Energize Your Departments: Estimating, CO Entry, and Engineering with ERP Solutions

At WM Synergy’s Center of Excellence, we’ve previously explored the transformative power of Business Process Mapping (BPM) and Business Operations Assessments (BOA). These methodologies are crucial for identifying inefficiencies, streamlining processes, and driving overall business success.

Today, we’re diving deeper into specific departments—Estimating, Customer Order Entry, and Engineering—to show how ERP solutions can bring a new level of precision and efficiency.

The Importance of BPM and BOAs

In our previous blogs, we emphasized:

• BPM Sessions: Uncover specific improvement opportunities and identify gaps or risks in your current processes.
• Documenting and Standardizing Practices: BPM lays the groundwork for maximizing ERP utilization, turning it into a tool for true business transformation.
• BOAs: Provide a multi-phased improvement plan that recognizes issues hindering success and offers actionable steps to foster operational excellence.

By focusing on these foundational methodologies, we ensure that your business processes are not only efficient but also aligned with strategic goals. Now, let’s explore how these principles apply to the Estimating, Customer Order Entry, and Engineering departments.

Estimating: Precision and Efficiency with a Twist

Feeling bogged down by your estimating process? Enhance it with key ERP improvements:

• Clear Workflows, UDFs, and Statuses: Ensure smooth transitions and accountability at every stage.
• Automate and Standardize Quote Creation: Use a powerful configurator to say goodbye to errors and hello to speed and accuracy.
• Centralize Documents: Quick and easy access to all your documents means no more scrambling to find important papers.
• Maintain a Library of Standard Quotes: Easily tailored to specific needs, ensuring consistency and streamlining the estimating process.

These improvements not only increase efficiency but also align with our BPM approach of uncovering specific improvement opportunities and identifying gaps or risks in your current processes.

CO Entry: Smooth and Efficient Order Processing

Customer Order Entry should be seamless and efficient. ERP can help you achieve this by:

• Implementing a Robust Workflow for Contract Reviews: Minimize errors and ensure all obligations are met with ease.
  Tracking the Progress of Orders: Use status updates to enhance transparency and efficiency, helping manage customer expectations better.
• Integrating Credit Card Tools: Streamline payment processing for secure and efficient transactions.
  Automated Sales Tax Calculator: Apply the correct tax rates based on customer location, ensuring compliance and reducing manual errors.
• Standardizing Order Processing: The configurator reduces the risk of errors, making your operations smoother.

These enhancements echo our BPM philosophy of driving efficiency and boosting overall productivity.

Engineering: Integrating Innovation with Precision

Engineering is where your innovative ideas come to life. ERP solutions can enhance this process with precision by:

• Integrating CAD Systems with the ERP: Ensure seamless data flow from design to production, reducing manual entry and errors.
• Tracking Revisions and Changes to Engineering Designs: Guarantee everyone is working with the most up-to-date information.
• Centralizing All Engineering Documents and Drawings: Enhance collaboration and ensure everyone has access to the latest versions.

This focus on standardization and documentation aligns with our BPM principles, ensuring consistency in execution and improved communication across teams.

Bring the Fun Back to Efficiency

At WM Synergy’s Center of Excellence, we believe in empowering businesses to achieve operational excellence through strategic ERP solutions. Our approach helps you achieve greater efficiency, accuracy, and collaboration across various departments. Ready to transform your business processes? Let’s work together to drive your operations toward success.

Join us on the journey to operational excellence and discover how ERP solutions can elevate your business to new heights, ensuring sustainable growth and success.

Learn More About Our Methodologies

Watch this video to learn more about Business Process Mapping

Watch this video to learn more about Business Operations Assessments