400 projects, one process: How SRS Environnement Simplifies Daily Operations

Client

Industry

Logistics

Project size

1-50 employees

Centers of expertise

Context

At SRS Environnement, everyone was working hard. That wasn’t the problem. The problem was that the more the company grew, the more its operations depended on people who knew where to look, what to check, or who to call to get the right information.

A proposal was moving forward. Someone was making the connection to the next step. An order came in. Someone verified the information before proceeding. A representative was checking on the status. Someone usually knew where to find it.

Nothing was actually broken. But more and more things were relying on people’s work habits rather than on a system capable of keeping pace with the company.

So the goal wasn’t just to improve the tools. It was to simplify the way the company operated on a day-to-day basis.

Solutions PROPOSED

The approach involved integrating sales, orders, inventory, and administration into a unified workflow.

Rather than requiring multiple validations, information searches, and duplicate data entry, the data now flows naturally from one step to the next.

An approved quote becomes an order. All the information is available in one place. Sales representatives, management, and operations all work with the same data at the same time.

Automation measures were implemented to eliminate several repetitive tasks, and more specifically for quote management, commission calculation, and case tracking.

Gains

Within the first few months of use, the team managed nearly 400 projects (with a 75% success rate) while processing more than 250 invoices in an environment where information is centralized and easy to track.
Today, sales representatives use the system as their primary tracking tool, whereas before they had their own tools, and it was not uncommon for multiple versions of the same price list or document to be in circulation at the same time.
Every three weeks, the team reviews ongoing projects to follow up on leads and maintain a clear overview of the sales pipeline. At this rate, the investment is expected to pay for itself in about a year.
Most importantly, everyone now works the same way.

Satisfaction and achievement of objectives

Satisfaction with interventions

TESTIMONIAL

“For a long time, we operated like many small and medium-sized businesses. We had Excel spreadsheets, price lists, tools that each served their own purpose, and a lot of knowledge that resided in the minds of people.

The problem wasn’t that it didn’t work. The problem was that the more we grew, the harder it became to manage. We had to constantly check information, check prices, and make sure everyone was working with the same data.

Today, it’s much simpler. We spend less time organizing information and more time serving our customers. Operations are better aligned with the company’s pace, and we have much more confidence in the way we work.”

Gabriel Dussault
Owner, SRS Environnement