Project Name
Streamlining Inventory Management for a Precision Machinery Manufacturer with RollUp Magic
Overview
Our client operates as a machinery manufacturer and uses Salesforce to serve customers better and faster by integrating customer, product, and asset data. With the limitation of the standard Salesforce roll-up summary fields, the client was not able to gain real-time insights into the inventory at various stages of the supply chain. They were looking for a solution to help them create roll-ups on any Salesforce data.
Challenges
The major challenges encountered by our client were:
- Fragmented inventory data spread across various systems and departments (procurement, warehouse/logistics, production, finance, sales, and supply chain operations).
- Difficulty in maintaining accurate stock levels due to complex network of components and assemblies. This led to production delays, over-ordering, and increased holding costs.
- The absence of accurate and aggregated data from multiple objects in Salesforce resulted in ineffective monitoring of inventory levels.
Our Solution
Our Salesforce app, RollUp Magic, helped the client gain real-time insights into their inventory at various stages of the supply chain. With our app, the client was able to roll-up data from various child objects related to individual components, assemblies, and orders. These real-time roll-ups aggregated the stock levels across multiple warehouses, purchase orders, and production lines, providing the client with up-to-date insights into inventory levels.
- Improved Decision-Making: The manufacturer reduced stockouts by using real-time inventory insights to make better purchasing decisions.
- Reduced Costs: Holding costs dropped due to more accurate inventory management and a reduction in overstocking.
- Efficiency Gains: The team no longer needed to rely on manual data aggregation, saving hours per week in labor and improving response times.
- Transparency: Cross-departmental visibility into inventory levels allowed sales and production teams to align more effectively, reducing delays in the supply chain.
Conclusion
RollUp Magic proved to be a game-changer for the precision machinery manufacturer by offering real-time, automated rollups that streamlined their inventory management. As a result, the client experienced enhanced operational efficiency, improved inventory accuracy, and a substantial reduction in costs. For manufacturers aiming to optimize inventory control and maintain a seamless production flow, RollUp Magic proves to be an invaluable tool.
Gain Real-Time Insights into Your Salesforce
Data with RollUp Magic!
Gain Real-Time Insights into Your Salesforce
Data with RollUp Magic!
