Lew Wolfe Pools Makes a Splash with aACE

Lew Wolfe Pools Makes a Splash with aACE

Lew Wolfe Pools has been servicing and maintaining pools in the Philadelphia area for approximately 20 years. Formerly a family-owned business, LWP was acquired by aACE partner All Solutions 360 in 2018. The company was doing well, but new owner Bryan Anderson immediately realized there was a problem: they used QuickBooks for accounting, and everything else was done the old-fashioned way – on paper. If he wanted his new venture to grow, Bryan knew he had to modernize his business operations.

As an aACE partner, Bryan already knew what the solution could do. But that doesn’t mean that he took the decision to implement it lightly. He and his team did their due diligence, examining both general business management solutions and industry-specific software. What they found was that only one solution could power their growing business while remaining adaptable enough to add support for workflows unique to their industry.

That solution was aACE.

Challenges & aACE Solutions

From Weeks-Long Invoicing to Push-Button Billing

When Bryan first took over the business, describing the monthly billing as a time-consuming task would have been a major understatement. During their off-season, the process of collecting and approving the previous month’s invoices could take up to seven days. In the busy summer season, that time more than doubled to 17 days – over half a month spent just catching up with the previous month’s billing. “We’d have hand-written tickets, and we’d have to go through each one, organize them alphabetically, and bill them manually,” Bryan explains. “It was really, really bad.”

The longer it took to bill customers, the longer it took to receive payment for services that Lew Wolfe Pools’ staff had performed. “It could be weeks before we got the previous month’s billing done,” he recalls. Bryan wanted to spend his time moving the business forward, but instead had to spend hours each month just keeping up with the paperwork.

aACE’s smart automation cut that time drastically. “Now when we do billing, it’s a push of a button,” Bryan says. “When we go to bill a client after work has been performed, the service record passes into aACE as a sales order, where it consolidates all of that information. And all of the pricing is set inside of aACE, including pricing for specific customers.” aACE references each line item, the quantities, and the customer’s pricing, then automatically generates an invoice that’s ready to be reviewed and delivered.

“We’re able to review the bills and get them out on a daily or weekly basis, depending on the specific policies in place for each account,” Bryan says. “In some cases, we’re getting payments the same day that a service was performed.” This enables them to stay on top of their cash flow and invest more time into growing the business.

Turning Stacks of Paper into a Goldmine of Digital Data

When the business was run largely on paper, Bryan had little visibility into what – or how – his company was doing. There was no centralized repository for data; each ticket, work order, and invoice was an island unto itself. This made it difficult to grow the company or even to plan for the next year. After all, how can you improve your operations when you don’t know where you’re starting from?

aACE changed all of that. “By implementing aACE, we were able to eliminate all that paper-based information we were using in the past and put it into a live database,” explains Bryan. Digitizing that data gave him insight into the business that he didn’t have before. This enabled Lew Wolfe Pools to streamline their operations, allowing the company to grow even as the overall number of employees has shrunk.

“We originally had 12 employees when we acquired the company,” Bryan says, “And we were doing five times less revenue than we are today.” Since implementing aACE, they’ve had one employee leave – but their new processes are so efficient that they didn’t need to backfill the role. “It was a huge savings,” says Bryan, and it had a major impact. “Every year we’ve been able to basically double the business.”

Adapting to a Changing Inventory Landscape

When Bryan first took over the business, there wasn’t much in the way of inventory. “Traditionally, the pool maintenance industry hasn’t had to hold much stock,” Bryan says. “When I first bought the business, we were holding $2,000 worth of inventory going into the season.” Paper record-keeping, while still not ideal, may have been fine for that small amount. Then the pandemic came.

“With the demands that COVID-19 has brought, now we’re actually holding $200,000 worth of inventory,” he explains. “That’s a dramatic increase. And if you don’t have inventory right now, you don’t have sales for the following year. So managing inventory and the supply chain is becoming more and more important.”

aACE’s inventory engine makes it easy for Bryan’s employees to see exactly what they have in stock. As sales orders come in, the staff can see at a glance what they have on-hand to fulfill them – without digging through a stock room or calling around to distributors. “Now we can see how many of an item we have to sell versus how many are on a purchase order, and things of that nature,” Bryan says. He adds that his competitors don’t have the visibility into those details that aACE provides, giving Lew Wolfe Pools a strong competitive advantage.

