Production & Client Mgmt

BPM - process, ERP - integration!

Out-of-the-box ERP systems are focused on the integration of internal and external information accross business functions. An ERP is a set of integrated applications utilizing the same database. In TekTrust, we focus on optimizing and improving the usage of legacy systems such as ERP by automating business processes and workflows.

We can help your organization be more effective and effecient by utilizing process-driven production and customer relationship management methods.

Production Management

Utilizing production automation systems can help with processing orders, determining costs of labor and materials for your services and also are able to implement accounting techniques in order to manage inventory of products that are ready to be sold.  Using production management techniques can allow the entire process to be monitored from the initial stages to the point of producing a final product.  A production automation system is a system that stores all data about the entire production process of your business.

The following is a list of tasks that a production automation system can be used for:

  • Customer and order tracking
  • Filling orders
  • Planning for production
  • Determining costs of raw materials and labor costs
  • Calculating estimates and developing reports
  • Presenting customer proposals and estimates
  • Collaboration with other subcontractors
  • Purchasing raw materials and keeping track of their cost
  • Determining how much raw material is actually used
  • Tracking labor spent
  • Calculation of total costs and being able to itemize them
  • Manage a warehouse and the inventory
  • Keep financial records for accounting purposes
  • Monitor quality control
  • Oversee warranty work
  • Create contracts, bills, invoices and other documents

Production automation system cuts down on overhead of employees that would otherwise have to manage these tasks themselves manually. 

For Production Automation to Work Efficiently....

All employees within the company have access to enter all of their completed or pending tasks in order to determine the flow of production.  From this, many other tasks can be achieved automatically.  The system will determine what is needed to be done to continue a work order or maintain inventory, for example.  Additionally, it has the capabilities to track all orders and their status.  The production automation system then will automatically filter information to the next employees in line and then prepare all necessary documents. 

Production Automation allows a company to increase efficiency, manage production information efficiently, accelerate the production process, eliminate potential errors and make accounting and logistics much easier. 

TekTrust can help determine which specific methods will work best for your company so that your business can become more efficient and productive, therefore increasing cash flow. 

Contact us now for a consultation! 

Customer Relationship Management

Otherwise known as CRM, customer relationship management allows for all processes of a business to be held in a centralized database which enables all employees to access information that makes dealing with customers easier.  A CRM system database has information about clients, business partners and affiliates. 

Users can manage sales leads, keep track of all client interactions, develop sales reports, keep tally of sales personnel performance and manage documentation.  Employees that handle customer relations can also easily access their account by entering information into the system.  Additionally, a CRM system can keep track of sales appointments, schedules, phone calls, meetings and all types of documentation such as invoices, emails, etc.  The CRM system is a portion of our Enterprise 2.0 Solutions but can also be utilized alone. 

How CRM Works

All employees that interact with clients, such as customer service representatives and project managers, can enter information into the CRM system database so that anyone can within the business that needs to can access current or potential client information when it is needed.  The system then automatically updates all information about client requests, sales quotes, meetings, schedules and leads and will notify the project manager about the next step that needs to be completed.  This enables the business to manage sales leads and then follow up with the client.  When a project manager or member of sales personnel makes a sale, the information is again updated in the system including project, budget, and resource management and can also be utilized for quality control. 

A CRM software system can:

  • Increase sales force efficiency
  • Keep track of the work of project managers
  • Allow the company to organize client information rather, reducing the risk of losing it
  • Improve business productivity
  • Reduce cost of overhead
  • Develop sales and production reports
  • Monitor all employee efficiency statistics
  • Develop a conversion ration for all salespeople

 

 
Sales activities are very unique per organization as they depend on:
  • Culture of the organization
  • Life cycle of the organization
  • Size of the organization
  • Source of top-level leadership
  • Style of leadership
  • Structure and strategies of the organization
  • Rate of change in the external enviroment
Out of the box CRM systems can serve as a transactional data repository, but they do not help much with the process itself.
 
Contact us now for a consultation!