The situation
Before the System.
Every department ran on its own files, and finance re-keyed the same transactions to bill. Account status depended on who you asked; reports were merged by hand.
Case study · Technology
360° ERP: Every Department on One System.
A 360° ERP system case study: one technology provider, six departments, one shared record from lead to collection.
- 360° ERP System
- CRM to Finance
- Approval Workflows
- Full Audit Trail
- Sector
- Technology
- System delivered
- 360° ERP system
- Departments connected
- Sales, purchasing, operations, support, HR and finance
What we built
The Solution Delivered.
One record now runs from first lead through quotation, purchasing, delivery, service and collection. Each team gets its own view, approvals route by rule, and every change is logged.
The outcome
The Results.
Enter it once, and every department follows it. Sales sees delivery status without asking, quotations clear by rule, and management reads performance from live data.
One record, three departments
From Lead to Sale to Invoice.
One record flows from sales to operations to finance. Nothing is entered twice.
1 · Lead
CRM
Opportunity OP-1182Qualified
- SourceWebsite enquiry
- OwnerAssigned to sales
- Next stepPrepare quotation
2 · Sale
Quotation & Order
Quotation QT-2291Approved
- Bill of materialsCosted
- ApprovalMargin rule passed
- Sales orderSO-2291 created
3 · Invoice
Billing
Invoice INV-3381Released
- DeliveryCompleted
- Credit termsApproved
- CollectionDue in 30 days
System coverage
One ERP. Every Department.
Every module runs on the same customer, item and transaction records.
- SalesCRM & Sales Pipeline
Leads, opportunities and quotas tracked from first contact to closed deal.
- Pre-salesBill of Materials & Costing
Every solution costed from a controlled catalogue before it is quoted.
- SalesQuotations & Sales Orders
Templates, margin-based approvals and conversion to sales orders.
- PurchasingPurchasing & Supplier Pricing
Purchasing driven by approved orders, with supplier catalogues and FX rates.
- OperationsProject Delivery
Projects open from the sales order, with change requests tracked against scope.
- SupportTechnical Services
Service jobs queued, assigned and tracked to completion.
- FinanceInvoicing & Billing
Invoices raised from the order and delivery, never re-keyed.
- FinanceCollections & Receivables
Due, collected and outstanding, per client.
- FinanceCredit Control
Credit applications and documents approved before terms are given.
- FinanceExpenses & Cash Advances
Expenses and cash advances approved, released and liquidated on record.
- HREmployee Records & Requests
Employee files, leave and loans, with approvals and expiry alerts.
- ManagementReports & Audit Trail
Live reports across every module, with a full change log.
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