From Fragmentation to Integration: A Manufacturing Company's ERP and Salesforce Transformation

A leading manufacturing company, known for its innovative solutions, faced rapid expansion challenges. Over the course of 18 months, the company grew substantially by completing an IPO and acquiring 12 businesses to drive its presence across multiple sectors. Despite their growth trajectory, the organization encountered systemic inefficiencies that hindered operational excellence.

About The Company

The manufacturing company struggled with key issues during its accelerated expansion:

  • Data Fragmentation: Disparate systems prevented a unified view of data, impacting decision-making and efficiency.
  • Legacy Systems: Outdated on-premise solutions resulted in time-consuming manual processes and a lack of scalability.
  • Knowledge Gaps: A small team had limited expertise with newly inherited systems from acquisitions.
  • Integration Challenges: A lack of seamless integration between critical applications, such as Salesforce and payroll systems, led to data inconsistencies and slow response times.

The company’s leadership knew they needed to invest in a robust, scalable solution to unify systems, streamline data, and facilitate long-term operational success. Said their CIO, “We were expanding rapidly, but our systems couldn’t keep up. We needed a strategic partner to help us consolidate and integrate our operations for greater efficiency.”

The Pain

To address these challenges, the company partnered with Apps Associates to strategically transform their operations by consolidating systems and constructing an integrated data ecosystem.

Oracle ERP Implementation

To address operational inefficiencies, Apps Associates implemented Oracle Cloud ERP to replace disparate systems, improving procurement, finance, and supply chain processes.

Key Actions:

  • Implemented Oracle Cloud ERP for primary operations, ensuring real-time data access.
  • Integrated Oracle ERP with Salesforce and other external platforms.
  • Streamlined order-to-cash and procure-to-pay processes for a smoother flow.
Salesforce Implementation

To resolve their fragmented CRM environment, Apps Associates executed a comprehensive design to unify multiple Salesforce organizations into one streamlined instance. This solution enhanced sales processes and ensured data integrity.

Key Actions:

  • Consolidated multiple Salesforce environments.
  • Unified quote-to-cash workflows for enhanced sales capability.
  • Implemented robust training programs to facilitate user adoption.

The Solution

Through their partnership with Apps Associates, the manufacturing company achieved substantial transformation, yielding efficiency, scalability, and alignment across operations.

ERP Transformation:

  • Streamlined processes eliminated time-consuming manual workflows.
  • Real-time data accessibility provided faster, informed decision-making.
  • Financial reporting processes, such as book closures, were significantly expedited.

Salesforce Successes:

  • Enhanced sales efficiencies through a unified CRM.
  • Improved pipeline visibility and a cohesive sales culture.
  • Facilitated better communication across teams, promoting collaboration.

The Results

The training programs and continuous engagement of users throughout design and implementation ensured a smooth transition and high adoption rates. Apps Associates continued to support the company through its Managed Services, enabling system optimization and ensuring scalability for future growth.

The unified system empowered the organization with the tools needed for further expansion, including capabilities to drive data warehousing projects, AI integration, and enhanced security measures. The company’s CIO remarked, “Apps Associates didn’t just deliver a solution; they became trusted partners in transformation. Their expertise and strategic approach gave us the unified, scalable operations we needed to support our growth ambitions.”

Apps Associates positioned this thriving manufacturing company for continued success, offering a strong foundation to tackle future needs and opportunities while optimizing current operations.

A Foundation for Future Growth

About Apps Associates

Apps Associates is a premier enterprise applications and technology advisor, counseling and executing across every stage of the enterprise transformation journey—not just the destination. For more than two decades, Apps Associates has closely collaborated with decision makers across nearly every industry, offering end-to-end integration, modernization, and cloud migration services. By helping to break down the silos within today’s most complex business challenges, Apps Associates is unlocking solutions and efficiencies that scale into future opportunities. Learn more at appsassociates.com or follow on LinkedIn.

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