Bartlett Communications Case Study

Bartlett Communication Overhauls Invoicing Processes with RazorSync

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“Without a doubt, RazorSync is an essential tool that brings value to our business every day.”
— Dave Keith

Communications Company Overhauls Invoicing Processes with RazorSync

bartlett communication logo, communications solutionsBartlett Communication Solutions provides business solutions that run the gamut of network and communications services. In business for nearly 40 years, the company attests its longevity to progressive thinking, transparency, and dedication to customer satisfaction.

However, Bartlett noticed a disconnect between its accounting and customer relationship management activities. The company sought a field service management solution that would allow it to rethink its workflow and eliminate unnecessary activities.

Challenges

The challenges Bartlett was experiencing were similar to those many companies face. For starters, workflow processes can always be improved. The company was simply wasting too much time on basic tasks. Dave Keith, director of business development at Bartlett, headed up the search for a field service management solution. Dave wanted to streamline workflow, paperwork and invoicing.

Overcome workflow issues

The company needed to close the gap between accounting and customer relationship management (CRM) activities and track project progress at a glance.

Eliminate paperwork

Paperwork was easily lost and required time-consuming data entry throughout the workflow.

Improve invoicing

The company needed to speed up the invoicing process and ensure greater accuracy for increased billings.

RazorSync Was the Clear Choice

In his search, Dave evaluated nearly 40 options. The deciding factor was RazorSync’s two-part, cloud-based system — accessible in the office from his staff’s computers and in the field from his field workers’ smartphones and tablets — that won him over. He also appreciated that RazorSync worked with Bartlett’s current operations and didn’t require a severe reworking of its processes.

A simpler end-to-end workflow. “RazorSync tied everything together,” Dave said. From customer work order entry all the way to invoicing with QuickBooks, RazorSync streamlined the workflow and eliminated repetitive, unnecessary work.

Access to the customer database from the field. With RazorSync, all of Bartlett’s customer information and service history is stored in the cloud. New data entered in the field automatically appears back in the office. The paperwork load has dropped significantly and organization has greatly improved.

Increased billings and revenue. Invoicing on the job site has led to a reduction of errors and billings have increased by 9%. Enhanced accountability, communication, and productivity have resulted in a 5% increase in revenue. RazorSync has also shortened the billing cycle by 10 working days.

Why do you use RazorSync?

“Since all customer information is in one location, entering orders is easy and efficient,” Dave noted, “and all of the information is centralized and easily shareable with those who need it, when and where they need it.”