01
Clearer Sales Pipeline Visibility
Gain full traceability of quotes and follow-ups, ensuring no opportunities are missed and Appointed Persons are always aware of job statuses, preventing last-minute delays.
Operational Excellence & Scalable Growth
From manual diaries to a Single Source of Truth.
Aligning machinery, transport, and engineering operations through a unified commercial system.
Current Tech Stack
InspHireSageMicrosoft OutlookExcelCollins Paper Diaries
Why this matters commercially
County Lifting will gain clear visibility across all operational areas.
County Lifting's rapid growth has introduced operational complexities, with current systems struggling to keep pace. This engagement aims to address these challenges by centralising information and streamlining critical workflows.
By implementing a connected approach, County Lifting will achieve greater clarity across sales, fleet, and warehouse operations, enabling more informed decision-making and proactive management.
"We're looking for somebody to look at what we do and come back with an answer, how to make that smoother and more functional, more usable."
02
Proactive Fleet Maintenance Management
Replace manual diaries with a digital system to track service dates, MOTs, and tax, ensuring all vehicles are compliant and operational, reducing reactive disruptions.
03
Enhanced Warehouse Oversight
Move beyond spreadsheets to effectively manage long-term storage, accurately track high-value items, and simplify insurance extensions, reducing costs and administrative burden.
The journey forward
A structured path to operational clarity.
- Step 01
Engagement
Formal sign-off and shared environment setup in the Forbidden portal.
- Step 02
Kickoff
Alignment session to lock in the roadmap, key milestones and success metrics.
- Step 03
Implementation
The strategic transition, integration and configuration workstreams.
- Step 04
Enablement
Team training and process documentation to ensure confident adoption.
- Step 05
Launch
Final validation and go-live, moving the business onto its new foundation.