Crestpoint Service Solutions

Franchise Reporting Chaos

Crestpoint Service Solutions operates across more than 60 franchise locations, each previously reporting data differently. Some franchisees emailed spreadsheets; others uploaded files to a shared drive that no one monitored consistently.

Standardizing at Scale

Ordinant Carbon Solutions gave Crestpoint a franchise-ready reporting framework:

• Franchisees submit evidence through standardized checklists
• Regional franchise directors review before corporate consolidation
• Corporate tracks completion rates across all 60+ locations in real time

“Sixty locations meant sixty versions of the truth. We needed one.” — Griffin Ashdown

Rollout Highlights

1. Pilot with ten franchise locations to validate field workflows
2. Train regional directors on review and approval routing
3. Deploy firm-wide with automated reminders for overdue submissions

Crestpoint now maintains 60+ locations standardized under a single reporting process.

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