“We now have a system that can log customer calls, book appointments, and a price book that holds the products the system design specification is built from, all in one place. Also we now have a database which holds all our customers, prospects and supplier information, which used to be on two separate databases. With the process builder we were able to design a simple process for inputting the client data, which is then used to produce the end documents from a bank of standard template reports. We originally had around 20 template documents, now we have half a dozen. The benefits, apart from the time saving in producing the customer ‘package’ (would be three hours plus, now some 20 minutes from start to finish for a large complex job) are that we have a central data base of products and a flexible system that can grow and adapt with the company as we go forward.”