The contextA maintenance business · Tracking field visits
Fictional scenario

B2B technical maintenance

A maintenance business

Commercial building maintenance through service contracts and one-time work.

Illustrative profile · all figures are fictional

Annual revenue · 2025
€6.2 million
employees
40
in the same region
2 branches
field visits per month
900

Existing tools

  • Email
  • Shared schedule
  • Shared folders

The need

Prepare field visits and close cases without follow-ups.

Instructions are scattered across emails and schedules. Incomplete cases delay field visits and invoicing.

Engagement objective

A shared case file, from request to closeout.

Clarify information, responsibilities, and statuses before testing a tool with the teams.

Illustrative objectives · no measured results.

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