Distribution & logistics
Multi-entity ERP transformation
Centralise data and harmonise finance and operations processes across several entities on a shared ERP foundation.
- ERP transformation
- Data migration
- System integration
Manufacturing
Business quotation application integrated with the ERP
Structure a bespoke quotation process inside an application integrated with the ERP, to speed up quotes and make estimates dependable.
- Business applications
- ERP integration
- Process
- Reliability
Context
An industrial company specialising in bespoke manufacturing. Quoting rested on individual spreadsheets, with calculation rules duplicated and versions diverging from one salesperson to the next. How long a quote took to produce, and how dependable the estimate was, depended largely on the experience of whoever prepared it.
The challenge
To centralise the quoting rules without making rigid a process that has to stay adaptable to varied configurations, and to connect the application to the ERP so as to remove double entry and stop the reference data drifting apart.
What AXENEO did
The work we carried out
- 01
Scoping the process
- Analysis of the existing quoting process and of its variants
- Formalisation of the calculation rules and of the cost parameters
- Definition of the user journeys and of the approval levels
- Data model and its articulation with the ERP reference data
- 02
Design and build
- Design of the application and of the quoting screens
- Centralisation and versioning of the calculation rules
- ERP integration: items, prices, customers, quote generation
- Functional acceptance testing with the target users
- 03
Rollout
- Support and training for the sales teams
- Migration of the recurring configurations
- Continuous improvement from what usage reveals
Results
What the set-up changed
Results are described qualitatively. We do not publish figures we would not be able to document.
Quoting rules centralised, versioned and applied consistently.
Quotes produced faster, from data held in the ERP.
More dependable estimates, less tied to individual experience.
Double entry between quoting and sales administration removed.
A documented process that can be handed on to newcomers.
Expertise involved
Other case studies
Business services
Internal service portal
Replace informal request channels with a single point of entry, approval workflows and traceability that can actually be used.
- Digital Workflows
- Service portal
- Automation
Public sector
Information system interoperability programme
Secure the requirements, the functional governance and the quality of deliverables on an interoperability programme.
- Interoperability
- Governance
- Requirements
Contact
A comparable situation?
We can walk you through the approach taken, the difficulties met along the way, and what we would do differently.