CHALLENGE
Frapol is a company belonging to the Instal Group. Frapol is one of the largest manufacturers and suppliers of standard and highly technical air-conditioning and ventilation systems.
The initial need for the company to focus around the search for efficient and flexible tools for process automation offers. The current solution was far from ideal and made it difficult for merchants to perform daily duties related to the bidding of air conditioning equipment and services. Also Service Department does not have a tool that would help improve the Organization of work in the area of warranty service and maintenance.
Next were presented to the requirements for the implementation of electronic invoices and purchasing cost, as well as the implementation of the requirements.
SOLUTION
Mapped in the Baseline ™ present offer scheme, improved its functionality and ergonomics, deployed and customized design module that allows the mapping of construction projects in the country and abroad. There is a set of reports that allow you to perform simple analyses of the effectiveness of the traders.
From month to month the functionality deals was being expanded with new functionality to automate work Department offers and traders, to evolve in the direction of the Sales Commission calculation and generation of customer orders.
In next stages mapped ledger accounts, implemented electronic cost and purchasing invoices. Expanded the OCR module to better recognize the complicated invoices and adjustments.
Stage I (done)
CRM
Project Management
Stage II (done)
Service support
Stage III (done)
Electronic Document Management
Stage IV (done)
Orders Management
Stage V (planned)
Integration with Impuls EVO
INTEGRATION
Impuls EVO
Warehause
RESULTS
Increase team productivity by automating the process of offers. Ordering of maintenance processes, automatic notifications of planned inspections in a given month. Office automatization.