Powering Smarter, Faster Service Delivery

The Challenge

An established IT services business was struggling to track and manage its field-force teams who were carrying out installations for clients across multiple locations. With projects running simultaneously, managers had little visibility over what stage each job was at, which teams were assigned, and how resources were being used. Reports were often delayed, making it difficult to understand overall performance or identify bottlenecks.

The business needed a solution that could give them real-time visibility of their operations and simplify the way projects were managed from start to finish.

The Solution

The IT company implemented TEB Workforce Management to track and coordinate their field-force teams. Using the platform, managers could see exactly which projects were underway, where team members were located, and how tasks were progressing. GPS tracking and real-time updates ensured every installation could be monitored as it happened.

They also configured a custom pipeline in TEB to mirror their unique project processes. With kanban-style drag and drop management, projects could be updated quickly and easily. This gave teams a clear and visual way to track progress, avoid duplication, and keep clients informed.

At the same time, senior leaders started using the TEB Management Dashboard. This gave them a full overview of the heartbeat of their business at a glance. From one screen, they could see how many projects were being completed, which meetings were taking place, and the revenue being generated.

The Results

By adopting TEB, the IT services company transformed the way they worked:

• Improved visibility across all projects with live tracking of field-force activity

• Faster project updates through drag and drop pipelines that reflected their exact processes

• A connected workforce that stayed aligned whether in the office or on-site

• Smarter decision-making for management through the dashboard overview of operations and revenue

What was once a process filled with gaps and delays became a streamlined, transparent system that kept teams and managers aligned. Clients benefited from faster installations, better communication, and a more professional service overall.

The outcome

For this IT business, TEB was more than just a tool. It became the central platform that connected their people, projects, and performance. With workforce management, custom pipelines, and the management dashboard working together, the business gained full visibility, stronger control, and the efficiency to grow with confidence.

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