Case Study
SERVEST
Servest Streamlined Budgeting And Empowered Managers With IDU
ABOUT SERVEST
Servest is one of South Africa’s leading facilities management companies, providing integrated solutions across cleaning, security, landscaping, catering, and fleet services. With a strong national presence and diverse client base, Servest helps organizations streamline operations, reduce costs, and maintain high standards of service delivery.
Known for its scale and customer‑centric approach, Servest combines technology, expertise, and innovation to manage complex facilities portfolios. By leveraging its broad capabilities and experienced teams, the company delivers efficient, transparent, and sustainable services, making it a trusted partner for businesses that depend on seamless facilities management.
THE BUSINESS CHALLENGE
Servest, a leading facilities management company in South Africa, faced a complex, spreadsheet‑driven budgeting process across its diverse operations. Finance teams were under pressure to consolidate data from multiple divisions, while non‑finance managers had limited visibility into their own budgets. This created delays, reduced accuracy, and made forecasting a stressful, time‑consuming exercise.
The reliance on Excel also meant that budget reviews were slow and cumbersome, with managers waiting for finance to update and distribute reports. The lack of transparency and ownership across divisions hindered accountability and made it difficult to align financial planning with operational priorities.
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THE SOLUTION
By implementing IDU‑Concept’s Budgeting and Reporting Modules, Servest transformed its budgeting process into a collaborative, real‑time system. Managers across business units could now access their own budget areas directly, interrogate costs, and contribute to forecasts without relying on finance staff. This reduced bottlenecks and freed finance teams from repetitive spreadsheet maintenance.
The solution introduced role‑based access and drill‑down functionality, ensuring that managers could take ownership of their numbers while maintaining overall governance and transparency. Integration with existing systems created a seamless flow of information, eliminating duplication and improving accuracy. Forecasting cycles became faster, more inclusive, and more reliable, fostering a culture of accountability and collaboration across the organization.
A PARTNER IN SUCCESS
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“Servest’s success shows how IDU empowers non‑financial managers, reduces pressure on finance teams, and delivers accountability at every level.” Mark Sayle, Account Manager, IDU
“IDU has transformed our budgeting process — managers now take ownership of their numbers, and finance has more time to focus on strategy.”
Finance Manager, Servest
THE RESULT
Reduced budgeting time across divisions.
Real‑time visibility into actuals vs. budgets.
Greater accountability with managers owning their numbers.
Improved forecasting accuracy and faster review cycles.
