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PlanSwift & Eclipse Integration Plugin Development

buildableworks.com

Construction

Challenges

Consolidated Supply Company faced challenges with inaccurate pricing due to disconnected quoting and ERP systems. Manual data entry was time-consuming, prone to errors, and lacked real-time pricing updates. The lack of integration hindered efficiency and created delays in project execution.

About the Client

Consolidated Supply Company is a construction company seeking to streamline quoting and ERP processes.

Objectives

Automate the transfer of live pricing from PlanSwift to Eclipse.
Enable seamless upload of finalized quotes from Eclipse to PlanSwift.
Improve quote accuracy by leveraging real-time pricing data.
Reduce manual data entry and associated errors.
Streamline the quoting and order management workflow.

Functional Requirements

Real-time pricing fetch from Eclipse within PlanSwift.
Complex item search functionality.
Office branch selection for pricing and quote generation.
Automated quote upload to Eclipse.
MSI installation for workstation deployment.
Network configuration retrieval.

Technology Stack

.NET

COM Interop

REST API

JSON

HTTP

Sockets

LINQ

File System

Logging

External Integrations

PlanSwift COM objects
Eclipse REST API

Non-Functional Requirements

Security: Secure communication with both PlanSwift and Eclipse.
Performance: Fast data transfer to minimize delays.
Reliability: Robust error handling and data validation.
Scalability: Ability to handle increasing data volumes and user load.
Maintainability: Well-documented code for future enhancements.

Expected Business Impact

This integration is expected to significantly improve operational efficiency by automating quote processes, reducing errors, and accelerating project timelines. Improved quote accuracy will lead to better project profitability and customer satisfaction. Reduced manual effort will free up resources for more strategic tasks.