
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

Manufacturing
This case study explores how a company that specializes in equipment and process controls integration, catering to industries like Water and Wastewater, Food & Beverage, and Chemical, transitioned from a web portal system to a modern, mobile-friendly portal.

Utility
A mid-sized distribution company faced mounting operational hurdles processing hundreds of daily customer orders received via email and PDF attachments. Their sales support team was bogged down by manual data entry, frequent mistakes and long turnaround times, all hindering both efficiency and customer satisfaction.