Planning and Job Scheduling Software provides clear visibility into daily commitments with intuitive workflows. A Business Intelligence dashboard shows managerial performance insights in real-time.
Context
A UK-based construction supplier, with nationwide distribution, required a new system to manage their full operational workflow, from customer creation and sales order entry through to delivery planning and invoicing.
The Challenge
The organisation needed to reduce manual processing, streamline scheduling, and integrate finance data for smoother reconciliation. The project brief included:
- Create and manage account and cash customers simply.
- Enter and track sales orders efficiently.
- Plan and schedule deliveries with clarity and control.
- Generate and email invoices.
- Provide daily quantity commitment reporting to aid operational planning.
- Support advanced management reporting for strategic decision-making.
The Solution
We implemented a bespoke, construction planning software and construction job scheduling software solution based on Microsoft technology that centralises order-to-cash operations:
- Sales Order Management: Simple, guided workflows for creating and updating orders.
- Delivery Scheduling: Plan, assign, and print delivery notes and schedules directly from the system.
- Invoicing & Finance Integration: Email invoices from the platform with seamless integration to Sage for accounts management.
- Operational Dashboard: A clear, focused dashboard showing daily quantities committed to support planning and resource allocation.
- Advanced Reporting: Embedded Microsoft Power BI dashboard for management-level analysis, trends, and performance insights.
The Results & Benefits
- Improved Efficiency: Intuitive workflows reduce the time required for order entry and delivery planning.
- Better Scheduling: Centralised construction job scheduling software ensures accurate day by day commitments.
- Data-Driven Decisions: Microsoft Power BI reporting highlights trends and performance for initiative-taking management.
- Finance-Friendly: Direct integration with Sage streamlines invoicing and accounts reconciliation.
- Scalable Foundation: Built to evolve with mobile capabilities and expanded reporting as needs grow.