Soanar OneOffice

“I see OneOffice as the value driver for our sales force. The CRM and dashboard tools deliver improved decision making to fuel our growth and enhance customer relationships.”

Needs met:

Full and seamless integration between back office and front office functions: total integration of business intelligence, CRM, workflow and processing screens in one place

Deliver reporting through multiple perspectives, for the supplier, customer, product, staff member etc

Create a ‘start of day’ position including sales, gross profit, , and inventory as well as a ‘to do’ type of action list, with outstanding quotes to chase and details of customers on hold

Improved workflow and productivity

Electronics distributor Soanar Electronics was confident that OneOffice would manage its workflow more effectively. But the impact of the solution took the company by surprise…

Electronic component distributor Soanar Electronics had been using a CRM package to manage design tracking within its sales and marketing network. Given the Melbourne-based company’s geographical spread, with offices throughout Australasia and South East Asia, this involved holding distributed information on multiple servers. This was cumbersome and synchronisation of data, including synchronising with its existing OneOffice back office implementation was an ongoing issue.

Design tracking requires quite a complex process as each product is treated as a project in its own right, with jobs being passed amongst multiple staff members to deliver the service. Reporting must also be available in multiple perspectives, for the supplier, customer, product, staff member etc. The existing solution was not able to deliver all of these requirements, and it was always a struggle to get staff to use it.

Soanar wanted to move to a more robust solution, which would be able to manage the workflow process more effectively. The company looked at several applications which were written specifically for design tracking and CRM before choosing the full OneOffice solution, a front office upgrade to the existing OneOffice back office system already in use.

Why choose OneOffice?

Obviously data integration would no longer be an issue, but this was not the primary consideration. The company soon realised that OneOffice would be able to support its design tracking requirements because the package was highly configurable and it would deliver process and workflow data right to each person’s workspace. This meant staff would be spending less time jumping between different windows on their desktop, so increasing productivity.

OneOffice would also offer increased productivity to the company as a whole, with its tightly integrated workflow engine, CRM and context sensitive desktop integration. Additionally, the workspace dashboard would replace many reports and give a ‘start of day’ position including sales, gross profit, quotes, and inventory as well as a ‘to do’ type of action list, with outstanding quotes to chase and details of customers on hold.

Implementation

The implementation was managed by job function or role to take advantage of the opportunity to refine the business processes as it was rolled out.  Strategis delivered new workflow actions and context sensitive dashboards as the productivity opportunities for each role are uncovered.  This created performance improvement and cost reduction throughout the company as it was rolled out.

The role based modelling is also supported by role based dashboards. This is a modular system which gives a start of day position with full drill down functionality; as well as triggering any outstanding actions due for completion by role type. The dashboard is fully integrated back into the ERP system such that clicking on an action will launch the appropriate ERP program needed to resolve the problem.
The results

The implementations have been a revelation, with a trainer receiving a standing ovation from sales staff at one point. Soanar was taken aback by the impact of the OneOffice methodology on its staff, and particularly the impact of context sensitivity into the desktop environment. Response times have improved, productivity is up and staff are not having to run reports or jump across multiple screens to obtain information.

Context sensitivity in the OneOffice workspace means a total integration of business intelligence, CRM, workflow and processing screens in one place. While looking at a product on a customer’s order, the user has sales history, customer details, customer conversations, sales and profit, warehouse, shipping, workflow actions and product information all in the one place. Information really is at Soanar’s fingertips.

“I see OneOffice as the value driver for our sales force,” says Neil Walker, CEO of Soanar. “The CRM and dashboard tools deliver improved decision making to fuel our growth and enhance customer relationships.”




OneOffice Successes

"We see our software as one of our primary weapons".  So says Kevin Cloke, General Manager at Wattmaster, distributors of electrical products to the Australian electrical wholesale market. "We believe that we would not have achieved the level of success that we have without it." Before moving on to OneOffice, Wattmaster utilised two different software solutions over four years.  These previous solutions just could not support their incredible growth and their expanding business requirements. "Fortunately we found OneOffice," states Managing Director Peter Bendle.  "We know that this package just keeps on expanding with us.  We have already doubled the number of licensed users and find there is always a solution for any new business needs. " Wattmaster has enjoyed significant growth in the few years they have been using OneOffice.  To their pleasure, the staff numbers have increased at a much slower rate than the sales, improving their ROI continually. With several large international customers, Wattmaster have to provinde a world class service.  They are in the process of implementing a "Pick Face & Replinishment" system in their warehouse, a standard part of the OneOffice logistics solutions.  This will help keep them ahead of their competition and looking forward to a continually brighter future....  

SmartPoint Successes

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This intelligent data management software does away with multiple screen confusion, making accessing customer information quick and easy.

Article extract from I-Start Magazine Australia & New Zealand