HVAC Case Study

Discovering secure solutions that could save your business?

Now that's what we call good IT.

HVAC Case Study

Discovering secure solutions that could save your business? Now that's what we call good IT.

The Situation

40 year old HVAC company was outgrowing its current facility, again (3rd time in 5 years). Manpower had increased from 10 people to 25 in past 24 months and vehicles from 4 to 10 service trucks. Recent growth was built upon quick response, excellent customer service (both on-site and scheduling) and consistent follow up. Systems for phones, data entry and order processing were not keeping up with the growth plus all of the people and infrastructure needed to be moved to a new location.

The Problem

The family-owned business was challenged with growing management staff as well as its processes to continue to deliver the high quality service their customers were used to receiving. The focus was on adding staff to the most critical areas, Field Technicians, Supervisors and Service Writers. Management and CEO time was at a premium.


Backup, security and recovery was becoming more and more important to the business.

Having to move was considered a distraction to current work. How to move without disruption of current service volume and quality was the concern – and potential BIG PAIN for the company, its employees and its customers.


New systems of phone, data, software and network needed to be integrated to allow scheduling, customer service and billing to grow while maintaining highest performance levels.

The Solution

ConsultNet started working with the Company 8 years ago. Since that time, ConsultNet had staged and managed 3 prior moves. As well, they provided asset management over this time and replacing equipment as it reached its end of life. Regarding budget, about 3 years prior, ConsultNet moved the client to a standard budget so they know exactly what they are spending on IT per year down to the penny.

How we crushed it

Planning and Anticipation

Planning a physical move and IT strategy at the same time requires anticipation and coordination pulled from solid project management skills. Our advantage is our history and knowledge of the client staff and their business processes to help prioritize 1) what went first, 2) the level of hand-holding per staff member, 3) and application of business systems and business model of the client.

Backup and Redundancy Solutions

The downside of an even temporary loss of customer access and response was extremely large for this client. Redundancy of systems were required during the move and coordination of the IT systems, the integrated Communication Tools and Manpower were critical. Budgets of client investment, time and manpower were managed as well.

Oversight and Project Management

The move of internet, phone services and other non-IT systems were also managed by ConsultNet to allow the client’s senior staff to focus on the physical aspects of the move of people, inventory and office equipment. Having one overall project manager worked well and ConsultNet kept the client appraised during the pre, during and post move milestones.

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HVAC Case Study Contact

Be our next case study.

IT doesn't have to make you cry.  We know what we're doing, and we want to help you out.  Fill out this form to let us know how we can help save your sanity.

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