 5-times increase in on-the-field personnel
Islands of Information - Key operational areas were not communicating optimally with each other due to limitations in existing systems, resulting in a general lack of data transparency.
Tracking and Monitoring - Outdated approval management in the old system left a huge void in monitoring.
The Solution
The Solution
Client switched to an efficient solution offered by Thoughtline, which connected Field Executives, Managers, Vendors.
Client switched to an efficient solution offered by Thoughtline, which connected Field Executives, Managers, Vendors.
Every credit purchase made by field executives while on job was tracked and sent for approval to the management, with ability to upload the receipts for each purchase.
Push notifications were sent to respective users if mismatch in data found and then approved by managers with validation.
Once the transaction was approved, payment initiated to the Vendor (Financial Institution).
Off-time approvals were automated with appropriate hierarchical structure.
Customized forms specific to each customer were built and were made available to field executives via mobile application to be used while servicing equipment at client’s place.
Business Benefits
Business Benefits
Smoother approval processes.
Data transparency across the organization
Client is a US based commercial refrigeration and HVAC service provider with operations spread across 50 states more 450+ customers (which includes retail chains, supermarkets and more). Thoughtline worked collaboratively with client’s existing IT team to design, and upgrade stand alone legacy systems to more integrated business systems.
The Challenge
As part of business operations, our customer has to work collaboratively with various entities. The absence of a centralized application was adversely affecting the day-to-day operations of our client and their strategic partners who played an important role in the supply chain.
Legacy Systems - The company was growing aggressively across the USA. Existing legacy system was a road block in their fast-growing business. The existing systems were incapable of handling this sudden growth and the 5-times increase in on-the-field personnel
Islands of Information - Key operational areas were not communicating optimally with each other due to limitations in existing systems, resulting in a general lack of data transparency.
Tracking and Monitoring - Outdated approval management in the old system left a huge void in monitoring.
The Solution
Client switched to an efficient solution offered by Thoughtline, which connected Field Executives, Managers, Vendors.
Every credit purchase made by field executives while on job was tracked and sent for approval to the management, with ability to upload the receipts for each purchase.
Push notifications were sent to respective users if mismatch in data found and then approved by managers with validation.
Once the transaction was approved, payment initiated to the Vendor (Financial Institution).
Off-time approvals were automated with appropriate hierarchical structure.
Customized forms specific to each customer were built and were made available to field executives via mobile application to be used while servicing equipment at client’s place.
Business Benefits
Smoother approval processes.
Data transparency across the organization
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Jack Put
IJessel
"For me, Thoughtline is flexible, willing and knowledgeable"
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Get IT done right
Quick Links
Copyright © 2024 ThoughtLine Digital - All Rights Reserved.
Sign up to our newsletter
Get IT done right
Quick Links
Copyright © 2024 ThoughtLine Digital - All Rights Reserved.
Sign up to our newsletter
Get IT done right
Quick Links
Copyright © 2024 ThoughtLine Digital - All Rights Reserved.
Sign up to our newsletter
Client is a US based commercial refrigeration and HVAC service provider with operations spread across 50 states more 450+ customers (which includes retail chains, supermarkets and more). Thoughtline worked collaboratively with client’s existing IT team to design, and upgrade stand alone legacy systems to more integrated business systems.
The Challenge
As part of business operations, our customer has to work collaboratively with various entities. The absence of a centralized application was adversely affecting the day-to-day operations of our client and their strategic partners who played an important role in the supply chain.
Legacy Systems - The company was growing aggressively across the USA. Existing legacy system was a road block in their fast-growing business. The existing systems were incapable of handling this sudden growth and the 5-times increase in on-the-field personnel
Islands of Information - Key operational areas were not communicating optimally with each other due to limitations in existing systems, resulting in a general lack of data transparency.
Tracking and Monitoring - Outdated approval management in the old system left a huge void in monitoring.
The Solution
Client switched to an efficient solution offered by Thoughtline, which connected Field Executives, Managers, Vendors.
Every credit purchase made by field executives while on job was tracked and sent for approval to the management, with ability to upload the receipts for each purchase.
Push notifications were sent to respective users if mismatch in data found and then approved by managers with validation.
Once the transaction was approved, payment initiated to the Vendor (Financial Institution).
Off-time approvals were automated with appropriate hierarchical structure.
Customized forms specific to each customer were built and were made available to field executives via mobile application to be used while servicing equipment at client’s place.
Business Benefits
Data transparency across the organization
Smoother approval processes.
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Your Trusted IT Partner
Experience our top-tier IT services crafted to help your business thrive. Explore our Portfolio to see our success stories and capabilities!
Jack Put
Ijesel
"For me, Thoughtline is flexible, willing and knowledgeable"
Your Trusted IT Partner
Experience our top-tier IT services crafted to help your business thrive. Explore our Portfolio to see our success stories and capabilities!
Jack Put
Ijesel
"For me, Thoughtline is flexible, willing and knowledgeable"
Jack Put
Ijesel