Metal Processing Manufacturer Primed for Growth with a New Infor ERP System

The Challenge: Limitations of Current Processes Hindering Growth of Their Operations

The client, a metal processing technology company, was in a phase of accelerated growth, which brought new challenges to their business processes. Their existing financial management system, QuickBooks was no longer meeting the needs of their growing business. As transaction volumes increased and operations expanded, the manual processes and siloed data within QuickBooks became a bottleneck, hindering efficiency and real-time decision-making. They sought an Enterprise Resource Planning (ERP) Solution to automate manual processes across finance, accounting, and inventory tracking. They operated out of one production facility in New England while in the process of building a second in central U.S.

The Solution: Implementing a Solution to Support Continued Growth

To address the challenges brought on by their manual processes and rapid growth, Copley Consulting Group, a division of Judge Consulting Group, recommended implementing Infor CloudSuite Industrial (CSI) with Factory Track and Birst. Infor CSI would streamline and centralize all aspects of their operations, reducing the need for disparate tools and manual data entry while improving accuracy and visibility across departments. This scalable ERP Solution is industry-specific to simplify complex manufacturing processes. Infor Factory Track provides warehouse automation, time tracking, and shop floor control. This solution would help improve operational efficiency as the client expands to a second production facility. Birst would also provide advanced analytics to enable smarter decisions and tighter control during their growth.

The Result: Centralize and Automate Business Functions with CloudSuite Industrial

The transition from QuickBooks to Infor CSI enabled the company to centralize and automate business functions, including finance, accounting, procurement, and inventory management. Copley took the lead on a gradual and phased approach, by reviewing existing workflows and migrating financial and operational data into the CSI system. The implementation included components for real-time inventory tracking and multi-site management. These modules proved necessary for the expansion into their second facility.

Automating key processes and unifying warehouse activities increased efficiency, made reduced errors, and gave the company real-time visibility into financials and supply chain activities. The ERP solution not only resolved existing bottlenecks but also provided a solid base for continued growth.