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Back to Case Studies

Aviation Manufacturing - ERP Selection Case Study

Explore this aerospace manufacturer's journey to select the right ERP for successful implementation, integration, and compliance.

Aviation Manufacturing - ERP Selection Case Study

Explore this aerospace manufacturer's journey to select the right ERP for successful implementation, integration, and compliance.

Key Takeaways:

RubinBrown conducted a focused operational assessment and vendor evaluation process that led to:

  • Identifying a medium list of vendors (4-6) tailored to the client’s critical needs within the aviation industry. Core operations were reviewed, including supply chain and project accounting needs, to define requirements for a new ERP system. The process narrowed the field to four to six ERP software vendors aligned with aerospace objectives.
  • Conducting overview demonstrations and gathering proposals from the medium list of vendors. Structured demonstrations focused on real-world aerospace workflows and supply chain visibility. Standardized proposals outlining pricing and ERP implementation timelines allowed leadership to compare options and select the right ERP with confidence.

Client: 

A premier aerospace manufacturer and provider of aviation safety devices. This high-growth aerospace manufacturer was preparing for its next stage of expansion after being acquired by a private equity firm. It was operating with a mix of spreadsheets, standalone tools, and manual processes that worked well for years but became increasingly difficult to manage as production volume, data needs, and operational complexity increased.

Challenge:

The client needed a modern ERP system that could support rapid growth, improve visibility, and reduce dependence on manual workflows without adding unnecessary complexity or slowing day to day operations. Their team desired a single, modern system. They viewed the installation of a new ERP as an evolutionary improvement of their existing system of tools, processes, systems, and team members. As demand increased and operations grew more complex, their current state became increasingly difficult to maintain.

With plans for growth in the aerospace industry both organically and through acquisitions, the client required an ERP system that could:

  • Seamlessly integrate aviation safety-specific data management across inventory control, quality management, financials, and the full manufacturing and production process.
  • Track component traceability, material certifications, manufacturing origin, and compliance documentation throughout the inventory and production lifecycle to ensure regulatory compliance is maintained to the highest level of aviation safety standards.
  • Support scalable growth, both organically and through acquisition.

Actions:

  1. Operational Assessment: RubinBrown conducted a focused operational assessment designed to help growing manufacturing organizations define what they truly need from an ERP.
  2. Business Processes: Met with stakeholders across the aerospace manufacturing operation to understand how business processes flowed from the shop floor through supply chain management and project accounting within their existing ERP system.
    1. Required System Functionality: RubinBrown documented the required functionality for a new ERP, focusing on industry-specific capabilities, real-time reporting dashboards, and stronger integration across operations.
    2. Manual workarounds and other process bottlenecks and inefficiencies: RubinBrown identified manual Excel workarounds, supply chain bottlenecks, and disconnected tools that limited productivity and created risk within the aviation sector environment.
    3. Potential process changes and improvements: RubinBrown outlined practical improvements aligned with best practices, helping the team define what the right ERP system and future ERP implementation should support to drive long-term profitability.
  3. Vendor Demonstration Process: RubinBrown then developed and delivered a detailed vendor information packet with clear requirements and evaluation criteria. The RubinBrown team managed market research, vendor outreach, and product overview demonstrations with a medium list of vendors to ensure alignment with business needs, budget, and long-term value.

Solution:

RubinBrown conducted a needs assessment and recommended replacing the client's outdated systems with a single ERP solution to improve efficiency and better enable revenue growth. RubinBrown defined system requirements, created a vendor packet, and managed overview demonstrations with a medium list of vendors to guide the client to a short list.

Results:

  • Executive and SME Interviews: Identified numerous opportunities and pain points related to data, processes, people, change management, and technology.
  • Vendor Packet Creation: Delivered a comprehensive vendor packet tailored to the unique needs of the aviation industry and client.
  • ERP Evaluation: Evaluated five ERP vendors through overview demonstrations and initial proposal response based on the vendor packet.
  • Vendor Relationship Management: Smoothly transitioned vendor relationships to the client, enabling them to continue their evaluation as their priorities allowed.

What Our Clients Say

"Hiring RubinBrown to help us with this ERP decision was the best decision we could have made for our company. We needed their expertise and their advice. Without it, we could have made some very bad, very expensive decisions. Thanks to the RubinBrown team's gentle guidance, thoroughness, and support, we knew we were making the best choices for our company by not buying a new ERP system at this time."

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