شركة ريادة الإنجاز التجارية case study
  • Client Name: Pioneering Achievement Trading Company (PATCO)
  • Industry:Trading
  • Location: Dammam
  • Company Size: 40 Employee
  • Project Type:ERP System Implementation

Background

Pioneering Achievement Trading Company (PATCO) is one of the leading companies in the field of Building Materials, Hardware, Steel, industrial and personal safety wholesale - retail importers & distributors company in Middle East region

Objectives:

  • Business Goals: The primary objectives of implementing an ERP system are to increase operational efficiency by streamlining core business processes, reducing manual data entry, and minimizing errors, while also improving resource allocation and utilization.
  • Technical Goals: Email is integrated
values

The key challenges included the absence of proper reporting capabilities, heavy reliance on manual processes, difficulties in tracking deliveries and material receipts, and a lack of e-invoicing functionality.

  • ERP System Selected:

ERPNEXT

  • Key Features:
    1. World’s top 100% open-source ERP
    2. High feature coverage
    3. Modern and scalable web platform
    4. Serves multiple domains and industries
    5. 10,000+ community members
    6. Powered by Frappe Framework
  • Customization: 
    Customization has been implemented to track customer inquiries comprehensively, from the initial RFQ (Request for Quotation) to the supplier’s quote, the customer’s quote acceptance, and all the way through to the delivery of materials. This tailored system ensures a seamless and detailed monitoring process throughout the entire transaction lifecycle.
  • Project Scope: The implementation of ERPNext is focused on managing various critical aspects of the business, including accounting, stock management, sales, and purchase processes. This comprehensive ERP system is designed to streamline and integrate these key functions, enhancing efficiency and accuracy in financial management and inventory control while facilitating sales and procurement processes..
  • Timeline: The timeline for implementing the erpnext set for 6 weeks
  • Efficiency Improvements: ERPNext streamlines and automates business processes across departments, reducing manual tasks and minimizing redundant efforts. This efficiency boost leads to faster operations, improved productivity, and a more streamlined workflow.
  • Cost Savings: By centralizing various operations and eliminating the need for multiple standalone systems, ERPNext reduces software licensing, maintenance, and support costs. Additionally, the automation of tasks reduces the need for manual labor, further cutting operational expenses.
  • Data Accuracy: ERPNext maintains a single source of truth for data across departments, minimizing data entry errors and discrepancies that often arise when using multiple systems. This data accuracy leads to better decision-making and more reliable reporting.
  • Real-time Insights: With ERPNext, businesses gain access to real-time data and analytics. This enables timely and informed decision-making, as well as the ability to identify trends and make adjustments promptly based on the latest information.
  • Scalability and Growth: ERPNext improve efficiency, increasing visibility, enhancing decision-making, increasing agility, and reducing costs, ERPNext helps PATCO to achieve their goals.
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Reflect on any challenges faced during the ERP implementation process and the key lessons learned for future reference.

Summarize the overall success of the ERP system implementation and how it has positively transformed the company’s operations and outcomes.

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