Palmetto Air and Water Balance is a strong regional business with plans for continued expansion. Before moving forward, they knew they needed to standardize their operational procedures between branches and move off of paper and into the cloud.
With existing systems facing vendor lock-in and escalating rates, the company’s leaders realized that they needed to pursue a new digital transformation to empower their team with an end-to-end system tailored to their needs.
The Solution
Worthwhile worked with Palmetto’s entire team to map out the team’s processes, replacing a more costly application with complementary web-based administrative and mobile field work applications–Air One and Air Capture. The resulting solution provided Palmetto fine-tuned tooling for initial bids, sales, job planning, scheduling, field data capture, and final reporting. Crafted through a rigorous, collaborative design process and incorporating elements of CRM and ERP functionality, Air One and Air Capture allowed for increased project speed and accuracy, all while reinforcing standards and empowering growth.
