Signature Metal and Marble digitises planning and order processing

Company

Signature Metal and Marble is a Pritchard Industries company offering restoration and maintenance services for metal, stone, timber, doors and façades in New York.

Background

Paper-based processes were time-consuming and led to organisational errors. Sales, quotations, invoicing, recurring maintenance contracts, teams and equipment were not coordinated consistently. According to the source, this also resulted in maintenance contracts being lost.

Solution

After comparing ten solutions, Visual Planning was selected. The application was adapted to suit procurement, expenditure management, CRM, payroll and customer-specific interfaces. The implementation partner documented the processes and mapped them using a drag-and-drop application.

Results

The case study describes the transition from paper-intensive to largely digital processes, centrally available data and fewer errors. It cites annual benefits of US$150,000, equivalent to three full-time positions. These figures are taken from the customer case study; the time period, cost basis and calculation method have not been published. Further qualitative results include more timely invoicing, fewer contract losses and better-prepared assignments.

“Visual Planning was able to meet our requirements with a single solution, without us having to integrate numerous additional products.”

Mike Eisenberg, Consultant