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B&P Medical Inc. is a specialist surgical instrument repair company based out of Virginia and North Carolina.
Founded in 2015 by Butch and Penny Kirmes, they combined their strengths, experience, and knowledge to create a more personalised surgical repair service experience to surgical facilities in the area.
As a company which is constantly evolving and rapidly expanding, B&P Medical Inc. strives to adopt the most cutting-edge technologies and processes which allow them to expand both their expertise and services. The technologies chosen to support B&P include Microsoft office suite and Xero.
The highly mobile B&P Medical technical services team primarily focuses on repairing general, micro, and endoscopic instrumentation. Scheduled visits are in place for most of their clients, however in most cases the details of what services they provide are not known until they arrive on site.
At site, the technicians work from their laptops leveraging the Microsoft office suite of tools to keep track of each instrument they service with individual annotations. The result is that there can easily be up to 100 records associated with each site visit.
Prior to leaving the site, technicians will present customers with a document which contains the details of all services performed as well as the localised tax.
While the Technician and the customer experience was optimised, the back-office operations to support them were quite manual. The site documents were copied to a shared drive by the Technicians and from there an admin resource was required to manually copy and paste details into Xero so that there was a Xero invoice available for reconciliation of the invoice payment.
B&P Medical required an automated process which could help overcome challenges with moving data from Microsoft through to Xero. A streamlined solution would allow B&P to get all required reporting from Xero as well as expand operations without needing to grow their operational support team.
Industry
Medical – Surgical Instrument Repair
HQ Location
North Carolina, USA
Our Involvement
Xero Invoices Integration
Xero Contacts Integration
Xero Tax Rates Integration
Microsoft Excel
Microsoft Azure Functions
Microsoft Azure Active Directory
Microsoft Azure Key Vaults
Microsoft Graph API
Visit
AhoyAhoy and B&P Medical had an online call to get a good understanding of the detailed requirements and overall goals. What was the form of the document produced on site? How did B&P want to see the information coming into Xero? What special tax considerations were there? What was their preference for operating the software ongoing? What was their preference for owning or renting the software? What was their preference for fixed price vs hourly development?
In this case, B&P Medical wanted to own the solution and wanted it hosted on the Microsoft Azure cloud service, as the rest of their services were already cloud based with Microsoft. Even though they didn’t have an internal software development capability, they were happy to know that they would receive all of the finished code for the software along with instructions for operating the system. This gives them flexibility to work with AhoyAhoy or any other software developer in the future should the need arise.
AhoyAhoy prepared a detailed proposal including a fixed price proposal that provided an outline of the approach, the feature, expectations from B&P Medical and from AhoyAhoy, along with a simple payment schedule based on delivery milestones. B&P Medical signed the agreement and work was underway quickly.
Time saved each week
Time to Implement
