rb-logo-inline

Turning Data into Action at EFT

How Rathbone Results Boosted Efficiency and Insight with Tailored Dashboards

graphic graphic

The support from Rathbone Results and BigChange has been outstanding. Their consultants are not only highly approachable and responsive, but they’ve also brought industry-leading expertise that has truly been game-changing!

Dominic Darvell, Head Of Compliance, EFT Systems Ltd

A focused performance and execution engagement: Rathbones helped EFT unlock invaluable insights from its Big Change platform, streamline data visibility, and create real-time insight through tailored dashboards—saving 30–40 hours per month and improving audit readiness.

EFT Systems, established in 1974, is a UK-based, award-winning provider of integrated fire and security solutions. Their offer spans design, manufacturing, installation, and maintenance.

In recent years, EFT has transformed its operations—building on a strong customer base, investing in staff development, and maintaining a clear customer-first ethos. This has cemented its place as a top-tier provider in its sector.

The Challenge

Following a careful review, EFT recognised the need to upgrade its ERP systems to BigChange to improve real-time communication with its field engineers and reduce reliance on spreadsheets and manual reporting.

A key priority emerged: improving stock performance and client KPI visibility, where real-time data and tighter processes would unlock faster and more accurate decision-making.

Challenges included:

  • Balancing the demands of day-to-day operations with project delivery
  • Intensive data validation and cleansing during the early stages
  • Establishing confidence in new metrics and dashboards
  • Shifting team behaviours from reactive reporting to proactive insight
graphics

Our Approach

Rathbone Results brought in sector-specific data experts to design and implement custom dashboards using Big Change and Snowflake DaaS tools.
Our focus was to ensure the right data was reaching the right people at the right time—allowing faster decisions, better compliance, and real-time operational insight.

The Results

30–40 hours per month saved through automated reporting

More time for the team to focus on compliance and supporting auditors

Management now works with real-time metrics, enabling early intervention

EFT can now track KPIs live—spotting issues before they escalate and giving the business a competitive edge