Empowering a Manufacturing Firm Enhance Efficiency with a Custom App

Our Solutions

  • We implemented a Salesforce-based approval process to streamline the FPA system

  • Our team set up a mechanism to freeze the pricing data

  • We also enabled the client to view attachments in PDF

  • Our experts extended the visibility of these attachments to authorized users

  • We designed a robust FPA and quote process for customized quotes

Empowering a Manufacturing Firm Enhance Efficiency with a Custom App

Client Challenges

  • The client’s FPA system is housed in an AAH database, and this created problems

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

  • There was no mechanism to verify the accuracy of the dollar amount

  • The inability to attach supporting documentation to reports

  • Internal notes were prone to errors and inconsistencies, as they were entered in free text fields

Business Outcomes

  • Custom-built apps within the Salesforce ecosystem have considerably reduced losses due to typos

  • The accuracy of amount figures can be verified very effectively

  • Supporting documents can now be attached to reports , without hassles

  • High-quality data due to a significant reduction in duplicate records

  • Users find the application very easy to use as the fields freeze and lock according to the field requirements

  • An end-to-end view of quoting process can be generated to identify possible financial loss

  • High-quality data due to a significant reduction in duplicate records

  • A 40% increase in quoting efficiency

Conclusion

Implementation of a Custom-built App Helps Resolve Problems of Data Quality and Poor Visibility of Business Information, Resulting in a 40% Increase in Quoting Efficiency