Activant Application Consultant Helps Shorten Learning
Curve During Merger
When Industrial Process Equipment Group (IPEG) merged with
another distributor, they chose to move from a less advanced
operating system to their new partner's Activant
solution.
Challenge:
- Help employees at a St. Louis, MO-based material handling distributor learn the features and benefits of an Activant solution after a merger
Solution:
- Activant Professional Services: Application Consulting
Benefits:
- Reduced purchasing time by 20 percent
- 10 percent annual savings in inventory carrying cost
- Reduced labor expenses
- 40 percent decrease in month-end processes
At first, management asked employees to train co-workers on
the solution. That task soon proved to be too onerous: 21 people
simply didn't have time to teach 30 new colleagues the
day-to-day features, functionality, and nuances of the
solution.
"We needed a professional to come in and show us the
ropes," says Jackie Jones, purchasing manager.
"Everyone was too crazy trying to get databases together
and figure out who was doing what to field questions about how to
work things."
To shorten the learning curve and streamline everyone's
processes, IPEG management invited an Activant Application
Consultant to their St. Louis, MO headquarters. "It was a
great decision," Jones contends. "We needed someone
who could tell us the best, most efficient, most productive ways
to get our jobs done. The consultant did just that."
Automated, Paperless Processes
As someone new to Industrial Process' Activant
solution, Jones wanted to learn ways to cut steps from purchasing
routines, so the consultant taught her how to automate processes.
"We used to allocate stock order items to their respective
sales orders manually," Jones says. "The consultant
taught us how to set up the solution so it would match everything
for us." As a result, Jones cut purchasing time by 20
percent.
The consultant helped Jones move from a fixed control method
of purchasing -- Min/Max -- to a variable control
-- Up To -- for certain vendors. The move enables IPEG
to maintain about 10 percent less inventory for several suppliers
while meeting customer demands.
The consultant also reminded Jones that making three copies of
every customer and vendor invoice was an unnecessary task that
cost the company thousands of dollars in paper and printing
costs. Because IPEG now keeps all documentation online, Jones
realizes that unessential paperwork actually cost her company
much more. "We used to pay someone to staple all of that
paperwork and file it away," Jones says. "When that
person left, we didn't replace her, and we're saving
about $30,000 each year."
Accounting for Change
Diane Fuller, head bookkeeper at IPE, worried that numbers
"weren't hitting the books right" when she
first worked with the Activant solution immediately following
the merger. After working with the consultant to learn more about
accounting features and functionality, she knows she can trust
month-end figures. The consultant also helped Fuller simplify
month-end processes -- resulting in a 40 percent decrease in
the amount of time she spends closing the books. "We spend
so much less time trying to track things down because the
solution records everything for us."
Fuller concludes: "I can do things
20 times better than I could in my old system, and 10 times
better on Activant than I could before the consultant came to
help us." Jones agrees. "The consultant made
everything simple and easy to understand -- even for me, who
spent 20 years trying to do everything by hand," she
laughs.
For more information on Activant's enterprise software solutions, please fill out our Web Contact Form.
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