Scaling a complex manufacturing & field-service business
Customer snapshot
A vertically integrated specialty contractor and manufacturer managing the complete customer lifecycle — sales, production, installation and field service — with around 800 projects moving through the business each month.
The challenge
Up to 15 disconnected applications and paper-heavy processes limited visibility and created significant administrative effort.
Teams moved information manually between multiple systems, and paper-based workflows slowed order, finance and project execution.
Production and material planning lacked a centralised system; inventory accuracy sat around 75% with peak-season stockouts.
Monthly close took about 10 business days, delaying management insight.
The solution
Exato implemented Acumatica as the central ERP, connecting financials, manufacturing, project management, field service, warehouse and inventory, and integrating with the existing CRM and quoting environment.
Connected core
Financials, manufacturing, projects, field service and inventory on one platform, linked to CRM and quoting.
Automated workflows
Order-confirmation, billing, purchasing, finance and commission processes automated.
Real-time production visibility
Barcode-enabled shop-floor data capture and material-requirements planning.
Mobile field access
Field teams reach appointments, job data, time and payment activities from anywhere.
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See what a connected ERP could do for your operation
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