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Streamlined Quoting and Order Management System for Custom Plastic Extrusion Manufacturer

rolemodelsoftware.com

Manufacturing

Consumer products & services

Challenges with Legacy Quoting Processes

Manual, spreadsheet-based order management and estimation processes caused inefficiencies, limited collaboration, single-point bottlenecks, and time-consuming material price updates. Disconnected systems led to redundant data entry and operational delays.

About the Client

Family-owned custom plastic extrusion company with 18 production lines and 120 employees, specializing in complex customer-specific solutions

Goals for the New Software Solution

Replace legacy spreadsheets and fragmented software with unified platform
Enable multi-department/sales team collaboration on quotes
Automate material price updates and complex calculations
Eliminate double data entry through ERP integration
Implement digital workflow management system

Core System Functionalities

Multi-user access with role-based permissions
ERP system integration for seamless data flow
Digital work queue with task prioritization
Automated batch processing for price adjustments
Quote template reuse and section copying capabilities
PDF drawing attachment functionality

Technology Stack Requirements

Cloud-based platform

Web application framework

Relational database

System Integration Needs

Existing ERP system
Document management system

Operational Requirements

High availability (24/7 access)
Role-based security controls
Scalable architecture for future growth
Cross-department performance optimization

Expected Business Impact

Projected reduction of 1000+ weekly labor hours through automation, 30% overall ROI from operational efficiencies, improved cross-functional collaboration, and enhanced ability to respond to market changes while maintaining custom manufacturing flexibility