Business growth causes many complex problems.
The best way to solve them is with the right people.
Business owners engage with Fortix when they need help finding solutions for complex problems.
Answers are not always obvious or easy to action. That’s why we offer our Client Growth model. Engagement and business automation solution development occurs on a consistent schedule to support your growth plans.
It’s our commitment to proactive business automation, innovation and complex problem resolution.
Our Client Growth model empowers business automation & innovation in four key areas:
EFFICIENCY GROWTH
Our client was able to increase business efficiency. Using automation, data can now be tracked, shared and invoiced simultaneously; removing repetitive business processes
MARKET EXPANSION
In less than 12 months our client achieved business growth of 40%. The time needed to prepare quotes has also been reduced by around 30%.
CAPACITY INCREASE
Our client’s accounts team receive payments to Xero and the Fortix system simultaneously. This significantly reduced labour costs and process duplication.
PRODUCTIVITY GROWTH
The entire business pipeline is now visible to make key executive decisions. This has led to productivity growth for my client.
Many will tell you what to do, we will help you get it done.
To innovate, first you must understand what is holding you back. That’s why we aim to provide your business with the clarity, efficiency & visibility to unlock the solutions that empower business automation & growth.
CLARITY
Absolute essential for growing company. Our Business Helpers work with the management team to identify opportunities and goals that could help business growth.
Facilitates the decisions and clarifications required for the people to perform better
Provide feedback on how upcoming business plans impact current business flows and services delivery
Provide recommendations and propose solutions in the areas that need improvement
EFFICIENCY
Having great software is a necessity, getting the most out of them is another story. By utilising our Client Growth model, we will help your people to get the maximum benefit from the Fortix systems.
Identify and deliver configuration changes to optimise peoples workspaces
Personalise views and reporting dashboards for quick access
Automate elements of their work to create more capacity for them to service clients
VISIBILITY
Helping management to get precise real time visibility across the business will provide all necessary information needed for to make the best decisions.
Design and configure reporting dashboards and reports
Automate work requests for the management to help managing delivery of ad-hoc or regular work
Notify management on the occurrence of critical events to help prevent problems
Case studies: How we have helped our clients grow.
EFFICIENCY
GROWTH
As a leader in the market, Moore Stephens provides a wide range of services to its clients. To achieve this, they implemented a large number of disconnected software and tools at both corporate and individual levels. The impact of this was the detachment of information and data flow from one business process to the other, resulting in poor reporting for management and placing a limit on growth.
The Problem
There are currently very few software options that deliver both reporting and invoicing functions simultaneously. Also, the use of the existing industry practice software has led to inefficient business practices.
The Solution
Using Fortix, client information and invoicing can be shared and used across the business. The deployment of a CRM component to meet the reporting and invoicing needs of the client was also created.
The Outcome
Moore Stephens was able to increase business efficiency. Using the custom CRM deployment, client data can now be tracked, shared and invoiced simultaneously. Removing repetitive business processes.
MARKET
EXPANSION
Sign-A-Rama knows that systemisation is a requirement for any business to expand and being tied to a server-based system, means that their business wasn’t mobile, which can be very restrictive. As they were growing, they needed to formalize procedures in an electronic way and strengthen communication between staff and departments. Meaning that everything could operate through one system.
The Problem
Sign-A-Rama wanted to expand to a second location. To achieve this, there was a need to unify resources via one online system in order to deliver services more efficiently and eliminate communication gaps.
The Solution
A cloud based business management system is now managing all estimates and sales leads as well as client contacts in one location, enabling sales people to quote from the client’s location.
The Outcome
Using a connected, automated business system paid off. In less than 12 months, Sign-A-Rama achieved business growth of 40%. The time needed to prepare quotes has also been reduced by around 30%.
CAPACITY
INCREASE
In the custom manufacturing products environment, there is a need to be able to streamline quoting and work allocation. The previous manufacturing software we used, did not allow us to manipulate bill of materials (BOM) as we needed to make changes to manufacturing procedures during the production process. We were never able to quote quickly enough via the system.
The Problem
Future Engineering’s had three main needs. The ability to use assemblies in quoting, the ability to copy previous quotes and the ability to add new resources during the quoting process without leaving the current screen.
The Solution
The solution was to automate the creation of production sheets and invoicing. Building and manufacturing processes are now coupled but can be managed from one screen according to their needs.
The Outcome
Accounts can now receive payments to Xero, before and Fortix system automatically receives the payment information. This helps reduce cost of labour from inefficient invoicing and duplications.
PRODUCTIVITY
GROWTH
SRG Group is one of Australia’s leading corporate and small business, broking and claims management firms. They offer a professional, highly personalised service and tailor insurance plans to suit individual and corporate requirements and needs. In 2019, SRG Group was declared the winner as Top Brokerage in the area of Best Digital Strategy awarded by Insurance Business Award Australia.
The Problem
SRG faced productivity inefficiencies due to the tasks and processes required for proper compliance. A centralised and systemised deployment was required to increase their productivity growth.
The Solution
Every task is now recorded and assigned in Fortix as a work request. Work requests are classified and time-framed. The team can collaborate through work requests, see communication and status.
The Outcome
Every employee can see their current work pipeline and management can view the entire business pipeline to make key executive decisions. This has led to productivity growth for SRG Group.
Got Questions?
We love to help. Ask us anything about our service, software automations, integrations, community involvement and more.
If Fortix is a great fit for you, that will be obvious. If we’re not, we may well know someone who is.
Our responsibility to you is to make sure you leave the interaction feeling more confident about the decision you’re making.
