For John Cappuccio, Operations Manager at Techifi, taking over operations meant untangling a mess of disconnected software. The Portland, Oregon-based AV integration company, an eight-person team, was cobbling its workflow together from a patchwork of bolted-on tools, and nobody was quite sure which system was supposed to be used for what.
"When I came to Techifi and took over the operation, we were using a lot of bolted-on pieces of software to make the operation run, and no one quite knew which software was used for what," Cappuccio says. "It was a lot of scrambling to look for the proper solution to execute on our work."
From Scattered Tools to a Single Pane of Glass
That search led Cappuccio's team to D-Tools System Integrator (SI), a platform he found had everything the business needed, letting Techifi run from one connected system instead of a half dozen disconnected ones. The results were strong enough that in September 2024, Techifi took the next step and migrated from D-Tools SI to web-based D-Tools Cloud.
"We took a look at D-Tools and realized that there was a software platform that had baked in everything we would need, allowing us to live in a single pane of glass, and it's been very successful for us," Cappuccio says.
The move to D-Tools Cloud was driven largely by usability. Cappuccio says the cloud-based platform's more visual, intuitive interface made it faster to bring new team members up to speed.
"We found that D-Tools Cloud was much more visually rich and a lot easier and more intuitive for people to use," he says. "It's been easier for us to train our employees, easier to onboard, and easier to execute our business."
One Platform, Every Stage of the Business
Today, Techifi runs its entire operation on D-Tools Cloud, from sales and project management to procurement, time tracking, and billing.
"It's been a real boon for our business," Cappuccio says. "Living in a single pane of glass and being able to see all activity within one platform has really increased our velocity of execution."
That visibility has paid off directly on the balance sheet. With every team member working from the same system and able to see billing status in real time, Techifi has seen a dramatic drop in accounts receivable, along with more projects finishing on time and on budget.
"With D-Tools Cloud, we've seen a dramatic decrease in our accounts receivable. Having all of our team members dialed in and looking at billing, and having that visibility, has allowed us to drastically cut our AR as well as increase our on-time, on-budget projects." -- John Cappuccio, Techifi
Service Module Drives Fast Turnaround
Cappuccio points to the service module in D-Tools Cloud as being particularly important.
"My favorite part of D-Tools Cloud would be the service module," he says. "We believe that service sustains success, and the service module allows us to execute on our service very efficiently and effectively while also invoicing for that service on-site, which allows us to quickly turn over those service calls."
Staying Connected to Where the Platform Is Headed
Techifi has also made a point of staying close to the D-Tools community, attending the D-Tools User Conference to compare notes with other integrators and get a look at where the platform is going next.
"We came to the D-Tools user conference to network with other AV integrators, hear how they're running their business, and get deeper insights into the D-Tools platform, where it's going, and how that will affect our business in the future," Cappuccio says. "It's been great."
For Cappuccio, D-Tools' responsiveness is as much a part of the value as the software itself.
“I believe a differentiator for D-Tools is the accessibility of their team. There are many opportunities to ask questions that are critical to your business and get quick answers, allowing you to move quickly,” Cappuccio adds.
That combination, a single connected platform plus a team that's quick to answer, is what's made Techifi's move from D-Tools SI to D-Tools Cloud pay off: one source of truth, a team that's easier to train and run, and a business that gets paid faster.
D-Tools is the Integration Business Platform for the technology integration industry. D-Tools Cloud is the company's web-based Software-as-a-Service (SaaS) solution, giving residential and commercial integrators a single platform to manage proposals, project management, procurement, service, and billing from one connected system.
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