This portfolio excerpt is based on a real client engagement and includes limited material reproduced with permission. Additional context and language have been adapted for this format.

A family-run power and infrastructure maintenance firm was expanding its operations to prepare for future success. Leadership wanted better control over the time spent managing the company’s large vehicle fleet and decided to hand the responsibility over to an outside specialist. When choosing a partner, the firm prioritized its people-first values. It evaluated vendors based on both technical excellence and their approach to relationships.

The firm chose to partner with a family-run fleet management company whose operating practices aligned with its values. This alignment gave leadership the trust and confidence to examine its operations. While the firm was tracking fleet-related costs well, it lacked systems to reduce both the costs and the time needed to manage them. 

The firm’s Chief Operating Officer explains that “the initial reason we began considering an external vendor was to free up some of my time.” The COO was buying the company’s vehicles, yet he didn’t have the expertise to make the process more efficient and cost-effective. “So I was looking for someone with a better skill set to take some things off my plate. I just had too much to do.” 

Ultimately, this partnership reduced the day-to-day strain on the firm’s team while improving time and cost management. The fleet management company has worked to sustain the relationship and now provides ongoing oversight. It continues to ensure the firm’s fleet operations stay sustainable and profitable well into the future.

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