Facts at a glance
Real estate and property management
Size of Company:
9000 employees in Canada
Employees manually entered information, which was time-consuming and provided room for error, ultimately slowing overall productivity.
A single, universal portal allowed every operational unit to purchase more easily with an all-in-one ticketing, automated features and centralize invoicing.
- Complete migration of client's employees into one portal.
- Streamlined workflows with fewer steps for end users.
- Consolidatedinvoicing processes.
- Significant time savings
Insight’s Supply Chain Optimization solutions simplify the process of procuring, maintaning and replacing the technology clients invest in to run their business.
A Canadian real-estate and property-management company with its head office in Markham, Ontario, approached Insight Canada with a major pain point in their operational system. The company was a current client and had been using a customized myInsight portal that was set up prior to 2020. In those original requirements, their 80 operating units each had their own account number at Insight so that the client could keep track of purchases. After more than a year, the client expressed a challenge that receiving separate invoices for all 80 units was time consuming and cumbersome. Their users also had to know which account number to use in advance, which many of them didn’t—and this caused many errors. The company wanted to consolidate all of their invoices to allow for easier accounting. They also wanted their users to have less information needed before placing an order, and implement approval workflow as part of the purchasing process.
Insight Canada’s account managers collaborated with their ecommerce department colleagues to design a rollout plan from cradle to post delivery. The proposal detailed the consolidation of the company’s 80 accounts onto one single account number. The user experience was redesigned with a few significant changes, including setting up the approval process in advance, and ensuring that all users had the same experience regardless of their operational department. Because the company was already a client, they promoted the Insight team to full project management approval over the entire implementation process.
To save the client time and costs, Insight proposed that they would manage one portal via Insight.com, and remove the 80 different accounts that existed internally. Furthermore, the new portal would no longer require end users to manually add in certain information, and would automatically route the orders for approval. This newest iteration would already be preprogrammed and fully automated for every scenario. Using this new process the client can receive 1 invoice to a centralized location—saving on thousands of invoices every month. With the advanced functionalities of Insight.com’s Supply Chain Optimization solutions, the client would become free to maximize their productivity in other areas of the business.
Beginning in February 2021, the Insight ecommerce and sales teams provided the client with customized training documentation, and customized welcome emails to all employees.
Users were easily able to create their access and could begin placing orders immediately, confident in the fact that their order would be properly routed for approval. This new portal was easier to navigate, with fewer clicks and less questions being raised. Each user’s individual project code was even entered by default for every order!
Insight provides continuous management of the portal by adding and removal of approvers and admins as per the client’s request, checking on End-of-life products and proactively replacing them with current models.
The project successfully culminated in April 2021 with the Insight team working diligently to deliver the results on-time. In addition, Insight went from a three-bid partner for quotes to a single chosen partner for all approved peripherals.
The delivery of this project exceeded the client’s expectations by providing them with exceptional innovation and a streamlined product purchasing system—completely managed by Insight.
Due to the client’s overall satisfaction with this and previous initiatives that have covered all areas of the business, a trusted relationship between both companies continues to move infinitely forward. To that end, Insight is currently offering up consolidation solutions to migrate the client’s US and Australian operations onto portals similar to the Canadian one, managed by, you guessed it – Insight.com!