Custom Order Management Solution Case Study

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Case Study
Custom Order Management Solution Case Study
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About the Client
Our client is a family owned and operated
furniture business that has maintained their
reputation as an industry leader supplying
premier furniture to the hospitality industry for
over 33 years. The client takes pride in
creating and producing high quality products from
world-class craftsmen.
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The Challenge
The client was operating their business based on
manual order processing. They did not have an
order management system that simplifies and
automates their order processing such as sales
and purchase orders, material management,
Quote-to-Order, and activities such as tracking
the manufacturing process of finished samples,
drawings as well as pre and post production
stages. In order to keep up with the growing
business, the client required a software solution
that automates the above-mentioned business
challenges. In addition, the client also
required the proposed software solution to have
reports and dashboards with KPI based meaningful
metrics for tracking performance.
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Kairos Solution
Kairos suggested standard Salesfoce
implementation along with custom development to
the client. Our solution was customized to fit
the clients unique supply chain requirements and
to help the client maintain minimum inventory by
capturing material details into the database
which in turn allowed the client to efficiently
manufacture custom furniture as per
Make-to-Order/Just-in-Time inventory management
strategy. We helped the client to capture data
pertaining to drawings, samples, materials and
provided options to generate quote from accounts,
send quote to customer, and eventually convert a
quote to an order.
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Our solution leveraged Visualforce pages to
provide the following functionalities
Generate quotes from accounts Quote table
with line items Products grid for adding
additional products into quote as line items
Search product filter Inline editor to
convert quote line items to order items
Generate a quote into pdf file format Email a
quote to customer Convert a quote to an order
after approval
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How Does the Whole Process Work?
1. The client depends on three channels for
getting leads and accounts sales reps,
direct customers and design firms. 2. After an
order has been created, all order items will be
notified for pre-production
stage, and the material
availability will be checked from the Inventory.
If stock is not available, the client will
initiate a procurement process. 3. The material
will be supplied by third-party vendors. Once the
material is available, the process for
making samples and drawings will be
initiated. 4. After an approval of samples and
drawings, the 8-stage production will be
Initiated.
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5. After production, each part will be assembled
followed by shipment process. 6. Blue
Card vs Green Card To check the status,
pre-production process is green card
whereas actual production process is blue card.
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Business Impact
The benefits that the client has witnessed from
using the new system are a significant
improvement in terms of employee productivity and
the overall reduction of production time as a
result of the automated manufacturing processes
of core activities such as quote generation, pre
and post manufacturing processes and order
creation. In summary, by using our customized
order management solution, the client has
observed some positive impacts and outcomes in
the following areas
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Following areas

• Search, display, export, update, and reference
  all customer data within one user
• interface
• Sales reps and other users have access to
  customer data such as orders, status
• etc. at their finger tips
• Order statuses can be viewed online 247 from
  anywhere on any device
• Maintain customer order history for up-selling
  and future campaigning
• Track the material movements and details on
  demand
• Minimize stock on-hand and eliminate excess
  storage
• Track production stages efficiently and
  accurately
• Reduction in Make-to-Order cycle time
• Reduction in Quote-to-Order cycle time
• Customer management staff gets empowered by
  quick and accurate
• information and handle customers with
  efficiency.

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THANK YOU
http//www.kairostech.com