Stop Running Your Business on Spreadsheets.

CHALLENGE

The client's field sales process was heavily reliant on manual administration. Field agents were required to return to the office to prepare customer quotations after completing site visits, creating delays and reducing the amount of time they could spend selling. Duplicate site estimations were common, while pricing and configuration inconsistencies led to errors, rework, and missed opportunities. Management also had limited visibility into sales activity, making it difficult to support agents or identify quotations that required follow-up.

SOLUTION

We developed a custom ERP platform that enabled field agents to create and submit quotations directly from site visits using a mobile-friendly interface. The system centralised customer, pricing, and product configuration data, ensuring consistency and accuracy across all quotations. Managers gained real-time visibility into every quotation being produced, allowing them to monitor sales activity, identify opportunities requiring support, and improve overall sales performance.

OUTCOME

• Eliminated the need for agents to return to the office to create quotations
• Increased field agent productivity and customer-facing time
• Reduced quotation turnaround times

CHALLENGE

Prior to the ERP implementation, the client managed critical business operations across 12 spreadsheets and three disconnected systems. Teams spent significant time on manual data entry, cross-checking information, and maintaining multiple versions of the same data. The lack of integration created reporting delays, increased the likelihood of human error, and prevented the business from operating efficiently at scale.

SOLUTION

Designed and developed a custom ERP platform that unified project management, customer relationship management (CRM), reporting, document management, and workflow automation into a single, centralized system. The platform streamlined day-to-day operations by eliminating manual processes, automating repetitive tasks, providing real-time business insights through custom dashboards and reports, and improving collaboration across departments. Built with scalability in mind, the system was tailored to the client's unique business processes, allowing new features and integrations to be added as the business evolved.

OUTCOME

• 20+ hours20+ hourssaved weekly
• Reduced manual data entry
• Real-time operational reporting