ERP Implementation and EDI
Automate Order Fulfilment with EDI and PEPPOL
New CRM Implementation with Warehouse Integration
EDI Connection To ERP
Receive EDI orders from Customers into Sage 50 and NetSuite. Advanced
CRM Architecture design
Specific CRM workflow design to suit specific business needs.
NetSuite - EDI - CRM - Order to Cash
New ERP And EDI At RichardSon Healthcare
Conduct a business analysis to gather the business requirements, project manage the implementation of various systems (NetSuite ERP, EDI, CRM, Procurement, Sales, Finance, Demand Forecast).
At the end of the project, the company has now a new ERP, new EDI integration, Warehouse integration, new automations to reduce manual entry. With all the automations and systems integration, the company has been able to reduce the time from order to cash by 80%.
Project Execution Details
Conducted Workshops to gather the business requirements
Modelled the existing company processes using flowcharts
Identified the gaps and areas of improvements to achieve the company objectives.
Defined the System Architecture and the technologies involved.
Produced a detailed Business Case with the technological options to make the organization EDI and PEPPOL compliant.
The business case also included
budget, timeline, quality assessment criteria.
Delivered the project using a PRINCE2 and AGILE methodology.
Benchmarked multiple software (NetSuite, Dynamics 365, SAP) using a decision matrix to decide the best fit the organization.
Implement the different systems agreed within the agreed scope.
Charted the project plan and managed all the activities involving lead suppliers and end-users, managed the risk register.
Implementation of NetSuite based on the Complete automation of Sales Order Processing (entry, despatch, invoicing), Procurement and Demand planning, CRM, Warehouse connection,
EDI/PEPPOL link with NHS Supply Chain and other vendors to automate documents exchange.
Process and Trainings
All processes were documented and made available to all team members that require them in NetSuite Filing Cabine