For the first three months of 2016, relates Komfort IT Manager, Scott Foxall, the agenda was all about stability – moving servers, and closing down active ledgers and financial reporting systems in the pre-administration companies, and transitioning Komfort away from a multi-company instance of EFACS E/8.
“We’d been operating as a single company within a multi-company structure, so we had to strip out a lot of the resulting complexity and multi-company, multi-site capabilities,” he recalls.
But with that chore complete, Komfort could then begin to build something precisely tailored for its own needs – for which Foxall and Komfort’s broader executive team had ambitious plans.
“CRM was an obvious priority, and mobility was important too: not just for salespeople on the road, but delivery drivers also. We could see that with a little thought, it was going to be possible to completely re-imagine the system’s workflow and levels of inbuilt automation.”
The starting point: process-mapping the entire business, and then designing – on a test system – an entire new instance of EFACS E/8, covering Komfort’s Wednesbury-based company headquarters and manufacturing site, and its two combined sales offices and warehouses in Leeds and Crawley, Sussex.
The ‘feel’ of the eventual rollout – which went live in April 2017 – was very much akin to a whole new implementation, recalls Foxall, with extensive user training, local ‘champions’, steering groups and executive sponsorship. Also important, he adds, were the extensive customisations and workflow automation powered by Exel’s customisation toolsets.
Finally, CRM was added, with Exel’s CRM and a mobile CRM solution being deployed in late 2018. It went well, explains Foxall: so much so, that within a few months of the CRM ‘go-live’ data, Foxall’s attendance at a Komfort sales conference resulted in him coming away with a list of eight urgently-wanted extensions to the system. Alongside this deployment, he adds, Komfort also deployed Exel’s Project Control and Contract Control modules – vital functionality for a business that is largely project-oriented.