Development of a Custom ERP System to Optimize Project Management and Supply Chain Operations

The client faces difficulties in organizing and managing multiple projects from conception to completion, tracking granular changes, handling materials procurement, scheduling resources across multiple projects, and integrating with legacy systems. These challenges hinder operational efficiency and responsiveness, impacting profitability and customer satisfaction.

A mid-sized manufacturing company with a diverse trade portfolio, seeking to enhance organization, project oversight, and supply chain efficiency.

• Develop a comprehensive, web-based ERP system to streamline project management workflows.
• Enhance quote management with faster creation, verification, and cloning capabilities.
• Implement granular change order tracking with workflow approval processes.
• Enable scheduling and resource allocation across multiple concurrent projects on a single interface.
• Provide real-time materials and supply chain management, including purchasing tracking and notifications.
• Integrate the new ERP with existing legacy systems to ensure seamless data flow.
• Improve sales forecasting, measurement, and closing processes through integrated tools.

• Project Management Module for overseeing projects from inception to completion.
• Quoting System for creating, verifying, and cloning client quotes efficiently.
• Change Order Management to track detailed modifications and approval workflows.
• Resource and Schedule Management for allocating personnel across projects with a unified view.
• Materials & Supply Chain Tracking to monitor procurement and notify administrators of new material needs.
• Sales Management Tools for measuring ratios, forecasting, and closing sales.
• Integration Capabilities with existing legacy ERP for purchasing and scheduling synchronization.

• Legacy ERP system for synchronization of purchasing, scheduling, and maintenance data.
• Possibly other internal systems for customer data, inventory tracking, and sales management.

• Scalability to support increasing project and data volume without performance degradation.
• High availability with minimal downtime to ensure continuous operation.
• Data security compliance, including secure authentication and data encryption.
• Performance targets for quote processing and change tracking to ensure rapid workflow completion.

The implementation of this tailored ERP system is expected to significantly improve operational efficiency through faster quote processing, more precise project tracking, and streamlined supply chain management. These enhancements should lead to increased project completion speed, reduced procurement errors, and better sales forecasting, ultimately boosting profitability and customer satisfaction.