Roadnight Taylor - Optimal Workflow - SmarterBusinessProcesses

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At Smarter Business Processes we offer a wide variety of Smartsheet training courses and packages.

Our team of certified consultants provides training and remote support to clients around the globe, improving their Project Management, Workflow and Process Management.

Emma Stevens

Office Manager

Emma has 27 years of financial and customer experience and brings processes and order to our office.

Emma's customer service knowledge ensures all of our clients office enquiries are dealt with professionally, efficiently and quickly. She will leave no stone unturned to get to the bottom of a query!

When not at her desk Emma enjoys spending time with her husband and daughter as well running Brownies and Rainbows for Girlguiding UK in her local area.

Etienne Mermillod

Software Development Manager

Etienne is a seasoned ASP.NET Core Full Stack Developer. He takes great pride in building world-class applications while carefully considering the needs of its users and ease of use.

Originally from France, Etienne now calls Canada Home, where he is part of SBP Canada as a member of the API Solutions Development Team.

Etienne is a well-seasoned traveler and has visited many countries where he usually takes the path less traveled in order to backpack around and soak in the local cultures.

When not coding away, you may expect Etienne to be playing with his huge and fluffy dog Indianna or gaming away on League of Legends

David Bower

Smartsheet, Airtable and AppSheet Consultant

David is a hugely experienced Consultant, Customer Care Specialist and Client Account Manager.

In his spare time, David plays guitar, is learning to ride a motorcycle and, when it’s not too cold, can often be found tinkering in the garage. He also intends to learn to play the piano too - one day

Debbie Sawyer

Chief Smartsheet Solutions Officer (CSSO)

BSc (Hons) Computing, ITIL Foundation, Smartsheet Certified User, Aligned Sales Certified and Professional Services Certified.

Seasoned Smartsheet consultant and Training professional, Debbie’s creativity, attention to detail, willingness to deliver solutions to fully meet customer requirements and her personable manner earn her excellent client feedback.

When not working, Debbie likes to relax by spending quality time with her family. Living in the New Forest sees her taking many walks through the woods and down to the sea fronts at Lepe and Calshot. Debbie is also a keen hula hooper and has been hooping now for more than 7 years! She owns at least 10 hoops and enjoys a great workout helping her friend to run a hula hoop fitness class.

Dr James Harris

Chief Technology Officer

An experienced IT professional, James' prior work spans diverse environments from the white heat of launching information systems in one of the world's busiest airports, to industry leading tech startups. He also has extensive experience as a Finance Manager. James brings a keen insight and and flair for problem solving to every project.

Outside of work, James writes comedy, and has had many television credits over the past couple of decades on shows such as Horrible Histories and Russell Howard's Good News. He retains a burning ambition to be as funny as his wife and daughter.

Ph.D. Biochemical Physics, IT and Accounting professional.

Gwen Rymill

Communications Director

Co-founder of Smarter Business Processes, Gwen’s multi tasking roles include ensuring our clients receive the very best in customer care, while responsible for sales and marketing and partner liaison. Just don’t expect to get the cup of tea she promised you!

Away from work Gwen enjoys cycling, pilates, tap dancing and just loves baking.

Richard Rymill

CEO

Co-Founder and Lead Consultant, Richard set up SBP in response to worldwide demand from businesses wanting to implement their own Smarter Business Processes. His rapidly expanding team of experienced Smartsheet and AppSheet Consultants and Trainers share the company's values of achieving improved efficiencies and collaboration by putting people first and releasing them from unnecessary repetitive activities so they can enjoy their work again and focus on what matters to them.

When not at his desk, Richard can be found cycling, swimming and when the opportunity permits, sailing and flying.

Business Process
Automation Consultants

Roadnight Taylor are the leading consultancy specialising in grid connections for GB electricity networks. The decarbonisation and growth of the economy depends entirely on the deployment of smart and affordable network solutions and infrastructure where and when they are needed. This is their area of focus.

Roadnight Taylor have moved to a 4-day work week, thanks in part to significant time savings and administrative efficiencies created through a Dynamics CRM and Smartsheet integration project combined with Smarter Launch Pad.

Roadnight Taylor linking MS Dynamics to Smartsheet for Optimal Workflows

The Challenge

As this independent specialist grid consultancy grows, with new staff and services offered regarding the electricity networks, the challenge increases to manage processes efficiently across all functions.

We identified one significant process for improvement:

New opportunity data was entered into MS Dynamics, their CRM.
On winning an opportunity, the correct Smartsheet template was identified manually from the pool of circa 15 templates (templates drove specific task lists tailored to the planned service).
The Smartsheet template was then saved as new, so creating a task list sheet for each ‘won’ opportunity.
Seven Smartsheet summary fields were then manually entered into the summary pane to enable the assigned engineer and other employees to find related data (thus duplicating data entry efforts as the data was already in the CRM).
Finally, the new sheet was moved to a client folder.

Although this process worked, it required a licensed Smartsheet user to complete the process. Human errors occurred e.g. selecting the wrong template sheet; editing templates (instead of saving as new); entering incorrect data into summary pane fields.

The Goal

Roadnight Taylor wanted to automate the creation of the service driven Smartsheet task lists, while flagging an opportunity win in one system and populating the appropriate data quickly in Smartsheet. This would allow a quick, methodical approach to action ‘won’ tasks, while enabling full visibility for management.

The Solution for Roadnight Taylor is Smarter Launch Pad and a Dynamics Integration

Smarter Business Processes, working with Roadnight Taylor and their MS Dynamics consultants, created a solution using Smarter Launch Pad and the API from both systems:

‘Opportunity Won’ flag triggers the CRM to send key information through to a Smartsheet intake sheet.
This in turn triggers Smarter Business Processes’premium app Smarter Launch Pad to select the correct template and merge the data from MS Dynamics into a new task list sheet.
An automatic alert tells the administrator that the sheet is ready for use.

The Results

The new administrative process is much more efficient and has been fundamental in enabling the team to reduce their work schedule to a 4-day working week.

Roadnight Taylor now receive ready to use service driven tasks lists in Smartsheet within minutes of adding data to CRM. It saves many working hours in the week, previously spent on administration. Hours of administrative time have been liberated because routine tasks are now fully automated:

Tasks are now automatically linked to unique CRM tracked opportunities.

– Time saved – Duplicating data across two systems is no longer necessary.

Thanks to automation no manual intervention is required.

– Time saved – Team no longer perform admin tasks in Smartsheet, nor are they waiting for a licensed user to create sheets. Instead, Smarter Launch Pad automatically deploys, populates and links templates.

Data integrity is assured – The pool of Smartsheet templates are safe from inadvertent edits by humans.

TESTIMONIAL

“We knew that Smartsheet had incredible potential, but we realised we were only using it in a very rudimentary way. It had become something of an admin monster. We needed genuine experts to help us identify how the functionality could be applied to our business in a practical way, in order to create a really robust but agile operations function.

Our collaboration with Debbie and the technical team at Smarter Business Processes was a game-changer, enabling us to streamline processes, improve efficiencies, reduce margin for error and increase productivity. In turn, this has been fundamental in Roadnight Taylor taking the decision to move to a four-day work week. And through our ongoing relationship with Smarter Business Processes, we are still finding new and innovative ways to develop and grow the business, as well as ensuring that we maintain the high standards of very personal service that our clients have come to expect.”

Lucy Taylor, Operations Director for Roadnight Taylor.

CONTACT US

If you are interested in learning more about how Smarter Business Processes can help you with your organisation and you feel the Roadnight Taylor case study could be a useful example please get in touch.