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Client background
Our client, a leading equipment rental provider in the UK, forms part of the FTSE 100-listed Ashtead Group. With thousands of customers and a catalogue covering everything from tools and plant to specialist equipment, they support major infrastructure and commercial projects nationwide.
The challenge
Processing large, complex hire tenders from multiple clients—each with their own formats and requirements—was eating up valuable time. The finance team in particular was spending hours manually manipulating data instead of focusing on high-value tasks.
The solution
A bespoke digital transformation project that automated key workflows and introduced smarter data analytics and matching capabilities to reduce manual input, improve accuracy, and speed up enquiry handling.
As part of the second-largest equipment rental company in the world, our client deals with thousands of customers across thousands of different projects.
But a huge product catalogue combined with each customer’s unique approach to hire tenders required huge amounts of time and effort. Not only was this stunting efficiency, but it also meant the finance team spent more time on admin than value-add tasks.
A smarter, more automated approach was needed, without asking customers to change how they submitted their data.
The new process delivered immediate improvements for the team, with less time spent on repetitive admin and more consistency across tender responses.
Standardising incoming data meant users no longer had to manually reformat spreadsheets or decipher varied product names. Matching was faster, more accurate, and less reliant on individual knowledge, creating a more scalable and repeatable process.
With an exceptions process and searchable match history built in, the tool continues to improve over time—reducing rework and supporting a more efficient workflow for future tenders.
