Developing a Custom App to Resolve Poor Data Quality and Operational Visibility (Case Study)


We all know proper quality of data and good visibility of operations play a key role in helping a business chart the path to success. Unfortunately, many companies do not have proper systems in place to access high quality data and get a comprehensive, real-time view of their business activities. This, in turn, affects their ability to take the right decisions, without delay.

Read on to find out how Solunus helped a multinational manufacturer enjoy data of high quality and get the big picture of their business operations by developing a customized application.


About the Client

The client is a 95-year old manufacturer of air-conditioners, based in Minneapolis, MN. They are a world-leading player in the HVAC sector with operations spread across more than 150 countries. The company has an annual revenue of more than $20 billion.


Project Overview

The company approached us to develop an effective solution that would help them resolve their data quality problems. They also wanted us to develop a system to provide real-time business insights and reduce document processing errors.


Challenges Faced by the Client

  • The client’s Factory Price Authorization (FPA) system is housed in an AAH database, and this created various business visibility problems

  • The manufacturer suffered from data of very poor quality

  • They incurred financial losses because of frequent typos while filling the details​

  • There was no mechanism to verify the accuracy of dollar amounts ​

  • The customer was unable to attach supporting documentation to reports​

  • Their internal notes were prone to errors as they were entered in free text field​​s

Solution Provided by Solunus

As part of our solution for the manufacturer, we developed a customized Salesforce-powered app and implemented a robust approval process to streamline the FPA system. Our team set up a mechanism to freeze the pricing data, once approved by concerned managers. Our solution also included the following.


Development of a System to Help Clients Export Reports as PDFs

Our experts worked with the client to develop a system that allowed their users to export data reports in the PDF format. This made access to data easier, as the reports could be viewed on any system, even if it’s not connected to Salesforce.


Streamlining the FPA and Quote-generating Processes

We streamlined the manufacturing company’s FPA and quote-generating processes to meet their evolving needs. As a result, the organization can generate customized quotes, perfectly tailored to specific requirements of clients.


Business Results

  • 100% Visibility of Business Operations

  • 90% Improvement in Data Quality

  • 45% Increase in Quoting Efficiency

What to Expect by Partnering with Solunus?

  • 70% Increase in Work Order Processing Efficiencies

  • 60% Reduction in Manual Processing of Tasks

  • 360° View of Operational and Sales Data

  • 90% of Customer Complaints Are Resolved on the First Contact

  • 47% Increase in Productivity of Service Reps

About Solunus

Solunus is a dedicated Salesforce partner organization, headquartered in Dallas, Texas. Our unrelenting focus on comprehending the unique needs of our clients coupled with our unrivaled expertise of the Salesforce platform enable us to deliver the perfect solutions that create the best value.

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