Doubling Revenues with the Same Staffing Levels

Data Balance had invested a significant amount of money into their software system, but it had a poor user-interface design, was difficult to use and lacked features needed to manage and grow the business. ServiceCEO changed all that and helped Data Balance double its revenues in 2004 without adding staff.

Company Overview

Data Balance is a leading computer services company servicing the greater Tampa Bay area. Data Balance offers a full range of services, including hardware and software installation/support, network set-up/administration and security.

Size: 7 employees
Year Founded: 2001
Headquarters: Clearwater, FL
Decision-Maker: Jon Lawrence, President

Data Balance's Challenges

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Data Balance had invested a substantial amount money and resources into their software system, yet it had a poor user-interface design, was difficult to use and lacked features needed to help manage and grow the business
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Product upgrades were minimal at best (mostly fixing bugs in software) with no new features offered to Data Balance
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An increasing number of staff complaints about the current software product

Data Balance's Solution

Although it was a tough decision for Lawrence to switch software products, the bottom line was that his current software Solution did not meet his business needs. Lawrence began a second search for a new software Solution. He researched 12 different software packages and took particular notice of software features, company strength and price.

Data Balance's Criteria for Software Company

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Dedicated to future software investments, improvements and upgrades
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Talented team
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Strong technical support
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Cutting-edge company that remains ahead of the competition
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Follow-through on commitments

Data Balance's Criteria for Software Product

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Usability - carefully designed user interface, quick and easy to use
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Flexibility - fits every business need, configures different reports, tables, etc.
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Scalability - software supports and grows with company
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Security - ensures data integrity, confidentiality, and security
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Performance - reliable product with high-speed performance
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Strong scheduling, tracking and reporting features
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Integrated customer information for easy customer relationship management

Final Decision
ServiceCEO and Insight Direct met all of Data Balance's criteria. Lawrence was impressed with ServiceCEO's scheduling features, which outperformed any other competitor. No one came close to the capabilities and user-friendly interface of ServiceCEO's Dispatch Board.

Implementation Timeline

October 2003 to January 2004
Tested software with employees
February 2004
Signed contract with Insight Direct for ServiceCEO license
Data Balance converted their own data
Company went "live" with ServiceCEO

Overall Business Impact

Prior to working with ServiceCEO, Data Balance was losing money. ServiceCEO helped reverse that trend and they are now profitable.

First Year Using ServiceCEO
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Greater than 100% increase in revenues
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Approximately 30% decrease in expenses

Data Balance's Benefits
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More efficient job scheduling and drive time optimization saved one hour per technician per day which generated $75,000 in new billable revenues the first year
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Generated increased business volume (i.e., more than doubled business from July 2003 to July 2004 with same staff)
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Allowed expansion into more service offerings (i.e., service plans)
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Increased company organization
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Improved customer service and customer loyalty
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Enhanced professionalism
• Happier and more productive employees


Data Balance is leading computer services company servicing the greater Tampa Bay, FL area