Cloud ERP Software

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Cloud-based ERP Software Development

While SaaP ERP systems may help you get the right data for a single line of business, they cannot correlate opportunities and understand the significance of data, when you have multiple lines of business. This was the problem being faced by one of our clients. The client is a European giant specializing in oils, lubricants, and additives. They are also a prominent sponsor of motorsports. DreamzTech assisted the client with end-to-end development of an Enterprise Resource Planning software that suits exactly their business model, connects all verticals and departments and makes marketing campaigns easier.

Business Problems

The client was facing the following business problems prior to implementation:

  • Outdated sales lead and order entry process resulting in slow conversions and delayed operations.
  • The client had to send invoices and purchase orders manually to suppliers and customers. This process was prone to errors.
  • The customer’s traditional system lacked a platform to manage leads, opportunities and relate these to customers.
  • Updates to product prices did not consider historical pricing for existing customers or wholesale buyers resulting in disputes and dissatisfaction.
  • Lack of a modern CRM system meant there were no way appointments could be scheduled without possible conflict with another appointment. Reminders were not available.
  • Marketing campaigns were carried out in a traditional way over email, resulting in a lack of traceability.
  • The client lacked a unified platform from which they could manage all aspects of the supply chain – vendor, inventory, customer, delivery.
  • Though the customer had multiple warehouses, yet their existing system did not support receipt and delivery from each separately. Warehouse management was tedious.
  • Overhead costs such as freight charges, import duty, insurance, and taxes were difficult to track.
  • Data had to be fed from the existing platform to accounting software via a lengthy process causing delays in payments and discrepancies in reports.
  • The financial decision-making process was slow and often not reliable.
  • The customer was looking for centralized inventory control with the ability to create bundles, kits & variants on products.

SOLUTIONS WE PROVIDED

The customer enjoyed the following business benefits after implementation:

  • The Sales Module allows the customer to create and manage orders from a single collaborative platform.
  • The customer can create new orders and invoices by adding a digital signature. Suggestion for products to be added increases efficiency.
  • The customer can now record all orders, emails, call notes and activities of customers through the CRM module.
  • Each customer is now able to buy at their assigned and historically correct buying price.
  • The client is able to create and book tasks, appointments easily resulting in effective communication. Employees receive reminders on assigned tasks.
  • Ready to use newsletter templates, campaign editor with drag & drop feature and mailing list management features made campaigns easy and traceable.
  • The ERP combines vendor, inventory, purchase order and customer data under a single platform. This makes the supply and demand gap identifiable at a glance.
  • Multi-location purchasing and deliveries are now possible. Transfers and deliveries are tracked to ensure accuracy and transparency.
  • The customer can now determine the actual costs by using MTC’s sophisticated landed cost module.
  • Integrated accounts payable management tool saves time, effort, ensures smooth revenues & payouts and generates financial reports instantly.
  • Reports on profitability and margins are readily available helping the business to quickly act and make better business decisions.
  • Management of product, bundles, kits, multiple product sizes, colors, and other variants is possible, Reflects in orders too.

Approach from DreamzTech

As the customer ventured into their digital transformation journey they sought support from a software partner with expertise in the areas of new-age technology, consulting, ERP and software products. DreamzTech got the opportunity to architect an enterprise application with computerized workflows, modern user experience, multiple modules for user interaction and business insight.

asset management system ANALYSIS

DreamzTech engaged Business Analysts and SMEs to interview client stakeholders and define workflow, user roles and functionalities needed. These were then compared with SaaP ERP systems to determine best practices. Pain points and solutions were planned.

digital ad platform PLANNING

The architects from DreamzTech analyzed requirements to determine Technology to be used, database structure, data flow, and microservices. The project was broken into several phases with high priority business requirements included in the initial phase.

b2b travel portal DEPLOYMENT

Our team comprising Project Managers, Tech Leads, Designers, Developers, and Quality Analysts worked with the client since 2014 following Agile methodology for technology implementation. The application has been running successfully since its launch in early 2017.

Services We Provided

THE BUSINESS BENEFITS

Our tailored ERP solution has helped our customer transform their business with accuracy efficiency and effectiveness. Besides all the standard ERP modules our solution has provided them a single platform to manage all their accounts too. They have optimized their workforce management with insightful and actionable data generated from all their business lines and have improved supply chain efficiency like never before.

24% More revenue

Average increase in revenues annually.

1.2x Higher sales

Resulting from shorter sales cycles.

100% Customer retention

Recorded in 2 consecutive years since 2018.

Key Application Features

DreamzTech helped the customer have a single platform to manage all verticals, manage their entire supply chain and digitize relations with vendors & customers.

asset management system SALES MODULE

Create and manage orders from a single collaborative platform.

digital ad platform ORDERS MODULE

Create new orders and invoices by adding a digital signature. Scan barcodes or QR codes to pull data.

b2b travel portal CLIENT RELATION

Customers buy products at their preassigned and historically correct buying price.

automated oil change APPOINTMENTS

Create and book tasks, appointments for customers. Ensure efficient communication.

fleet management -asset management DRIP CAMPAIGNS

Email marketing made easy with inbuilt template editors and mailing lists.

asset order manage GAP ANALYSIS

Suppliers, Vendors, Retailers, and customers – all under a roof to ensure minimal supply and demand gap.

asset management system MULTI WAREHOUSE

Manage and maintain multiple warehouses and strategically assign them to locations.

digital ad platform LANDED COST

Determine the actual costs by leveraging the platform’s sophisticated landed cost module.

b2b travel portal ACCOUNTING TOOL

Integrated accounting tool for efficient revenue, payout calculation, and financial reports.

asset management system PROFITABILITY REPORT

Reports on profitability and margins for better forecasts and business decisions.

digital ad platform PRODUCT VARIANTS

Inbuilt concept of product variants, bundles, kits and to facilitate consumer needs.

b2b travel portal EMPLOYEE PERFORMANCE

Evaluate employee performance from productivity reports. This is a combination of tasks and SLA.

asset management system QUOTATIONS

Create quotations from templates with digital signatures and product suggestions.

digital ad platform INVOICING

Generate professional invoices from any template and send it to all parties in a minute.

digital ad platform ANALYTICS

BI dashboard with Predictive analytics and forecast reports for making smart decisions.

Technology Overview

USER INTERFACE:

HTML5

CSS 3

Bootstrap

JQuery

BUSINESS LOGIC:

C#

ASP.Net

PHP

Ajax

DATABASE:

MS SQL

OTHER TOOLS & TECHNOLOGY:

Entity Framework

JIRA

Linq

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