Case Study: Design Mechanical achieves 20% revenue growth with XOi Technologies

Design Mechanical increases revenue by 20% with XOi Technologies

Design Mechanical, Inc., an enterprise HVAC and mechanical service provider, faced challenges with a mix of disconnected tools like COINS ERP+, Fluix, and Excel. This patchwork system created heavy manual data entry, slowing their quoting process from hours into days or weeks and causing billing disputes and cash flow delays. To address this, they turned to XOi Technologies for a solution.

By implementing XOi's platform, Design Mechanical streamlined quoting and documentation with customized workflows and visual proof of work. This solution reduced quote turnaround to hours and typically garnered customer approvals within 24 hours. The measurable impact for the customer was a 20% increase in revenue, an 80% increase in customer approval ratings, and a 65% reduction in invoice disputes, as achieved with XOi.

Design Mechanical, Inc