A $600 million roofing manufacturer and distributor selected RubinBrown to conduct a complete assessment that would aid in improving their internal processes and evaluating ERP technologies.
A $600 million roofing manufacturer and distributor selected RubinBrown to conduct a complete assessment that would aid in improving their internal processes and evaluating ERP technologies.
RubinBrown initiated the assessment by conducting a thorough analysis of the company's existing workflows, identifying inefficiencies and bottlenecks that hindered productivity. This involved interviews with key stakeholders across various departments, including manufacturing, sales, and finance, to gather insights into their operational challenges and aspirations.
Following the initial assessment, RubinBrown employed a series of workshops to engage employees at all levels, fostering a collaborative environment where ideas for improvement could be shared. This participatory approach not only helped in pinpointing specific pain points but also encouraged buy-in from staff, which would be essential for any future changes.
Once the current state was well understood, RubinBrown began evaluating potential ERP solutions that aligned with the company's strategic goals. RubinBrown assessed various platforms in terms of functionality, scalability, integration capabilities, and cost-effectiveness. By comparing these solutions against the identified needs of the roofing manufacturer, RubinBrown aimed to recommend the most suitable ERP system that could streamline operations, enhance data visibility, and support future growth.
As the project progressed, RubinBrown delivered regular updates to the company's leadership team, providing insights and recommendations based on their findings. The culmination of this assessment would not only lead to
The company understood that its existing business applications and supporting technology were not supporting its future growth and expansion. The company needed an integrated, modernized solution to position them for future success. Potential areas for improvement with a modern enterprise technology platform were information accessibility and accuracy, improved process efficiency, internal integration with other systems, and external integration with customers and suppliers. These innovations were expected to further the scalability and agility of the organization. Along with traditional ERP functionality, the following three capabilities were identified as critical to the company's success and considered in scope for the integrated ERP project.
Reviewed and mapped the company’s current state of operations targeting plan to produce, quote to order, requisition to pay, the quality assurance (QA) and quality control (QC) processes, and shipping and invoicing processes. Identified areas of opportunity for business improvements, both technology and non-technology related:
After RubinBrown guided the client through several vendor discoveries and demonstrations, the client decided to upgrade and build out their current CRM to handle their field service requirements and continue using their existing ERP solution.
RubinBrown facilitated a detailed analysis of the client's current systems, identifying gaps in functionality and areas for improvement. By leveraging their expertise, the team helped the client articulate their specific field service needs, such as scheduling, dispatching, and real-time communication with field technicians. RubinBrown’s consultants worked closely with the client’s IT and operations teams to customize the upgraded CRM, ensuring it integrated seamlessly with the existing ERP system.
Training sessions were held to familiarize employees with the enhanced features of the CRM, empowering them to utilize the new tools effectively. Additionally, RubinBrown established a feedback loop to monitor the transition and adjust as necessary, ensuring that the changes to the system met the evolving needs of the field service team.
As the project progressed, the client began to see immediate improvements in efficiency and customer satisfaction. Dispatch times decreased, and technicians reported having better access to job information, which allowed them to resolve issues more quickly. The integration of the CRM with the ERP also provided the client with valuable insights into operational performance, enabling data-driven decision-making.
In the end, the collaboration between RubinBrown and the client not only modernized their field service operations but also laid a solid foundation for future growth. With the new system in place, the client was better equipped to adapt to changing market demands and enhance their service delivery.
The results of our assessment permitted the client to make better informed decisions based on opportunities that were identified and conduct their business within their current technology architecture. By leveraging the data and analysis provided, the client was able to prioritize initiatives that aligned with their strategic goals and operational capabilities.
The client experienced improved performance metrics and a more agile response to market demands. The collaborative nature of the assessment fostered a strong partnership, enabling ongoing dialogue and adjustments as the business landscape evolved. Overall, the client felt empowered to navigate their future with confidence, backed by a solid foundation of informed decision-making and a clear vision for their technological landscape.
"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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