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ERP System Implementation for Meeting & Contact Management
  1. case
  2. ERP System Implementation for Meeting & Contact Management

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ERP System Implementation for Meeting & Contact Management

amela.tech
Business services

Challenges with Meeting and Contact Management

Acme Solutions currently relies on disparate systems (spreadsheets, email, and a basic calendar) to manage client meetings and contact information. This leads to inefficiencies, missed opportunities, duplicated efforts, and difficulty tracking client engagement. They lack a centralized system for scheduling, reminders, and comprehensive contact data, resulting in reduced productivity and potential revenue loss.

About the Client

Acme Solutions Inc. is a rapidly growing business process consulting firm specializing in providing tailored solutions to improve operational efficiency for its clients. They are experiencing challenges managing client interactions and scheduling meetings effectively.

Project Goals

  • Implement an ERP system to centralize meeting scheduling and contact management.
  • Improve efficiency in booking and managing client meetings.
  • Enhance client communication and engagement tracking.
  • Reduce administrative overhead associated with meeting coordination.
  • Provide a single source of truth for all client-related information.

Functional Requirements

  • Automated meeting scheduling and calendar integration.
  • Centralized contact database with detailed client profiles.
  • Automated reminders for upcoming meetings.
  • Meeting booking request functionality for clients.
  • Reporting and analytics on meeting effectiveness and client engagement.
  • User role-based access control

Preferred Technologies

Cloud-based ERP platform
API integration capabilities
Mobile accessibility

Required Integrations

  • Google Calendar
  • Microsoft Outlook
  • Existing CRM system (Salesforce)

Non-Functional Requirements

  • Scalability to accommodate future growth
  • High availability and reliability
  • Robust security measures to protect client data
  • User-friendly interface

Expected Business Impact

Implementing an ERP system will streamline Acme Solutions' operations, improve client satisfaction, and increase revenue. By automating meeting management and centralizing client data, they expect to see a 20% reduction in administrative time, a 15% increase in meeting conversion rates, and improved client retention. Improved data visibility will allow for more targeted client engagement strategies.

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