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Modernization of Manufacturing Representative Order Management System
  1. case
  2. Modernization of Manufacturing Representative Order Management System

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Modernization of Manufacturing Representative Order Management System

door3.com
Manufacturing
Business services

Challenges with Legacy System

StillwellHansen is facing challenges with its outdated, unsupported Microsoft Access-based order management system. The legacy system is siloed, difficult to navigate, prone to bugs, and lacks the flexibility to meet evolving business needs. Users have resorted to workarounds, highlighting the system's inadequacy and hindering adoption. The impending end of Microsoft Access support necessitates a modern, reliable, and scalable solution.

About the Client

A leading manufacturers’ representative specializing in heating and air conditioning equipment, providing sales and service order management.

Project Goals

  • Modernize the order management system to a web-based platform.
  • Increase user adoption by providing an intuitive and user-friendly interface.
  • Improve visibility and reporting capabilities across all business functions.
  • Streamline workflows to enhance operational efficiency.
  • Ensure a smooth transition from the legacy system with minimal disruption.

System Functionality

  • Order management (creation, modification, tracking)
  • Service order management (scheduling, time tracking, labor costs)
  • Quote management (template creation, version control)
  • Reporting and analytics (sales figures, cost/profit centers, divisional performance)
  • User role and permission management
  • Document management (template manager)

Technology Stack

Web-based application
Modern database technology (e.g., SQL Server, PostgreSQL)
Cloud-based infrastructure (e.g., Azure, AWS, GCP)

Integration Requirements

  • Accounting system (e.g., QuickBooks, NetSuite)
  • CRM system (if applicable)
  • Inventory management system (if applicable)

Non-Functional Requirements

  • Scalability to accommodate future growth
  • High availability and reliability
  • Data security and compliance
  • Performance and responsiveness
  • User-friendly interface and intuitive navigation

Expected Business Impact

This project is expected to significantly improve operational efficiency, enhance data visibility, increase user satisfaction, and enable data-driven decision-making. The modernized system will reduce errors, streamline workflows, and provide a foundation for future growth and innovation. The ability to track key performance indicators (KPIs) and gain insights into business performance will empower executives to make more informed decisions and drive business success.

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