YALE/CHASE EQUIPMENT AND SERVICES, INC - CASE STUDY
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CASE STUDY Yale/Chase Equipment and Services, Inc.
CUSTOMER PROFILE
Yale/Chase Equipment and Services, Inc. sells, rents divisions for Materials Handling, Industrial Carts,
and services various lines of equipment including Construction, Energy, Terminal Tractor, Railcar, and
Yale, JCB, Princeton, Drexel, Bendi, Taylor-Dunn, Star, Electrical Repairs and Services.
Capacity, Trackmobile and various other equipment In addition to its headquarters in City of Industry, CA,
across southern California and Hawaii. Yale/Chase has other California branches in Escondido,
Roger Ketelsleger, President and CEO, founded the Fontana, Huntington Beach and Valencia, as well as
company, then known as Yale/Chase Materials a second company in Honolulu, Hawaii. They employ
Handling, Inc., in 1994. He is the sole owner of the 220 staff – including 100 field technicians – and
privately owned firm, which now has business reported 2011 sales of USD $ 70 million.
2 industrybuilt
THE CHALLENGE THE solution
Yale/Chase had been using the Unix-based software, Yale/Chase researched every vendor selling software
Minitrac, whose outdated technology no longer kept to the equipment distribution market. Ketelsleger
met EquipSoft at the Material Handling Equipment
up with their requirements. With business growing,
Distributors Association (MHEDA) convention in
Ketelsleger needed to find an integrated enterprise
Rancho Mirage, CA in 2010, and after much due
resource planning (ERP) system that could improve
diligence, Yale/Chase selected EquipSoft as their
business processes and integrate the rental, sales,
new system, with 70 users at the company. “We
parts, and servicing aspects of their business across
chose EquipSoft,” says Ketelsleger, “because it offers
their seven industry divisions.
more solutions out-of-the-box than other vendors
– primarily in reporting and its capability to run
multiple business units.”
industrybuilt 3THE BENEFITS
The Rentals functionality within the EquipSoft money we used to spend over-servicing our equipment,”
system has resulted in several benefits for says Ketelsleger.
Yale/Chase so far, including an availability tree In the Service functionality of EquipSoft, he is impressed by
that is sortable. EquipSoft has also meant “no its robust dispatching program, that it is user- friendly, and
lost revenue” while trying to locate a piece of provides the data needed for reporting/metrics required to
equipment. “When we rent a forklift, if we don’t set standards – “such as getting productivity reports from
have it in our rental suite, but do have it in our our technicians,” he says. As well, EquipSoft helps Yale/
used equipment section, we can easily find it Chase serve the customers better with their guaranteed
and rent it,” says Ketelsleger. maintenance program, wherein a customer pays a level
“Any time you own equipment in rentals, payment over the service term. “EquipSoft allows us to file
you need to depreciate on a monthly basis, our warranty claims seamlessly while closing the repair
but if it’s in the used department, there is order, submit information and billings for Yale fleet claims
no depreciation – you get a used up life but and download A/P invoices electronically for invoice/PO
the same dollar value,” he says. This issue is matching,” he adds.
rectified by the easy transfer of used equipment With the Parts component of EquipSoft, employees at Yale/
in and out of rentals afforded by EquipSoft, Chase can dynamically stock consignment and services
“which has become a revenue enhancer for us.” vans, versus the static process they previously used for
Also, most equipment rental companies parts stocking. “With EquipSoft, the system automatically
schedule preventive maintenance based on sets up parts based on the criteria we’ve entered; it tells
time – say, every 12 weeks of a forklift’s life, us if we are adding a new part, increasing or decreasing
even if it’s been parked much of that time. The stocking. This has meant less labor required and more
EquipSoft system has PM scheduled based on accuracy for parts. As Ketelsleger observes, “We always have
unit utilization. “EquipSoft has saved us lot of to have the right part on hand for the customer!”
“EquipSoft has given me the business metrics to run my
business - metrics I didn’t have before”
Roger Ketelsleger
President & CEO, Yale/Chase Equipment & Services, Inc.
4 industrybuiltBENEFITS FUTURE
(cont’d)
THE THE
Just shy of two years since implementation of EquipSoft, In the near future, Yale/Chase will be integrating
Ketelsleger says he’s about to see payback already from their customer relationship management (CRM)
the system, with much more money to be saved as they system with EquipSoft, as well as MobileFrame –
get up to speed on the remaining 30% of EquipSoft a configurable mobile application development
features not yet utilized. platform that requires no custom coding to
“EquipSoft has given me the business metrics to run my develop custom mobile apps – which fully
business – metrics I didn’t have before,” he notes. He is integrates with EquipSoft.
particularly pleased with the reporting functionality that “MobileFrame will bring us, and our customers,
gives him and his management team real-time visibility the benefits of better cash flow, reduction in
into their KPIs anytime, anywhere. administration, and fewer disputes over how
“I would recommend EquipSoft because it has fulfilled long it takes to invoice,” notes Ketelsleger. Field
my business needs, better than I think any other vendors’ technicians will start and complete the (real time)
software would have done,” says Ketelsleger, adding that billing process from their signature-capturing
“the EquipSoft implementation team gave us quite a bit laptop at the customer’s site, which will be
of support; they have real expertise in our industry.” emailed or output on a mobile printer immediately.
He also likes that the EquipSoft system has the
ability to communicate with telemetry systems
that provide industrial and road vehicles with
technology to prevent accidents and monitor
“MobileFrame will bring us, and our performance, such as in-car, real-time speed limit
changes. With this technology and MobileFrame,
customers, the benefits of better cash flow,
“we will be able to download hour-meter
reduction in administration, and fewer information on our customer, fleet and rental units
in the field on a daily basis,” says Ketelsleger.
disputes over how long it takes to invoice.”
As Yale/Chase is working towards offering full
Roger Ketelsleger Fleet Management services, they will be utilizing
President & CEO, Yale/Chase Equipment & Services, Inc. the fleet management and fleet maintenance
software that is part of the EquipSoft system.
industrybuilt 5“
I would recommend EquipSoft because it has
fulfilled my business needs, better than I think any
”
other vendors’ software would have done
Roger Ketelsleger
President & CEO, Yale/Chase Equipment & Services, Inc.You can also read
