They were doing everything on paper, which was inundating their staff. It’s also easier to get around standards when you’re using paper — there aren’t any fields that you have to fill in, so information that gets captured varies greatly.

Maintaining Excel manually was also very time consuming. They also accumulated a lot of paperwork over the years, which began to take up increasing amounts of office space to store — plus the expense of all the paper and toner they burned through with printing. Managers had to spend large amounts of time reviewing sales paperwork.

Wanted a more efficient, environmental solution.

We built a system that replaced their Excel spreadsheet. It presented everything in a digital format that their salespeople could use during their meetings.

A huge chunk of managers’ time was freed up because they no longer had to review orders for manual mistakes — all orders were now automatically checked for errors. Because the system was designed to catch order errors, order accuracy greatly improved.

We’re now making their data even more portable / integrated by building them a custom CRM. It’s also maturing their processes because technology is based on standards — it encouraged them to standardize their processes and systems, which raised their overall standards / work output.

Also makes it easier to onboard new employees because there are standards/guidelines for how to accomplish their work.