Surveying Consultants Case Study
Project at a Glance
About Surveying Consultants:
Surveying Consultants has earned a reputation of providing quality professional land surveying and mapping services since being founded by Terry Hatchell in 1983. They provide services to customers within the Coastal and Low Country regions of South Carolina. They are dedicated to providing their clients accurate surveys and plats that are produced in a timely manner, with the quality and results expected of highly trained professionals, in a cost effective process. They employ the latest technologies, and yet do the hard work on the ground when needed.
Industry:
Professional Services
Service Delivered:
ERP Consulting
ERP Implementation
ERP Custom Development
ERP Support & Maintenance
Location:
The Challenge:
Surveying consulting had an older system where multiple problems occurred. Making improvements took forever and budgets ran way over estimates Adatasol was chosen for the ability to quickly ascertain the problem, recommend a solution and complete the project in a timely fashion and on budget.
About The Visionary:
Surveying Consultants Controller was tasked with improving the legacy system. The goal was to find easier, faster and economical ways to provide better information and control of the bottom line. He worked with the staff to define the requirements.
The Vision:
As a busy small business with many customers, estimates, proposals, work orders, and projects in motion all at the same time, they needed a centralized system for efficiently tracking everything. It allows them to easily select from existing clients when they get repeat business, and makes sure that supporting documents for a customer are organized, and documents generated for the customer are consistent and accurate.
Adatasol’s Solution:
Their current solution is ever growing, and provides numerous efficiencies and quality controls: Generating proposals; generating Estimates/Bids, customer tracking and history, customer documents (invoices, bids, etc), ganttchart scheduling for internal departments (their newest feature). It also allows them to do data mining – e.g. how many Proposals become actual work orders. The overarching goal is to provide an efficient, organized, searchable system for their processes. This helps to limit mistakes, provide visibility and consistent information across the organization about the state of a project, eliminate internal paperwork, and produce consistent documents to the customer. It helps to streamline the flow of projects within the organization.
Services We Delivered for Surveying Consultants
This project required Adatasol to replace an unreliable legacy system with a centralized business management platform covering the full lifecycle from customer proposals through project execution, scheduling, and document management.
ERP Consulting
We worked with the company's Controller and staff to define requirements for a system that could handle the complexity of a busy surveying operation — managing simultaneous customers, estimates, proposals, work orders, and active projects while maintaining consistency, organization, and document quality.
Custom Development
Our team built a unified business management platform featuring proposal and estimate generation, customer tracking with full history and repeat-business shortcuts, organized document management for customer-facing deliverables, Gantt chart scheduling for internal departments, work order management, and data mining capabilities for conversion analysis — such as tracking how many proposals become actual work orders.
ERP Support and Maintenance
The system continues to grow with Surveying Consultants' needs. Adatasol maintains an ongoing relationship, adding new features — including the Gantt chart scheduling module — as the business identifies new opportunities for efficiency.
Implementation
We deployed the system across Surveying Consultants' operations, trained staff on each module, and ensured the transition from the legacy system was smooth with minimal disruption to active projects.
ERP for Professional Services Firms
Surveying Consultants represents the professional services challenge — multiple active projects, proposals, and customers in motion simultaneously, with a need for consistent document quality, internal scheduling visibility, and operational reporting. Whether the business is surveying, engineering, consulting, or architecture, the core need is the same: a centralized system that keeps everything organized, searchable, and visible across the team.
Learn more about how Adatasol serves professional services firms →
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