Results

A 50% Reduction in Technician Labor Per Job

Lew Wolfe Pools offers four services for their customers: installations of new pools, renovations of existing pools, weekly maintenance services, and repairs. These tasks used to be two-person jobs, but aACE enabled them to cut the workload in half. “We can do the same number of pools in one day with one technician that we used to do with two technicians,” Bryan says. This represents a 100% increase in the number of jobs they can do each day.

How did aACE help them accomplish such a huge increase in efficiency? With smart automation and increased visibility.

Previously, each step in a workflow was divided into multiple tickets, with two technicians dividing up the tasks for each job and manually writing down notes after each task was complete, documenting what was done by whom and when. With a custom-built field service app that integrates into aACE, however, Bryan eliminated all that manual work – and accelerated past his competitors.

“Most businesses in this space never get above 100-150 clients ever, because it’s too hard [to manage],” Bryan explains. “They don’t have the software.” He adds that typically these companies were handed down from parent to child, with processes that remain static despite technology evolving around them. “We use iPads and iPhones in the field all day long,” Bryan says in contrast. “Every one of our guys has a computer. Even our water-testing equipment is computer-based. And so aACE has been a huge supporting factor. I can’t imagine doing this without it, honestly.”

Managing Multiple Businesses in a Single Software Solution

While his mom-and-pop competitors seem to be happy staying small, Bryan has a bigger vision for Lew Wolfe Pools: “One of my goals is to be the #1 service and installation company in the Philadelphia region. We’ve already grown our business by over 500% in 42 months, and our goal is to get to 2,000 customers.” To do that, Bryan has already acquired an additional pool company, Suburban Turn-Key Pool Services, with plans to add more. For now, he’s keeping both companies separate as he figures out what each does best and where improvements may be needed. Fortunately, aACE makes it easy to manage multiple companies separately within a single solution.

“Being able to look at, for example, Suburban’s clients vs. Lew Wolfe’s clients and things like that is huge,” says Bryan, adding that the feature will only get more important as they continue acquiring more businesses. “We’re going to want to be able to see all that data, and being able to go into one database to see it is by far the best option. I can’t tell you what a huge thing it is to have the ability to do that.”

A Platform for Integrating a Custom Industry-Specific Solution

Bryan and his team chose aACE because it was the only solution that offered the power they needed for their core transactions and the flexibility to integrate with tools designed for the particular needs of a pool service company. But when it came to finding those tools, Bryan had a problem: nothing he found on the market was capable of integrating with an ERP solution.

For any other business this could have spelled disaster, with duplicate data entry making costly errors more likely and wasted staff time a guarantee. But Bryan and the team at AS360 saw it as a golden opportunity. They developed a software package that addressed the pool industry’s unique workflows and integrated seamlessly with aACE.

“aACE is a great mid-market product,” Bryan says. “I believe it fits the needs of most companies out there. But aACE doesn’t have tools for managing, for example, bodies of water, which is fine because that’s not something aACE really needs. So we built that outside of aACE, and now we can sync data between aACE and our custom solution with the push of a button, which is awesome. It’s so much easier than trying to re-key data.”

So much easier, in fact, that AS360 plans to make their solution available to pool service companies across the country – paired with aACE for a complete, all-in-one business management system with additional features tailored to the needs of their target market. In addition to Lew Wolfe Pools, AS360 has already begun deploying their custom add-on to select clients, with extremely encouraging results. “We’ve had as many as 50 trucks a day running our software,” Bryan says. “I think that speaks dividends.”

In Their Own Words

Here’s what Bryan had to say about the results of his aACE implementation:

“There are so many companies out there that could benefit from aACE. It’s not just industry-specific, and that’s the beauty of it. Anybody that needs job costing – there’s a great job costing module in there. Anybody looking at Microsoft, anybody running multiple companies, any distribution companies… aACE could give these companies a chance to add value. Anybody who’s looking for more long-term support, it’s a great opportunity.

