In the UK retail sector, our client faced hurdles producing quotes and configuring new products in their ERP system. Manual handling of these tasks increased the risk of human errors and lacked efficient control measures.
To address this, we implemented solutions to streamline the quotation and product configuration processes. Our interventions aimed at reducing manual intervention, enhancing accuracy, and implementing robust control measures. As a result, our client experienced improved efficiency and minimized errors in these critical operational aspects.
The existing setup involved two separate systems for capturing quotations by Sales Reps, leading to complexities and potential data discrepancies when importing into another system for procurement.
Quotations were manually distributed via email by Sales Reps to customers, a time-consuming process prone to errors, including sending incorrect quotations or missing vital details.
After customers confirmed orders, the manual entry of product details in the SAGE ERP led to inefficiencies and a higher chance of errors. This process posed challenges in maintaining operational efficiency and accuracy.
The primary goals were to establish a unified system for seamless integration of quotation-related functions. Implement an automated and centralized quotation distribution system to enhance efficiency and accuracy. Automate the product setup process to save time and minimize the likelihood of errors. Overall, streamline systems, automate processes, and introduce a centralized platform to boost efficiency, accuracy, and productivity.
A Comprehensive Approach
The Quotation Management system ensures seamless collaboration among different teams, enhancing the accuracy and efficiency of the quotation process.
The EDI system significantly reduces the manual effort required for setting up new products in the SAGE ERP system, resulting in time savings and minimizing errors.
Automation of product setup leads to quicker sales order placement, improving overall operational speed and responsiveness to customer demands.
The integrated approach streamlines business operations by centralizing key functions, reducing duplications, and promoting a unified workflow.
Our solution successfully addressed the challenges posed by the duplication of systems, manual quotation distribution, and product setup inefficiencies. By implementing a unified Quotation Management system and an automated EDI system, our client experienced improved efficiency, accuracy, and productivity in their business operations. The streamlined processes have positioned the firm for continued success and growth in the dynamic IT consulting landscape.
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