Modern IT & Software Solutions for Industry Efficiency
Discover how Zigaflow and modern software solutions improve business efficiency, quote consistency, and sales visibility in the fit-out industry.
MODERN WAYS OF WORKING
IT & Best Software Solutions for Our Industry
Presented by Ross Perrett
INTRODUCTION
ATTENDEES
Ross
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Nick
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Dan
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Raf
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PURPOSE
To introduce modern software solutions that can improve efficiency, consistency, and visibility across the business.
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ABOUT ME
ROSS PERRETT
23 Years in the Industry
Background in Sales & Design
CAD Trained — Est. 2000
PRINCE2 Project Manager
Delivered Design & Build Projects
Experienced in Full D&B Costing
Specialist in Fit-Out & Furniture
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MY PASSION
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Strong Interest in IT & Software
Focused on making processes faster and smoother
Started working at 16 in a computer consultancy
Built and repaired systems and resolved software issues
Always kept up to date with the latest technology
Technology has always been a key driver for efficiency in my work.
WHY INTRODUCING THIS NOW
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Been using Zigaflow for quoting — it works
Worked closely with the founder from early stages, providing key feedback
Initially had free access — now paying monthly because it genuinely saves time
The system has developed to the point where it is ready for wider business use
I believe the business could benefit from adopting this system.
KEY BENEFITS
Consistent Professional Quotes
Every time, without exception
Cloud-Based Access
Work from anywhere, anytime
Built-in CRM System
All your contacts in one place
Quote Tracking & Auto Follow-Ups
Never miss an opportunity
Central Quote Library
All company quotes in one location
Full Business Visibility
See all activity across the team
BUSINESS CONTROL & OVERSIGHT
Hierarchy Rules & Permissions
Role-based access control
Instant Management Visibility
See all quoted work in real time
Track Performance & Activity
Monitor team output and trends
Clear Delegation & Accountability
Know who owns what
Improves control across the entire sales process.
SUPPLIER & PROCESS INTEGRATION
Supplier Management
Process Documents
Store all suppliers in one system
Include contacts, notes, pricing & discounts
Add terms, brochures and key information
Delivery Notes
Purchase Orders
Invoices
Everything in one place.
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EFFICIENCY GAINS
Standard Product Libraries
Top 10–20 products per category, ready to go
Faster Tendering
Speed up day-to-day quoting significantly
Centralised Procurement
Secure best pricing across the business
Sales Focus
Team focuses on selling, not admin
Reduces duplication and wasted time.
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ADVANCED FEATURES
Client Forms
Create and send forms for clients to complete
Quote Amendments
Clients can review and adjust quantities directly
Easy Resubmission
Quickly resubmit updated quotes
Powerful Search
Search all quotes across all users instantly
Quote Continuity
Quotes remain accessible even if staff leave
Management Controls
Appropriate permissions for oversight and security
Improves collaboration and continuity across the business.
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IMPLEMENTATION PLAN
5
Sales Team Members
2
CCS Team Members
Led by Ross Perrett — Training & Support
Onboarding & Setup
Months 1-2
Training & Testing
Months 3-4
Refine & Roll Out
Months 5-6
Phased approach to test, refine, and improve.
Initial rollout over 6 months
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REALISTIC EXPECTATIONS
This is NOT a plug-and-play solution
It will require:
Training for all users
Buy-in from the team
A shift in how we currently work
However...
The long-term benefits are significant
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CONCLUSION
This system has the potential to:
Save hours of duplicated work
Improve visibility and control
Standardise processes across the business
Support growth and scalability
Trial the system, gather feedback, and develop it further.
- software-solutions
- business-efficiency
- crm-system
- quote-automation
- digital-transformation
- it-strategy
- sales-management