LED solutions provider
~10–20 employees
Engineering services (LED screens and digital signage)
Dozens of active quotations and multi-component projects
The company designs, supplies, and installs LED screens and video walls. Each project includes multiple components, configurations, and site-specific requirements, along with procurement and technical delivery.
Quotations, projects, and procurement depend on accurate information, procurement tracking, project delivery.
As volume increased and expansion began, manual coordination across files created delays and errors.
Result: One system where quotes, projects, and procurement stay connected, removing re-entry and keeping execution aligned.
In practice, that meant:
The team attempted to implement an ERP, though the system proved too rigid for their workflow. Customization was limited, and the structure did not match how their projects, quotations, and procurement actually operated.
After months of trying to adapt their processes to the ERP, the system was not adopted. Even simple changes required long calls with consultants, which slowed iteration and made the system impractical for daily operations. The team returned to manual workflows.
Each quotation holds components, configurations, pricing, and documents. Once approved, it becomes the reference for all downstream work, so nothing needs to be rebuilt.
When a quote is confirmed, a project is created automatically with all details attached. Teams work from the same record, eliminating duplication and misalignment.
Materials and supplier orders connect directly to project scope, so purchasing always reflects what was sold and updates instantly when configurations change.
Quotation documents are created from templates using system data, removing manual formatting and keeping outputs consistent.
Vendor information is stored allowing the team to store supplier information, compare pricing, and use past data to secure better deals in future purchases.
Quote-to-project transition reduced from hours to minutes
Procurement preparation reduced from 3–4 hours to ~15 minutes per project
Manual data re-entry reduced by ~70%
Quote generation time reduced from ~30 minutes to under 5 minutes
No duplicate data entry between quote, project, and procurement
All teams operate from the same record, removing version conflicts
