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Transforming Service Desk Operations Through a Rapid Platform Assessment
Rapid AI Audit

Transforming Service Desk Operations Through a Rapid Platform Assessment

A 10-day intensive assessment by Disruption Works identified workflow inefficiencies and established the foundation for a unified, AI-ready service platform at our facilities management IoT client.
Empowering Facilities Management Through Digital Transformation

Our client operates a nationwide facilities-support network, monitoring IoT devices and energy systems across retail and commercial estates. Their operations rely on a central Bureau team managing thousands of service requests monthly on behalf of major UK brands.

As the organisation scaled, they recognised the need to modernise its service operations to ensure efficiency, client transparency, and data-driven decision-making. Their leadership sought a partner to assess their fragmented systems and create a clear, actionable path toward a centralised, AI-ready service platform — initiating the journey with Disruption Works’ Rapid AI Audit.

Fragmented Systems and Manual Workflows Limiting Growth

Before the assessment, our client, managed client communications, tickets, and reporting through multiple disconnected tools.


This fragmentation created inefficiencies at every stage: Manual email triage and ticket duplication across systems. SLA breaches going unnoticed due to lack of automated tracking. Reporting dependent on manual Excel manipulation and extraction. No unified view of client accounts, sites, or contacts. Escalations and call handling processes tracked by hand, consuming up to 30 minutes per escalation.

With an average of 4,600 tickets per month and overhead costs near £90k/month, inefficiencies were impacting both service quality and scalability. The leadership needed clarity —and a roadmap — to consolidate, automate, and prepare for AI-enabled service operations.

The Rapid AI Assessment — 10 Days to Strategic Clarity

Disruption Works conducted a 10-day Rapid AI Assessment, designed to quickly capture the current state, evaluate vendor options, and create a board-ready business case.
The process comprised three structured phases:

1.        Current State Analysis (Days 1–3)
Workshops with Bureau, IT, and management teams mapped existing workflows and identified key inefficiencies. Baseline data was extracted from Monday.com, Clobba, and Teams logs to quantify costs and performance gaps.

2.       Vendor Evaluation (Days 4–7)
Starting with over 20 vendors, we finalised a short list around three platforms— HaloCRM, and two others — were evaluated using Disruption Works’ weighted matrix, scoring each across operational fit, commercial viability, and integration readiness.

3.       Implementation Planning & ROI Modelling (Days 8–10)
Future workflows were designed to show optimised ticket handling, SLA automation, and real-time dashboards. A financial model demonstrated a projected 340–450% ROI within the first year post-deployment.

The assessment delivered a clear platform recommendation (HaloCRM) and an actionable 90-daydeployment roadmap to achieve rapid time-to-value.

Clarity, Confidence, and a Platform Roadmap for Transformation

The Rapid Assessmentgave our client a clear picture of operational inefficiency and a confident,data-driven path forward.
Key outcomes included:

  • Defined Platform Strategy: Selection of HaloCRM as the best-fit  solution for rapid rollout and scalability.
  • Operational Blueprint: Future-state workflow maps for request management, SLA automation, and real-time reporting.
  • Governance-Ready Output: A complete vendor comparison and financial justification, enabling board-level approval for Phase 2.

Quantified ROI: Projected payback period of 4–6 months, with long-term savings between £650k–£950k over three years.

The assessment established a measurable foundation for efficiency, automation, and future AI integration.

Soft Launch and Continuous Optimisation

Building on thesuccess of the Rapid Assessment, Our client now moves into a six-week softlaunch of its unified HaloCRM platform.
This next phase will focus on:

  • Deploying a central client ticket     portal for all inbound requests.
  • Establishing automated SLA dashboards and reporting visibility.
  • Consolidating phone, email communications to automated tickets with AI assistance
  • Planning and starting the implement Asset integration and AI automation
  • Preparing for future modules: Knowledge  Base, HubSpot, and CAFM automation.

Disruption Works and Halo will collaborate closely with the client, ensuring a phased transition that delivers both short-term efficiency and long-term scalability.

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