fbpx

Service Operations

Service Operations, or ServOps as it’s frequently shortened to, combines a number of different disciplines.

It covers the worlds of project, sales and service management.

Do you run a business involving Projects and Time Management?

We should talk….

👋

Book a FREE Session

Three things. One handy system.

Service Operations, or ServOps as it’s frequently shortened to, combines a number of different disciplines. It covers the worlds of project, sales and service management. Typically each of these areas has been managed independently with their own dedicated software tool. Now though, we’re seeing a trend to bringing these three critical elements together on a single platform.
It’s a natural evolution because there is such a clear overlap between project, sales and service management. We’re great believers in the principle of Service Operations and much of our own efficiency is down to having greater control over the operational side of our business. That means when we’re working on ServOps projects for our clients, that we have a real-world context that means we can make smart operational process decisions together.

Accounting and Bookkeeping

You’re accounting masters. You’re brilliant at what you do and your clients love you. How’d you like to spend more time helping them? We help accounting practices develop smarter, more profitable ways of working.

Agencies

You’re creative masters. You’re awesome at what you do. How’d you like to spend more time ‘doing’ it, rather than ‘managing’ it? We help agencies like you develop smarter, more profitable ways of working.

Consultants

You’re at the top of your consultancy game. You’re busy doing valuable work with clients who are getting results. How would you like to spend more billable time with them? We help consulting businesses develop smarter, more profitable ways of working.

What Features Do ServOps Systems Have?

Workflow Automation

Use triggers, custom fields and automation to improve your business processes and workflows – speeding up operations.

Centralised Inbox

View all client communication in a single place – increasing efficiency between areas of the business.

Project Scheduling

Use budgets and templates in order to quickly see the current status of projects in real time.

Forecasting

Use a combination of pieces of information such as deals, budgets, project timelines and more to forecast forward.

Automated Timesheets

Remove the hassle of time sheets with a system which can track emails, calendar entries and notes in real time.

Client Portal

Collaborate with your client to enable them to sign off work, approve invoices, see project statuses and more.
The industries we’ve listed above are broad, but the truth is we’ve worked with a huge range of specific industries and implemented service operation software for the following specific sectors.
R
Business Consultancy
R
Legal
R
Trades
R
Architects
R
Creative Agencies
R
Government
R
Graphic Designers
R
IT & Web Services
R
Human Resources
R
Developers
R
Healthcare
R
Arts
R
Engineering
R
Real Estate
R
Marketing
R
Non-Profit
R
Finance
R
Education

Service Operations Partners

R

Book A Free Call

Our first Call (approx 30-45 mins) will go through your broad requirements, what you do as a company, and how we can hopefully help.

We’re proud of our history and some of the amazing brands we’ve worked with.

Please use the calendar in order to book a time to suit you.

We look forward to speaking with you.

Service Operations Client Stories

The latest stories, news and helpful updates from the team at Waypoint.
Lancaster Consulting – Client Story

Lancaster Consulting – Client Story

We worked with Adam and his team to understand the current process for managing projects. This involved a mix of spreadsheets and paper based documentation. Once we got to grips with the current way of working we were able to develop a new process that would give Adam the visibility needed to manage the day-to-day operations and plan for the future.

read more
Statuses, Progression and Actions in Accelo | 101 Series

Statuses, Progression and Actions in Accelo | 101 Series

The three amigos of any and all Accelo builds. How these three functions interact with each other creates the fundamental automation of Business Process required to get the most out Accelo. Statuses Accelo uses status to determine and telegraph a records standing at a...

read more