Development of an Enhanced Sales & Operations Planning Portal for Manufacturing Growth

The client faces difficulties managing an increasing volume of customer orders with long lead times, which impacts accurate demand forecasting and production planning. Existing systems lack integration with ERP platforms, leading to data silos, inefficiencies, and limited ability to support growth and improve user experience for sales and internal teams.

A large manufacturing company experiencing significant growth, requiring a centralized platform to manage complex customer orders, forecast demand, and integrate with enterprise resource planning systems.

• Implement a robust, integrated portal to streamline order management for sales representatives and internal teams.
• Enhance forecasting accuracy to better align manufacturing schedules with real-time sales data.
• Support increased business scale with system scalability and agility to adapt to evolving requirements.
• Improve user experience with intuitive interfaces and efficient workflows.
• Ensure seamless integration with existing ERP systems for accurate, real-time data exchange.

• Order Management Module: Support for commercial and ad hoc distributor orders with tracking and status updates.
• Forecasting Tools: Advanced demand forecasting capabilities utilizing sales data and historical trends.
• Product Data Management: Technical module for managing product specifications and updates.
• Sales Data Reporting: Automated sales data sheet generation for analysis and decision-making.
• User Role Management: Customizable permissions for sales reps, internal staff, and management.
• Mobile/Tablet Access: Support for field use and trade show activities via dedicated tablet application.
• System Navigation Mockups: Interactive wireframes illustrating user flows and system behavior for stakeholder review.

• ERP system integration for data synchronization and reporting
• Data sharing modules for sales and product data updates
• Mobile app connectivity for tradeshow and field use

• System scalability to support increasing order volume and user base
• High system availability and uptime for continuous operations
• Data security and compliance with enterprise standards
• Performance targets ensuring responsive user interactions and data processing

The new application aims to improve order processing efficiency, enhance demand forecasting accuracy, and facilitate seamless ERP integration, leading to better production planning, reduced lead times, and improved user satisfaction. Expected outcomes include streamlined workflows, increased data accuracy, and scalable system infrastructure supporting substantial business growth.