Our services
What we do
Working with new entrants, growing and established providers of flexible workspaces, Opstech Services reviews all areas of the business and recommends change solutions. Encompassing space planning, recruiting and training people, implementing processes and systems, client management, billing and compliance.
CRM
We are specialists in Customer Relationship Management, the perfect sales process management solution needs a great CRM platform at its foundation.
We have designed and built solutions in both Microsoft Dynamics and HubSpot and have an almost equal split of customers on these platforms although they are very different. We help you identify and map your key requirements to help you evaluate which platform best fits your organisational needs and culture. The Flexible Workspace sector has its own unique requirements to enable you to not only track your prospect and customers but also the referring contact and manage duplicates and overturns. We have options and solutions to manage this providing you with the metrics to track performance.
We integrate your CRM solution as much as possible to your email, calendar and other business systems providing seamless data flow.
We are a HubSpot Partner and have been working with Microsoft Dynamics developing solutions for over 15 years
We have developed a sales workflow for flexible workspace management that can be customised and tailored to your business. Our out of the box solution includes Sales Flow Process for Leads and Opportunities, Dashboards, Reports, Customer Service Case management, a Leadadi and Companies plug in as well as other system integrations.
We have customised Dynamics to create fields forms and views relevant to flexible workspaces. Within these elements there are still some options for your own customisations, such as auto assigning leads by location, accepting and rejecting leads with brokers. Once we understand your business processes, we can develop further workflows and customisation for you.
Opstech Services:
Sales:
Sales Management Processes | Opportunity Pipeline Stages | Accept & Reject enquiries | Manage duplicates and overturns | Template email responses | Dashboards | Reporting
Service:
Email to Case creation | Track customer requests and issues | Auto assign to teams and individuals | Escalation process by type | Dashboards | Reporting
Additional Options:
LeadDADI plugin | Website Integration | Companies House plug in | Power BI Reporting
Management Systems
Every business needs information and systems to operate efficiently and improve commercial performance. We can help you to select and implement systems that are right for your business.
We strongly believe in investing into a good base system provides an anchor for your entire business, the right tool for the right job. We are partners with OfficeRnD and have helped to develop the platform with them.
Great management systems should help you deliver your business strategy, your planning, implementation, reviewing and subsequently improvement.
We work with a number of different system providers to build the right solution for your business. Everything we do is designed to save you time from creating contracts to billing.
Opstech Services:
Inventory Management | Licence Agreements | Customer Relationship Management | Meeting Room Bookings | Billing and Invoicing | Memberships | Business Analytics and Reporting | Space and Resource Management
Tech Infrastructure
Reliable, efficient and fast technology underpins any Flexible Workspace business both for your clients and for you. We have the experience to support you with the selection, integration and implementation of all your tech.
The other technologies that we all rely on in our working day can consume a great deal of time. We know that our customers want a seamless set up and reliable service, getting the infrastructure right is key from Wifi, to integrated Access Control to meeting room AV all needs to run smoothly. The challenge in a flexible workspace is we do not manage or own the end user devices and so the infrastructure has to be robust to support all users and devices in the most frictionless manner. We still believe there is a benefit to cabled internet solutions along with Wifi and a good comms room design can simplify the set up process and reduce any mistakes.
We will conduct a review of your existing systems and available data and recommend new systems or improvements to how your data is collected, stored and used. We will work with you to help find the right technology solutions and anticipate future requirements to support your business.
Our services will enable your business to improve operation efficiency, reduce operational costs and errors and increase the control you have over processes and operations.
Opstech Services:
Project Management | Scoping | Systems Review | Requirements Gathering | Resource Planning | Internal Communication | System Design | Systems Installation & Configuration | Change Management | Training | Support | Data Migration | Contingency Planning | Implementation Risks | Security | Measure Results and Outcomes
Compliance
From GDPR to Anti Money Laundering Resolutions, we can support you through the legislation and how you can implement training, policies and operating procedures for complete peace of mind.
Due to the increase in fraud the importance of compliance is only going to increase the Anti Money Laundering Resloutions (AML) from both HMRC and Trading Standards are stringent and complex. We have designed a set of policies and procedures that we adapt to your business and people. We have developed interactive practical training to help you understand your obligations and incorporate managing them into your daily life.
The Opstech team have over 12 years experience dealing with HMRC Money Laundering Regulations and the London Local Authorities Act. We have held positions with some of the largest Serviced Office operators nationally as Nominated Officer's and will guide you on carrying out checks on your business and customers and what records you must keep in order to prevent money laundering.
Opstech Services:
Pre HMRC inspection Audit | Compliance Document Pack | Risk Assessment | Tailor-made Compliance solutions | Applying Customer Diligence | Training | Strategic Advice to Senior Management | On-going guidance & support
Analytics and Reporting
Reporting holds significant value when it comes to helping businesses make data-driven decisions. Analytics helps you gain insights into your business performance and opportunities to make commercial decisions.
Whilst all the software and platforms we implement has some element of inbuilt reporting we can bring all this data together in PowerBi Dashboards created for different business user groups to provide key business metrics in a timely manner pulling in data from multiple sources.
Opstech Services:
Survey & Interviews | Analysis of Competition | Profitability | Sales Channel | Local Area Viability | SWOT | Operational Costs | Space Planning | Revenue & Cashflow Potential | Pricing | Market Overview
Change Management
We believe any new system implementation is a change project, for a new system to be adopted and achieve the intended business management a full review of the how and what your people do around that system and the processes that accompany that.
As all our team have worked for operators in the flexible workspace sector we approach change in a very practical way, we know the critical business activities that need to take place each day, contracts, meeting rooms, billing and as important maintaining customer satisfaction and loyalty.
We will map out your current processes and identify pain or blockage points and use the new technologies or adapt process to help streamline the manual actions in managing your customer journeys. For the benefits of any system change to be realised the teams must adopt it, involving them in the process is key. We have developed what we call ‘Practical Onboarding’ which is worlds apart from system implementation and training but a holistic joined up process to increase the adoption and benefits.
We will conduct a detailed market review and assess and plan your budget.
Opstech Services:
Conduct marketing analysis | identify the need of your new location/product/service | Understand and explain the market | Give you a competitive advantage | Produce a marketing plan | Determine costs | Projected income assessment
