[Case Study] Transitioning from Excel project management to reducing monthly processing time to approximately 10 minutes.
Revamp individual Excel project management and centralize everything from sales to projects. Reduce the beginning-of-month processing time from several hours to about a few minutes to 10 minutes!
This is a case study from a company that provides technical consulting focused on automotive noise and vibration issues. The company managed projects using one Excel file per project. With 100 to 200 projects running annually, the search, update, and aggregation of files became burdensome, making the beginning-of-month processing an essential task even during New Year and holiday periods. Additionally, information related to sales activities and estimates was managed separately, making it difficult to track the progress of projects across the board. After the system implementation, customer, sales, and project information was managed on a single platform. The screens were adjusted to fit the company's unique calculation methods and business processes, reducing the beginning-of-month processing time from several hours to about 5 to 10 minutes, and the amount of Excel-related work was cut to less than half of what it was before implementation. You can read the full article through the related link. Please take a look. [Challenges Before Implementation] ■ Searching, updating, and aggregating Excel files for each project was time-consuming. ■ Years of modifications had complicated Excel formulas and macros. ■ Information on sales activities, estimates, and projects was dispersed.
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【Results and Effects After Implementation】 ■ Monthly processing time reduced from several hours to about a few minutes to 10 minutes ■ Workload related to Excel reduced to less than half of what it was before implementation ■ Ability to track the entire flow from sales activities to post-order projects, allowing for the identification of dormant customers and stagnant projects.
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F-RevoCRM
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We are a company that supports corporate digital transformation (DX) and business improvement as the developer of the OSS-based CRM "F-RevoCRM." We address challenges faced by the maintenance and after-sales service departments in the manufacturing industry, such as the personalization of equipment information and repair history for each customer, paper management of inspections and repairs, and delays in communication between the field and the office. We advocate for the realization of "smart business" that goes beyond mere system implementation. Our strength lies in our ability to provide consistent support from business organization to system construction, maintenance phases, and in-house production support. We enable system operations tailored to your company, free from the constraints of package limitations and dependence on specific vendors.