a
Case Study Professional Services Dynamics 365 Field Service CRM

Bidvest Steiner Supercharges Efficiency
with Dynamics 365 Field Service

Client
Bidvest Steiner
Industry
Professional Services
Location
South Africa
Solution
Dynamics 365 Field Service

The Requirement

Bidvest Steiner faced inefficient scheduling, manual data handling, operational delays, and non-conformance management challenges that were hindering growth and service quality.

The Solution

Dynamics 365 Field Service was implemented to bring automation, real-time data integration, and streamlined workflows to Bidvest Steiner's field service operations across South Africa.

The Impact

Bidvest Steiner now has streamlined field service operations, real-time insights, offline audit capabilities, and a scalable platform that sets a new standard for customer experience.

01 · The Client

About Bidvest Steiner

Bidvest Steiner is a leading service-oriented organisation providing hygiene rental equipment, office consumables, deep cleaning, and pest control services across South Africa. They serve various sectors including government, medical, recreational, hospitality, and corporate facilities.

As a business that depends on field auditors visiting client sites daily, operational efficiency and data accuracy are critical to Bidvest Steiner's ability to maintain its service standards and grow its footprint across South Africa.

Bidvest Steiner Field Service
02 · The Requirement

The Challenge

Bidvest Steiner faced several operational challenges that were limiting their efficiency and hindering scalability. Without a unified system connecting scheduling, data, and field operations, the business was absorbing unnecessary costs and delays across the board.

  • Inefficient scheduling and resource allocation - manual work order scheduling created delays and led to underutilised field resources
  • Manual data handling and entry - reliance on manual processes for managing audit tickets and contracts increased error risk and slowed workflows
  • Operational delays in non-conformance management - without a streamlined system, response times were slow, impacting service quality
  • No offline capability - field auditors had no ability to capture data in areas without internet connectivity
  • Disconnected systems - no integration between scheduling, data, reporting, SharePoint, and PowerBI

With Dynamics 365 Field Service, Bidvest Steiner now has streamlined field service operations, real-time insights, and a new standard for customer experience.

03 · The Solution

How Decision Inc. Delivered

Dynamics 365 Field Service was selected to address Bidvest Steiner's operational challenges - bringing automation, real-time data integration, and streamlined workflows to their field service operations. The solution replaced inefficient, disconnected manual processes with a comprehensive, future-ready platform.

Automated Scheduling & RSO

Replaced manual scheduling with the Resource Scheduling Optimisation (RSO) tool - automatically assigning work orders based on location, travel time, and resource availability.

Unified Data Platform

Dynamics 365 integrates all customer data, service records, and audit tickets into a single platform - improving accuracy and providing the team quick access to critical information.

Non-Conformance Handling

Automated workflows enable faster response times and proactive management of non-conformance issues - minimising operational delays and maintaining service standards.

Integrated Data Access

Seamless integration with PowerBI, SharePoint, and offline access through the Field Service Mobile app ensures field teams can access and update data anytime, anywhere.

Custom Logic & Reporting

Tailored fields, business rules, and reports - including the Deep Clean Audit Report - adapted to Bidvest Steiner's specific processes and compliance requirements.

Error Reduction

Shifting from manual to automated systems significantly reduced human error - delivering more reliable, consistent service and improving overall data integrity.

The solution also introduced offline capabilities - allowing field auditors to complete tasks and capture data even in remote areas without internet connectivity. Daily vehicle inspection requirements and business rules were enforced in the system to maintain compliance and operational consistency.

"Bidvest Steiner has significantly improved its operational efficiency and data management capabilities with the implementation of Dynamics 365 Field Service. The automated scheduling and comprehensive data integration have enhanced their service quality and customer satisfaction."
Andries Bezuidenhout
Andries Bezuidenhout
Principal Consultant & Tech Lead: Modern Workplace, Decision Inc.
04 · The Outcome

Operational Transformation

Since implementing Dynamics 365 Field Service, Bidvest Steiner has turned operational challenges into a streamlined, future-ready system. The solution's offline capabilities, integrated reporting, and automated scheduling have brought consistency and reliability across their field operations.

  • Work orders for hygiene and vehicle audits are now created, scheduled, and optimised automatically using RSO - eliminating manual effort and scheduling errors
  • Audit results and proof of delivery reports are automatically generated and uploaded to SharePoint for full transparency and accountability
  • Field auditors can complete tasks offline in areas without connectivity - syncing data when back online seamlessly
  • Non-conformances are flagged and managed proactively through automated workflows - reducing response times and protecting service quality
  • Integration with SharePoint, PowerBI, and Exchange simplified document handling, reporting, and communication across teams
  • Scalable platform now sets Bidvest Steiner apart in delivering faster, smarter, and more reliable field service experiences
Bidvest Steiner Outcome
Upload cs_bidvest_outcome.jpg
"The guys at Decision Inc. were very methodical in their approach. The project was delivered on-time and met all our expectations."
Colin Corbett
Colin Corbett
CIO, Bidvest Steiner