“aACE has got a great support team, one of the best out there. We’ve gone from less of a partner to more of a customer after reinventing ourselves, and any time we’ve needed something the team has always been there.

“And for us, aACE has more than paid for itself, over and over. Most people in my company hadn’t used it until we introduced it to them, but getting everyone up to speed was so much easier than with other products I’ve used in the past. I have so much control when it comes to who can access which areas of the system –some user groups have access to inventory, others can see sales orders only, and things of that nature. That’s going to be of huge value to us as we grow. And I’d really like to thank the aACE Software team for all the work they’ve put in, because aACE is a great product.”

Interested in learning more about what aACE can do for your SMB? Read our feature highlights to see how aACE can help you take your operations to the next level.

Improve Your Worker IT Satisfaction To Boost Employee Retention

Improve Your Worker IT Satisfaction To Boost Employee Retention

You probably know that having a tech disadvantage makes you look bad against your competitors, especially in the eyes of your customers. They know when things work – and when they don't!

But did you know that having a poor tech stack can put you at risk of losing employees? It’s true.

Think about it: If your technology is difficult for your employees to understand, or is outdated, why would anyone want to work for you? If you have bad tech, you won’t be able to attract top talent, and you’ll be in danger of losing the talent you already have. This is especially alarming during COVID-19, when you need good workers more than ever.

COVID-19’s Impact On The Importance Of Tech

COVID-19 has forced offices to close and turned many employees into remote workers. This transition has made IT extra complicated, but also more important than ever. It also became a bigger factor when it comes to employee satisfaction.

Adobe Workfront's State of Work 2021 report found that 32% of workers have left a job because their employer's technology "was a barrier to their ability to do good work," a 10% increase from pre-COVID. Meanwhile, 49% of U.S. workers said they are "likely to leave their current job if they're unhappy or frustrated with the technology they use at work."

More employees than ever are turning down jobs because their tech is out of date or hard to use, while many apply for jobs when they hear the company has a great tech stack for its employees.

So how do you improve your worker IT satisfaction to ensure you retain your top talent? Can you also promote employee growth/success and boost productivity (yep!)? Let’s take a look at a few strategies.

1. Make Sure Your Existing IT Tools Work & Meet Your Needs

Before you even think about rolling out new hardware and software, look deeply into the tech stack you already have. Ask your team if the current stack is meeting their needs through a survey.

Through their feedback, you can identify weaknesses that you’ll want to address with new tech or find areas that aren’t yet being addressed at all. Once you know your team’s frustrations and pain points, you’ll know what your new IT needs to fix.

But don’t just go about making wholesale changes without knowing what needs to be changed! Solving IT problems takes budget, to be certain, but you need to be smart about your tech stack upgrades.

2. Use New, Up-To-Date Technology

As the Adobe Workforce study mentioned above highlights, workers are actively seeking companies that use new technology. The needs of the modern workplace are forcing companies to rethink how they manage IT, including their budget.

You don’t want to make life harder for your employees due to outdated technology. Quite the opposite — your tech stack should be modern and agile to meet the demands of remote workers. Keep your tech stack fluid and you’ll boost productivity and retention.

3. Listen To Your Employees

To retain your top talent, you have to show them that they matter. The easiest way to do this is to regularly engage with them and listen to their feedback. Keep an open forum and take their answers to heart — your team members are the ones who make your machine run, after all.

When you give your team the tools they need, they’re much more likely to perform at a higher level. Modern business management software and IT tools help you manage and support your team no matter where they are, offering the flexibility and empowerment your employees crave and have come to expect.

Summary

When you offer your employees support instead of limiting their ability due to outdated technology, they take notice. That shouldn’t come as a shock!

But when you build a tech stack that helps your workers do their jobs to the best of their abilities, they’ll be much more likely to stick around. New technology doesn’t have to be complicated; it can actually make their lives easier and empower them to be better performers. That’s a win, win for your business.

Check out our feature highlights to learn more about how our powerful business management software can help improve your worker satisfaction and boost your retention.

