Migration to cloud ERP for national distributor
IndustrialCo*, a national distributor of industrial equipment with offices in 5 states, previously operated from on-premise servers in each location.
Remote login software was used to access emails, calendars and files plus their aging ERP software across the country.
With lack of insight into inventory levels at each warehouse, service levels were falling behind customer expectations.
The sales team didn’t have ready access to customer records or current stock levels while out on the road, hampering their ability to close deals.
Additionally, management also lacked access to up-to-the-minute business intelligence to effectively manage the business in today’s fast paced world.
Following a combination of discovery sessions and internal assessments, we planned a digital transformation strategy to move all systems to the cloud.
Emails, contacts, calendars and files were migrated from their on-premise servers (across multiple offices!) to Google Workspace.
Files were organised in Shared Drives with appropriate roles-based permissions.
A cloud ERP system was selected and implemented – covering the functions of inventory management across multiple warehouses, purchasing with multiple currencies, quoting and sales orders, invoicing, accounting, payroll and customer service.
A CRM was implemented to help the sales team manage their opportunities and close more deals.
To enhance security, mobile device and endpoint management was enabled, along with an Identity Access Management (IAM) solution with Single Sign-On (SSO).
Significant IT cost savings were realised by eliminating the need for an on-premise server, internal network, on-premise software licences and remote desktop login connections.
With the business operating from the one system (which can be accessed securely from any location and device), team collaboration and customer service levels have both improved.
The cloud ERP provides real-time access to inventory levels and pricing, so the sales team can more effectively serve their clients.
Importantly, management now has access to the business intelligence and financial data required to react quickly to changes in demand, manage capital more effectively and to make forward-looking decisions.