A tablet-friendly back-office task management app for a fence manufacturer.
Our client required a better overview of business performance and a reduction in manual admin processes.
The brief
Due to unprecedented growth of their business, our client quickly found that producing and managing sales quotations, workshop job sheets and customer invoices had become time-consuming and frustrating.
The team opted for an iterative approach in which the automation of processes was delivered in small chunks of development, with each successful implementation returning cost savings that would fund the next phase of the overall project.
Tablet-friendly task management
Live production information was easily accessible to anyone, anywhere in the busy workshop on touch-friendly interfaces specifically designed for tablet screens.
Business intelligence reporting
Our client now has clear profitability, productivity, inventory and projected revenue reporting, which replaces what was previously an arduous and onerous process.
Third-party software integration
We were able to use APIs to integrate the new platform with the client's existing software that they'd come to rely upon on, such as Xero and Google Maps .
The result
We delivered a sales quotation system with a workflow designed to match their internal processes.
Instant margin calculations supported effective sales negotiations, improving conversion rates, while automated job sheets provided the workshop team t with a clear list of tasks from when a sale is confirmed.
As the company continued to grow and benefit from the system, we added further modules for:
- A sales CRM with revenue projection
- Stock inventory planning tools
- Xero accounting software integration via API
- Touchscreen-friendly task management for the workshop
- Intelligent delivery planning using Google Maps API
- Work scheduling modules to save on delivery costs
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