In 2014, Mi-Corporation worked with Rochester, NY-based Doyle Security Systems on implementing a Mi-Forms mobile forms solution for their sales order entry process.
Mi-Forms was able to integrate with Doyle's security automation platform, as well as the company's SedonaOffice accounting and service software. "We were able to build workflows within the tool," said Devon Ritch, Director of Information Technology at Doyle Security Systems. "They did more than just automate the forms."
Doyle Security Systems was recently featured in an article by Field Technologies Online about their experience and results gained from switching from a paper-based data collection process to a Mi-Forms mobile forms solution.
Magazine Article | July 24, 2015
Securing Mobile Sales, Service Efficiency
By Brian Albright
Mobile forms have helped Doyle Security speed invoicing by 25% and drive efficiency gains that increased margins.
Doyle Security Systems is well known for helping its customers keep their homes and businesses safe, but paper-based, manual contracting processes produced unnecessary delays between the time the company’s clients signed up for service and when the alarm systems went live. A new digital sales order entry system has helped the company improve contracting efficiency and even led to an 11 percent increase in profit margins through improved processes.
Rochester, NY-based Doyle provides commercial, residential, and medical alarm systems to thousands of customers in New York and Erie, PA. As part of the process of signing up new customers, Doyle’s sales representatives had to create multipage contracts, have them signed by the customer, and then circulate those documents across multiple departments before service could begin.
The paperbased system required manual rekeying of customer data collection when new sales orders were created. This led to lost order or contract forms, inaccurate data entry, and delayed sale and service activation.
The multipart forms were handled by sales, internal operations, accounting, the central security station call center, and the technicians installing the equipment and then were routed again after installation through accounting and the call center. The system was inefficient and errorprone and extended the amount of time it took for Doyle to get new customers online and bill them.
“It really hurt our efficiency,” says Devon Ritch, director of information technology at Doyle Security Systems. “Everybody needs a piece of that information, but passing it through departments often sent the documents into a black hole. It took several days for the process to happen. We wanted to automate that process.”
The mobile forms solution was able to both eliminate paper documents and accelerate all of the associated contract processes. “Now, once a contract is signed, everyone has the information within the hour,” Ritch says. “We can get a new customer online in two or three hours.”