We work across many sites and clients regularly request additional services. Our Key Account Managers were preparing quotes using Word and tracking and updating them using Excel.
It meant that our central management teams had no clear view of sales across all our facilities services sites and each month, a lot of time had to be spent working with our central finance team checking what work that had been completed and which could be invoiced.
This lack of transparency also made it harder to forecast future resourcing requirements. Added to that, there was a concern that work was not being invoiced in the correct timeframe.