- Industry
- Electrical services for the built environment (commercial, industrial and residential projects).
- Client Type
- Established SME with a mixed operations, project and service workforce.
- Business Goal
- Modernising a long-established electrical services business as next-generation leadership takes over.
- Services Delivered
- Business Process Redesign · SOP Development · CRM Foundation · Workflow Design
- Project Focus
- Second-generation leadership is taking the business forward. The current operating model relies heavily on tacit knowledge and manual coordination, and needs to be modernised to support growth without losing what the founder-generation built.
What this business was working through
- Heavy reliance on the founders and senior technicians for job knowledge, quoting and customer follow-up.
- Manual and paper-based workflows across quoting, site coordination and after-service follow-up.
- Limited visibility across active projects, service jobs and customer history.
- Customer follow-up dependent on individual staff memory rather than a structured process.
- Difficulty onboarding new hires because SOPs and job standards were not written down.
The work that moved the needle
Business Process Redesign
Reviewed and redesigned core workflows across enquiry, quotation, project execution and after-service.
SOP Development
Documented standard operating procedures for the most knowledge-dependent processes, so the business no longer relies solely on memory.
CRM Foundation
Helped build an integrated CRM to hold customer records, project history, service jobs and follow-up actions in one system.
Workflow Design
Simplified how jobs move between office, site and finance teams, reducing chase-ups and lost information.
Change Support
Worked hands-on with next-generation leaders and operational staff on adoption, so the new model was used in day-to-day work.
What changed for the business
- Improved internal visibility across active projects and service jobs.
- Stronger customer follow-up supported by a structured CRM instead of memory-based tracking.
- Reduced dependency on the founder-generation for day-to-day operational knowledge.
- Clearer roles and responsibilities across office, site and finance functions.
- A more scalable operating model to support the next generation of leadership and future growth.
Explore what powered this engagement
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