Leading surveying firm e.Surv optimises procurement processes with Proactis

e.Surv is the UK's leading residential surveying, valuation, and property risk experts. That success is due, in part, to their ongoing investment in technology. Technology that includes a Proactis Source-to-Pay solution supported by LAKE.

The company has recently upgraded to the latest version of Proactis. The upgrade was driven by the need to transition from legacy servers and ensure up-to-date security measures.

Lewis Beeby, Financial Accounting Manager at e.Surv, shared his experience of working with LAKE.

"The main driver for the upgrade was to move us from legacy servers and ensure we were protected by the latest security updates. Overall, the transition went incredibly smoothly. One of the standout aspects of working with LAKE is the continuity of their team. We've had a longstanding relationship with key individuals like Richard Stead on the SunSystems side, and Cedric Motha on the Proactis side. This consistency is invaluable, and it means we're not constantly bringing new people up to speed, which can be time-consuming and frustrating. LAKE understands our systems and business processes, which makes these projects run very efficiently."

He also appreciated the proactive approach of the LAKE team.

"The nature of these projects is that they're often on top of your core responsibilities, so having limited capacity makes it essential to hit the ground running. The LAKE team knows exactly the steps we need to take and guides us through them efficiently. They don't take our knowledge for granted and they push us to ensure all key points are signed off and clearly understood."

The outcome of the upgrade has been very positive and the whole e.Surv team is happy with the result. Proactis is working really well for us. The most telling point is that there was almost no noise about it at all. People are quick to comment when something is wrong, so no news is good news. It couldn't have gone smoother."

Lewis expressed his satisfaction with the overall experience, saying,

"We can trust the LAKE team to handle projects efficiently, leaving us to focus on our core responsibilities. It's been a pleasure working with them."

www.esurv.co.uk