Case Studies

Client Profile:

Industry: Hydraulic Machinery Manufacturing
Location: Chennai, India
Challenges: Manual project management, complex costing, project status tracking, and material procurement difficulties

Client's Situation:

A leading Hydraulic Machinery Manufacturer in Chennai, India, was facing several challenges in their project management processes. They were dealing with multiple projects simultaneously on their shop floor, which required meticulous tracking of project-specific stocks and expenses. Costing was a time-consuming task, and monitoring project status was a complex undertaking due to a combination of in-house and subcontracted work. Material procurement was also challenging, necessitating constant communication with suppliers.

Our Solution:

We recognized the client's needs and provided a comprehensive ERP - Project Management solution that addressed their specific challenges:

1. Pre-Sales Module: Enabled tracking of inquiries, quotation submissions, follow-ups, and closure, streamlining the conversion of inquiries into orders or providing insights into why inquiries weren't converted.
2. Costing Module: Offered a user-friendly Excel-based model for precise cost estimation, utilizing various norms and historical data, leading to more accurate cost projections.
3. Expense Monitoring: Facilitated close monitoring of expenses throughout the project lifecycle, from pre-sales to execution and post-production stages.
4. Production Monitoring: Allowed real-time monitoring of manufacturing processes, both in-house and subcontracted, providing up-to-date project status information.
5. Procurement Management: Automated the procurement of Bill of Materials, considering available stock, re-order levels, and high-value order approvals, streamlining the procurement process.
6. Stock Management: Efficiently managed material receipt, issuance, stock reservation for specific projects, stock adjustments, and gate pass issuance for material movements.
7. Sales Module: Simplified the processing of delivery challans and invoices, ensuring compliance with statutory provisions.
8. Admin Control Panel: Provided a comprehensive administrative control panel for user management, user authentication levels, database archival, and more.

Results and Benefits:

Following the implementation of our ERP - Project Management solution, the client experienced significant improvements:

1. Cost Efficiency: The system provided cost data versus actual variances, enabling the client to control expenses effectively.
2. Real-time Project Status: Project status and costs are now accessible at any point in time, offering better visibility and control.
3. Inventory Management: Project-specific stock status is now well-managed, optimizing inventory utilization.
4. Comprehensive Dashboard: The dashboard with drill-down features offers a snapshot of project status, enhancing decision-making capabilities.
5. Resource Optimization: The client efficiently utilizes human and machinery resources, resulting in increased performance and operating efficiency.

Client Satisfaction:

Our client expressed great satisfaction with the project implementation, as it significantly streamlined their operations, improved cost control, and enhanced overall efficiency.
We take pride in assisting clients like this one in realizing the full potential of their business through our tailored solutions.