Routing System for Forging and Casting Customized Products

Overview

About the Client

The client is a leading manufacturer specializing in the production of high-quality manhole covers. They offer a wide range of customized solutions designed to meet the unique needs of various industries. With a focus on precision, they provide products that are built to withstand the demands of both urban infrastructure and industrial applications. As they accepted many customized orders, they usually got orders which needed extra steps to get the order completed for which they needed a system to track and route the requirements of order correctly.

The challenge       

• They collected the requirements from the Sales team manually via emails and routed them to different departments manually via emails
• Multiple departments collaborated on customized products, but there was no centralized system, causing miscommunication and duplicated efforts.
• Manual approval was required for customized product planning and development, leading to delays.
• Data from forms was stored in different systems, making it hard to maintain consistency and accuracy.
• Without automation, every step of the workflow required manual intervention, leading to inefficiencies and errors.

Our Solution 

• Designed and implemented the forms directly within Salesforce to capture data using Screen Flow, storing the information with a well-designed object structure, while making sure the process is configurable and easy to maintain
• Designed and implemented a streamlined Salesforce approval workflow for the Sales Director to review and approve the requirements regarding customized products.
• Divided Process of calculating price into different stages, each corresponding to a specific part of the overall process.
• Developed a structure that enabled multiple technical and non-technical departments to collaborate on the requirements, ensuring proper attention to details is given at each step
• Implemented a solution to route the requirements to the designated departments ensuring that the steps to cast the given design and requirements are done in right sequence and pricing is calculated accordingly
• Implemented email notifications to stakeholders at each step to alert and track progress.

Technology & tools used

Utilizing the Salesforce approval process, screen flows, automation, and validation rules to streamline the customized product approval and price calculation. Blueflame Labs customized Salesforce to meet the client’s specific needs, ensuring scalability and efficiency.

Results

The Impact and outcome            

• Improved Accuracy: Flows and automations with the validation rules ensured that the data entered in the system is accurate and routed to the right departments as per the requirements
• Centralized Price Calculation: Screen flows and Lighting record pages provided centralized system for the pricing department to review and calculate pricing accordingly giving them all the information needed to do so.
• Improved Delivery Speed: Solution implemented by Blueflame Labs not only increased the accuracy but also increased the speed at which client could get the requirements, forge it and deliver it to their customers.
• Scalability and Flexibility: Blueflame Labs designed a scalable routing system and Price calculation process that allowed easy addition of new features, providing the flexibility to adapt to evolving business needs.