
ABOUT THE CLIENT
Our client, a leading U.S.based provider of site services,sought to enhance its operational efficiency for their fence product by integrating a web-based calendar with its Acumatica ERP system for streamlined order management.
PROBLEM
The system relies on an Excel macro-enabled tool, lacking a scalable solution for order visualization.
Limited branch-specific order visibility hampers effective planning
No dynamic separation of orders by branch
Absence of filtering options for specific orders
Lack of visual cues for order-wise differentiation
Creating and tracking tentative orders is complex and time-consuming.

SOLUTION
Offers month, week, and day views to visualize fence orders
Sorting by project, work, fence type, or driver across all views
Enhances visual identification of order types.
Daily order and driver mapping for optimized routes.
Placeholder creation for tentative orders and detailed notes for all orders.
BENEFITS
The shift to a high-tech model delivered significant business benefits:
Enhanced branch-specific insights with customizable views and filters
Order Mapping based on order address for optimized driver scheduling
Aided simplified order management, contributing to smoother workflows and better planning
A robust solution that scales with the company's growth and evolving operational needs.
TOOLS & TECHNOLOGIES USED

Rental
This is the largest Utility Rental Company based in North America. Renting porta potties,fences and sanitation utilities.Salesforce CPQ was to be implemented. In addition a customer portal was to be built which could enable users to request for quotes, place orders and manage orders.The Source of Truth was to be in Salesforce.

Utility
Our client, a regional industrial supply company with multiple locations across the Midwest, faced mounting complexity in daily operations. Managing inventory, approvals and service updates required constant coordination between warehouse, field and leadership teams.