"I love aACE! I instantly found it very intuitive and user-friendly, especially as compared to our previous software which felt limiting, cumbersome, and NOT user-friendly at all." -Joni Jarnagin, Redd Remedies

How To Implement ERP Software Properly & Avoid Disaster

How To Implement ERP Software Properly & Avoid Disaster

We’ve spoken before about how businesses (and small businesses, specifically) can benefit from ERP software.

An ERP can help your business get organized, simplify accounting, improve your customer experience, make better decisions, and scale faster — things any business would agree are, well, good for business!

But there's a catch: these benefits can only be enjoyed if your ERP software is properly implemented into your current stack. You’ll need a keen understanding of your organization’s business operations and workflow. Do it right and you’ll experience unprecedented growth by gaining enhanced data and insight into your operations. Do it wrong and you’ll just waste your time and money.

Here are a few things to keep in mind so you can avoid such a disaster.

Do This:

ERP implementation might seem like a simple process. After all, some solutions promise that all you might have to do is download the application and voilà — you’re off and running with enhanced data.

Not so fast, my friend!

Proper implementation involves selecting, buying, and installing your ERP system. This includes training your team on how to utilize the new system as well as adapting to any workflow changes it may cause.

Of course, the hope is that your ERP software will make life easier and better for your entire team and workflow, but there’s a bit of a learning curve.

That’s because ERP software implementation is an ongoing process, not a “one and done” type deal. Your data must be nurtured, monitored, and studied for it to be a powerful tool.

That being said, here are a few things you can (and should) do to ensure success.

Do Your Homework

Don’t choose the first vendor you land on. Make sure to do your research in the competitive software vendor landscape to find the partner that best suits the unique needs of your business. No vendor is one-size-fits-all, though some may claim to be!

Train Your Team

From your project managers to key stakeholders and even your users, everyone that has touchpoints in your new ERP software must be trained on how to use the system. When everyone understands the data, you can harness its power.

Migrate Your Data Into The New Database

Map, correct, and verify all of your data. Running off an incomplete database would defeat the purpose of your ERP and could render the system useless. You may have to pull data from several different digital libraries, but putting it all in one central location will be well worth the effort.

Test It Out

You did the vetting and training, now it’s time to put your system and team to the test. Ensure the quality of your ERP software by making sure regular employees are able to run through real scenarios that could have a big impact on your business operations. Here you can identify potential problems and make changes before the system goes live.

Create Employee Buy-In

You can expect to run into some team members who may be less than pleased with change. But you can help them open up and buy into the idea of ERP software by incentivizing training and implementation. Let them voice concerns and frustrations and help make things as smooth as possible. Measure performance and reward results. This gets everyone on board and puts an honest effort forward.

Avoid These Pitfalls:

Of course, doing things right also means avoiding costly mistakes. Here are a few common pitfalls to avoid.

Cutting Corners

It’s tempting to look for the easy route, but the path of least resistance isn’t the best option here. Properly implementing ERP software takes time and money — there’s just no way around it. Here, focus on the potential gains in the long run over short-term returns. This is the path to sustained success.

Getting More Than You Need

All ERP software is not created equal, which is why we mentioned above how critical it is to choose the right vendor partner. Many may have features you don’t need or even purposely try to sell you those features to make more money off of you. These are partners to avoid. Take the time to find a vendor who has your best interests in mind — your success is their success, after all!

Not Fully Integrating Your Business Processes

Your system won’t succeed if you only go in halfway. It takes a full commitment to ERP software to achieve success. From your C-Suite to your end-users, everyone needs to buy into your ERP system. Develop a comprehensive understanding of the software from the top down and you’ll see the results.

See If aACE Is The ERP Software You Need

If you want to find a great ERP software partner, aACE is a great place to start. aACE offers not just ERP, but also accounting and CRM support for a full suite to optimize your workplace. Want to see what ERP software and aACE can do for your business? Get in touch with us today.

"aACE has created straight-forward interaction between departments and gives us a faster and more accurate picture of everything that goes on." - Theodore Fotopulous, Operations Manager, Raydoor Inc.