Elis 

Ireland

Overview

Elis Ireland needed a platform that could support far more than simple visit reporting. Before the
bespoke system was developed, many processes relied on paperwork and a limited third-party field-worker
solution that captured only minimal information and offered little long-term operational value.

iWorks developed a fully integrated operational platform that allows Elis to manage clients, sites,
service contracts, technicians, leads, quotations, sales workflows, overdue visits, and real-time monitor
alerts, reporting and performance analysis in one connected environment.
 

The Challenge

The original workflow was fragmented. Jobs could be completed and reports issued, but very little useful
business intelligence was being retained. There was no central source of truth for operational history,
contract workflows, service trends, real-time alerts or meaningful reporting across the organisation.

Elis needed a system that would:

• replace paper-driven processes
• store and reuse operational data over time
• give staff and management real-time visibility
• support technicians, representatives, managers and administrators
• improve contract, lead and call-out workflows
• track site activity and overdue service issues
• support national reporting and performance analysis
   

The Solution

iWorks designed and built a large bespoke platform around Elis’ real operational processes. The system
now includes approximately 250 pages, around 100 structured data tables and roughly 250 graphs and
visual dashboards.

Rather than acting as a single-purpose reporting tool, the platform functions as a central operational
ecosystem used across multiple roles and departments.
 

Core Modules
 

Client and Site Management

The system manages client accounts and multi-site structures, including active and inactive sites,
grouped customer records and user-level access to relevant locations.
 

Contract Management

Structured contract workflows support the creation of preventative, direct-sale, and curative contracts. Wizards
guide users through customer details, service details, add-ons, inspection requirements, and environmental
risk, purchase order details, payment method and final sign-off.
 

Lead and Prospect Management

Elis staff can track prospects, leads, quotations and conversions through dedicated dashboards and
structured tables. This supports visibility from the initial sales opportunity through to the completed contract.
 

Worksheet and Setup Management

The platform includes worksheet logs, master setup dashboards and operational setup tracking, helping
Elis manages service preparation and implementation across branches and service types.
 

Call-Out and Overdue Workflow

Dedicated dashboards track overdue visits, overdue call-outs, critical call-outs and expected service
dates, allowing teams to identify risk areas and act quickly.
 

Sales Performance Reporting

Representatives and managers can review performance against monthly, quarterly and yearly targets using
a wide range of dashboards, tables and charts.
 

Messaging and Communication

The system supports technician messaging and internal communication workflows, helping operational teams respond quickly and keep service delivery aligned.
 

Real-Time Monitoring and Alerts

One of the more advanced features of the platform is its integration with GSM monitoring of activity. Monitor
data is shared by Microshare as a stream, routed through AWS, stored in the Elis database and then
processed at regular intervals.

When relevant activity is detected on a monitor at a client site, the system alerts the appropriate
stakeholders, including technicians and representatives. All activity is stored, allowing Elis to build
a long-term history of monitor events and site-level trends.
 

Reporting and Analytics

The reporting layer is a major part of the solution. The platform provides around 250 graphs and
dashboards covering areas such as:

• sales performance
• prospect activity
• contract breakdowns
• call-out trends
• overdue visits
• recent site activity
• proofing issues
• motion alert history
• technician and branch-level analysis

This allows management to move beyond static reporting and work from live operational data.
 

Operational Impact

The platform has transformed the way Elis captures, stores and uses operational information. Instead of
one-off service records disappearing into disconnected workflows, the business now has a centralised,
real-time system that supports operational efficiency, data visibility and faster decision-making.

• reduced reliance on paper and disconnected systems
• real-time visibility for staff and clients
• better use of historical operational data
• improved response to overdue and critical service issues
• stronger reporting for managers and representatives
• greater efficiency across service, sales and contract workflows
   

Scale and Complexity

This is one of iWorks’ largest bespoke platforms. It supports a wide range of operational workflows,
user roles and business processes within a live service environment where real-time information matters.

The system has grown over time alongside Elis’ operational needs and now represents a substantial
enterprise-grade software platform tailored to a real business with complex field-service requirements.
  

Ongoing Support and Development

iWorks continues to support and enhance the platform, refining workflows, adding functionality and
responding to Elis’ evolving requirements. The system is not a one-off build; it is a long-term
operational asset embedded in the day-to-day running of the business.