THE CHALLENGE
When the current leadership team took the reins in 2018, March Elevator had ambitious goals for growth, but their paper-based systems and manual processes were holding them back. Everything from work orders and payroll to customer communication was tracked by hand, limiting scalability and operational efficiency.
At the same time, the team recognized that true digital transformation would require more than just software. They needed a flexible, secure, and future-proof technology foundation that could scale with them. They explored multiple options, including Lift Keeper, which catered to the elevator industry but offered limited flexibility and shared feature sets across all customers; and broader platforms like Salesforce, which lacked the elevator-specific workflows and terminology they needed.
Ultimately, these options felt like compromises. March Elevator didn’t want a cookie-cutter tool or a generic CRM requiring extensive customization and external development resources. They needed a system that could:
- Eliminate manual workflows and paper-based systems
- Scale efficiently without ballooning the admin team
- Integrate with Microsoft’s cloud environment for security and long-term support
- Support customizations that deliver a competitive advantage
- Evolve alongside ongoing changes in cybersecurity, compliance, and ERP technology
FIELDBOSS emerged as the only solution that met all these criteria. Built specifically for the elevator industry on Microsoft Dynamics 365, it offered the balance of industry expertise, customization, and long-term technological stability that March Elevator needed to confidently grow.