A Market leader in the field of medical technology was looking for a better way of managing assets and their services

Do you use multiple spreadsheets to manage your assets or devices? Does this make communication within your business challenging? This customer, a market leader in the field of medical technology, had exactly that problem and wanted a more efficient way of working.

Overview

During the initial Maximizer training, it was identified that this customer was using multiple spreadsheets to manage their devices, making communication between sales and customer/field service engineers challenging. They wanted a more efficient way of working.

Challenge

Create a better way of managing Assets and their services.

Solution

  • Developed an Assets management module in Maximizer and configured it for use with devices, including:
      • Search and filter functionality
      • Ability to assign assets to customers or distributors
      • Bulk assigning of multiple assets at once.
  • Delivered visibility of Assets at both Address Book and Customer Service Case level – including details, licences and device version tracking, as well as an audit log.
  • Automated creation of Customer Service Cases in advance of the next service date, ensuring no service is missed.
  • Created a dashboard view of the service workload.
  • Provided administration functionality of new and existing Assets.
  • Integrated Sage 200 and the Asset Database.

Benefits

  • More efficient management of Assets.
  • Improved communication and customer service.
  • Easy tracking of Warranty expiration dates and service dates.

Technology Used

  • Maximizer
  • Development Services

Our Solution Spotlights are a series of short “Use Cases” to showcase customers’ challenges before working with Avrion and how we collaborated with them to create a solution.

They are designed to inspire you with ways of digitally transforming your systems to make your business much more efficient.

Has this Solution Spotlight inspired you? Get in touch to learn more about how you can digitally transform your business.

We hope you found this article interesting and informative. For more ideas on how to streamline, automate and digitally transform your business (thereby saving you time and money):
author avatar
Caroline Robertson Project & Planning Manager
Caroline has lived in the CRM and technology world from her very first job! From Sales Executive to CRM Consultant, Project Manager to Marketing Team Leader, she loves ticking things off a list so has a reputation for "getting things done". Outside work, she is a dedicated mother and rescue pup parent as well as caring for her siblings and parents.