Case Study

Controllor Security Systems Streamlined Operations with FieldHub

Controllor Security Systems Streamlined Operations with FieldHub
A case study in how Controllor Security Systems streamlined operational efficiency using FieldHub

Executive Summary

Controllor Security Systems is a premier central station installation and monitoring company. With a deep family history in the industry, they were looking for software that could streamline their operational efficiency. By using FieldHub, Controllor Security Systems was able to transform the way that they managed their business, resulting in more efficient field services management. FieldHub is an all-in-one cloud ERP that makes it easy for security integrators to implement and instantly see operational improvements.

Company Overview

Controllor Security Systems began in 1980 as a manufacturer of alarm parts, then started providing central station monitoring and installation services. Over the decades, they have expanded their operations to include multiple locations, making seamless integration and efficient management of remote work critical to their success.

The Challenge

Controllor Security Systems struggled with several key issues with their current software:

Poor Functionality for Technicians On-the-Go: The field technicians faced frequent issues with their current software’s app, negatively affecting their productivity.

Remote Access: Other ERP software did not support remote access efficiently, complicating remote access to the system from off-site locations, which is a core component of Controllor Security Systems’ work.

Inefficient Operational Processes: Manual processes for inventory management and purchase order creation led to significant inefficiencies and time wasted.

Controllor Security Systems needed an all-in-one software for security integrators that could do it all, from accounting to operations management.

The Selection Process

During their search for a new ERP solution, Controllor Security Systems prioritized finding combination software that included central station and accounting, was user-friendly, and facilitated remote work for their technicians. Controllor Security Systems also needed a platform that would be easy to train their employees on.

FieldHub emerged as the ideal solution, offering a comprehensive platform that addressed all their needs.

Smooth Implementation

The migration to FieldHub was a major project, but the process was smooth and well-supported by the FieldHub team.

Key aspects of the implementation included:

Data Migration: FieldHub provided a robust, cost-effective migration platform. FieldHub assigned a dedicated employee to oversee the implementation who played a crucial role in ensuring the data migration went smoothly while maintaining a human touch for a complex process.

Robust Training and Support: FieldHub’s training resources and support were instrumental in helping Controllor Security Systems easily and quickly transition their staff to the new system. By accessing FieldHub’s comprehensive training materials, Controllor Security Systems could get started with FieldHub immediately. FieldHub’s support team was always available to answer any questions Controllor Security Systems had.

The FieldHub Solution

FieldHub’s platform integrated sales, field service, inventory, accounting, and more into a single, user-friendly interface that was easy to use, resulting in streamlined operations for the entire company, whether the software was being used by field technicians on-the-go or by employees in the office.

FieldHub features included:

Remote Work Capability: Enables seamless access for remote employees, significantly improving efficiency and crucial for employees on the go. Employees can access FieldHub using a web browser and secure 2-factor authentication, eliminating the need for VPNs and virtual desktops.

Inventory Management: With automated material requests and purchase order creation, Controllor Security Systems reduced their manual workload and human errors.

Ease of Use: With simplified training for new staff, Controllor Security Systems could reduce the learning curve from months to just a few weeks.

Field Technician Support: Technicians can easily view their schedules, access scope templates, and add notes or pictures, enhancing their productivity and making their jobs that much easier.

The Results

Controllor Security Systems saw immediate results that improved their operations, productivity, and efficiency–all of which translated to more satisfied employees and more streamlined business processes.

Enhanced Efficiency: With streamlined processes and reduced manual tasks, FieldHub freed up valuable staff time to focus on more critical tasks.

Simplified Inventory Management: Automated processes for inventory requests and purchase order creation improved accuracy and speed, making inventory management processes more efficient. Material requests are now automatically sent to their warehouse, and a PO is created with the click of a button.

Faster Training: With FieldHub, training new staff became significantly faster compared to their previous software, reducing the training period from several months to less than a month. This accelerated training empowered new employees to start contributing sooner.

Field Technician Satisfaction: Technicians at Controllor Security Systems reported increased job satisfaction and productivity. They could easily see scope templates, understand their tasks, and add pictures and notes while on the job.

Streamlined Workflows: With FieldHub’s pre-set features built for alarm integrators, Controllor Security Systems created a streamlined workflow for client retention involving a multi-tier review process, and could utilize checkmark lists for efficient management of terminations and client installations.

Faster Quoting: Sales staff can now create and send quotes from the field, speeding up the sales process and improving customer satisfaction.

“I can meet with a client onsite, take notes, and send a complete proposal (including a scope template) before leaving the parking lot. Clients are amazed, often saying, ‘I waited 3 days for a quote before, and you’ve already sent it!”

Conclusion

FieldHub provided Controllor Security Systems with a robust, cloud-native ERP solution tailored to their specific needs. The transition from their old system to FieldHub resulted in significant improvements in efficiency, remote work capabilities, and overall operational efficiency.

A well-integrated industry-optimized ERP like FieldHub can provide value across businesses, from sales to operations to inventory management.

In the words of John Luks, President of Controllor Security Systems, “Everything is a lot smoother. And as a manager, I have my hands around everything a lot easier–I’m not getting blindsided by things I didn’t know about anymore.”

Sign up for a free demo of FieldHub today.

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