69 SYSPRO ERP Software Case Studies, Success Stories, & Customer Stories | FeaturedCustomers
Businesses need to develop and grow to stay afloat and increase profits. Case Study: How Implementing an ERP System Can Help Businesses Scale . All information is stored in a single database, so employees can easily access the . on elements of this business domain, their behaviors, and their relationships. gain from using a customer relationship management (CRM) system. panded database, targeted marketing, sales trend observation and customer potential. The case study . provide freelance software development for companies but as market demand shifted it can cover several case studies. Greentree delivers disruptive ERP software without disruption JADE's symbiosis of database and object-oriented programming language lets developers create objects (units of This speeds work up and preserves custom development. “We have a fantastic commercial relationship with Jade. Related case studies.
Sharing information and providing visibility into both frontend and backend systems increases productivity and simplifies business process.
Case Study: How Implementing an ERP System Can Help Businesses Scale
With CRM and ERP integration, organizations can focus more on driving new business and less on the hassles of trying to make data available.
Furthermore, as many businesses are now employing SaaS and cloud-based applications into their business process, integration of cloud services and applications is important. CloudHuban integration platform as a service iPaaSprovides seamless connectivity across the cloud. This allows business to automate processes and create seamless connectivity.
Moreover, synchronizing data to provide an updated customer master list whenever a change is made in either SAP or Salesforce. Mule offers the tools to gain a clear view of customers, thereby making valuable data from both ERP and CRM systems available to the right people at the right time, all through a single interface.
Moreover, by employing CloudHub, they can create deeper connectivity and integrate SaaS or cloud applications and services.
Seamless connectivity makes information easily accessible, thereby helping provide better customer insight. Here are the steps we took: Step 1 Defined digital transformation objectives First, our team closely collaborated with Custom Communications to get a full understanding of what objectives the company wanted to achieve through digital transformation. Among their key goals, Custom Communications wanted to increase productivity and streamline business management.
Step 2 Assessed the digital agility level Next, our team moved on to determining how agile Custom Communications was in terms of adoption of new technologies.
Digital business agility involves the following capabilities: Hyperawareness — the ability to detect changes in the business environment Informed decision-making — the ability to make optimal decisions in a particular situation Fast execution — the ability to quickly implement changes Step 3 Selected relevant technologies Based on previous research, our experts were able to select the best technologies to transform the way Custom Communications does business.
CRM and ERP Integration | MuleSoft
Step 4 Developed a digital transformation roadmap Digital transformation requires a lot of time and resources both human and financialso our team developed a detailed action plan. Our goal was to optimize the use of resources and get the ERP tool up and running on time. Step 5 Implemented the digital business transformation Having defined a scope of work, our team could start transforming business processes at Custom Communications.
The ERP system automates lots of operations, saving time and eliminating redundant tasks. As a result, each employee is able to cope with a larger scope of work. The company has full control over business information and sensitive data is kept in secure cloud storage.
CRM and ERP Systems Integration Strengthens Businesses
All information is stored in a single database, so employees can easily access the information they need. Being cloud-based, the ERP tool can be accessed from any computer or mobile device from any location. At the same time, the WorkFlow ERP system was developed with a vision of the future; new features can easily be implemented to make it more functional. Order management The ERP system facilitates order management, allowing the company to handle more orders and, consequently, be more productive.
WorkFlow automatically checks partner websites for new work orders and updates information about those in progress.
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Moreover, WorkFlow automates task distribution: Thanks to this simple automated workflow, Custom Communications can fulfil more orders and provide services to more customers. Inventory management The WorkFlow ERP system has an inventory management module that helps manage material resources i.
The ERP tool helps employees easily monitor movements of equipment, check current inventories in all warehouses, audit equipment, manage replenishments, and so on. Inventory management in the WorkFlow ERP system Financial management Custom Communications fulfils lots of orders every day, so it needs efficient financial management functionality.
This module handles all financial information for the company: These are the major features of the financial management module: Automated invoice generation To get paid for completed orders, Custom Communications issues invoices for customers i. After fulfilling an order, a technician fills out a form specifying what services they provided and what equipment they installed.
When the form is submitted, the ERP system automatically generates three invoices: Customers can choose their preferred payment method, including by credit card. We selected Stripe as the payment service provider as it offers multiple payment options.
Payment reconciliation The WorkFlow ERP system handles payment reconciliation, comparing payments from customers against invoices to check whether all invoices are paid properly. Human resources management With over IT professionals on the team, Custom Communications needs a tool to store and manage employee information. Hence, the ERP system contains an HR module that streamlines human resources management and has the following features: This database stores personal details such as name, phone number, address, and payment information of Custom Communications employees.CRM systems in Hindi - What is Customers Relationship Management System in Urdu
The ERP system also keeps track of updates to personal information. Employee database and records. This database contains a list of current and former employees.
This feature allows managers to quickly check how many orders a technician has completed within a particular period of time.
Managers can deactivate an employee namely, a technician in case of poor performance, low quality of services provided, or for other reasons. Moreover, managers can leave a note specifying the reason for deactivation. Getting accustomed to the ERP system can take time; to minimize errors and train new technicians, the first work orders for each technician are highlighted in WorkFlow so that managers can keep track of them and provide help if needed.
HR management in the WorkFlow ERP system Communication management Efficient collaboration requires fast and direct communication, so our team implemented a communication management module. The Digital Office network handles over The group has around employees and, duringthe Producton company alone had a turnover of over 9 million Euros.
Initial situation The Producton group used two software applications to manage the company database, both developed by local providers. For accounting they used Info6, a program developed using Fox according to the Romanian legislation and relatively appreciated by accountants; in addition, the group would use 4D, a solution to manage inventory and commercial relationships.
The applications were not integrated, but there were a number of connecting programs which allowed the transfer value level only of the inventory and sales volume in order to create the VAT journals, trial balances etc. The data were not updated in real-time and there was no report system at all.
Any activity analysis would handle dates that were over months old and the work volume required to obtain these dates was huge. There were more than 10 separate databases for each department.
This situation would generate major complaints from the top-management, even if each department could separately handle their own activity decently.
We requested recommendations and got positive feedback. In addition, we appreciated that they are a young team, willing to prove themselves but a team which also had the experience of similar previous successful implementations.
How We Implemented an ERP System to Help Our Client Scale
We were convinced from the beginning that the success of an ERP solution, regardless of its name, depends both on the effectiveness of the solution itself and on the professionalism of the implementation team, as well as our own degree of implication.
We developed a partnership relationship with them because the type of business we have is a complex one that necessitated a lot of developments in the system and a lot of particular modifications — so we learned a lot from each other, both during the implementation period, as well as the maintenance and support period! Microsoft Dynamics NAV 5. In order to identify the correct solution, the Producton group made a detailed internal analysis with data gathered from all departments.
In addition, a dedicated project manager was appointed, which knew the business of the 3 companies very well and thus could create a useful to-do list.