- Qlikview complements Greentree by enabling deeper analysis & interpretation of sales data and tracking of all sales related activities. With much higher visibility of sales operations, management garners greater strategic insight into sales.
- The Approvals and Alerts module ensures nothing gets forgotten as it automatically pushes all information to the desktop of the relevant person for immediate action.
- The Workflow module allows staff to personalise the desktop based on information relevant to their specific role. Staff can then focus only on what they need to know, which has helped improve workflows and productivity.
- Autoscan, Mobility and BPM will enable even greater scope for improving business performance at the sales and inventory operations level in the future.
Unleashed from the constraints the previous system was putting on growth potential, this manufacturer has improved its sales performance by adding Workflow and QlikView to Greentree. Business situation Bucking the increasingly global trend of sourcing and importing products from China, Vynco Industries is a New Zealand-based company focused on designing, engineering and manufacturing electrical products in New Zealand. The company also maintains around 7,000 inventory items, some with long 90- day lead times which require pinpoint accurate tracking and management to ensure stock is always on hand. The functionality available in the 15 year old CBA system had been outgrown and it lacked the capacity to scale in order to meet the company’s future growth requirements. Any system upgrade needed to enhance the company’s ability to continue to attract and retain distribution agreements with high profile international brands such as General Electric.
Greentree was evaluated alongside its similarly positioned mid-market competitors including Microsoft Dynamics NV (Navision) and Dynamics GP (Great Plains), plus Sage. Simon Vale, General Manager, says “Greentree had two distinct advantages in terms of its price and functionality, which were simply superior.”
QlikView Helps Management Keep Fingers On Sales Pulse
More than just a reporting tool, QlikView complements Greentree by allowing management to look at anomalies and trends in sales data, providing strategic insights for better quality decisions making. Simon advocates the QlikView value. “This is a fantastic tool which we use primarily for sales reporting but it’s so much more than just a reporting tool. For example, we use it for tracking our customer communication performance and various inventory applications. By tracking, monitoring and reporting various sales related activities, management has a much clearer overall picture of exactly what’s going on.”
Approvals and Alerts leave nothing to chance Whilst QlikView monitors communication performance, Approvals and Alerts sends information to the appropriate person’s desktop to notify them that a customer call needs to be followed-up now.
Approvals and Alerts is also invaluable for notifying the appropriate person when stock falls below a certain level, is sold below a certain margin or a sale is above a certain value. With 90-day lead times on some stock items, running out of stock isn’t an option.
Simon is clear that Approvals and Alerts have enabled Vynco to automatically manage business processes by getting critical information to the right person at exactly the right time. The key benefits are that sales aren’t lost due to items being out-of-stock or customer calls not being followed-up.
Greentree’s Workflow module allows the personalisation of the user’s desktop so that each person only gets the information most relevant to them. Information is automatically refreshed and pushed to the appropriate desktop where it prompts for specific action to be taken. This has significantly improved staff productivity and efficiency.
Simon explains that Greentree has enabled Vynco to implement best practice in critical business processes. For example, instead of new or inexperienced staff having to spend a lot of time remembering the physical location of stock or where it has been moved to, Greentree allocates and tracks its exact location. This has made order picking more accessible to all staff, not just those with years of experience. Order picking staff now get up-to-speed much quicker than was previously the case.
Future Plans – Autoscan, Mobility & BPM
Simon’s now looking at how to achieve greater document management efficiency through Autoscan and faster, more accurate inventory management and order picking through the introduction of hand-held devices and Mobility. He’s also looking to explore and understand the opportunities for greater organisational performance through Business Process Management (BPM).
“I’d give Greentree a 9/10 rating at the moment but with each new version upgrade, we’re ticking even more of the customer satisfaction boxes.”
About Vynco Industries
Vynco Industries began in 1990 with the purchase by John Vale of the New Zealand assets of well-known Australian electrical manufacturer Oliver J Nilsen. Over the past 18 years Vynco has grown into one of the leading distributors in New Zealand and is nationally one of the only companies designing, engineering and manufacturing electrical products. Vynco has attracted strong international partners, including General Electric along with other brands such as Mennekes, ETA, Dong Sin, CAL and Pepperl+Fuchs.