ERPNext case study
Migrated from a 20-year-old Oracle platform to an All-New ERPNext platform!
Subtle Glimpses of the Project.
The client is a 100% export-oriented unit (EOU) offering a diverse range of polymer products. It is situated in Gujarat, India, with production facilities spread over approximately 870,000 Sq Ft. They are accredited Export House" by the government of India with huge annual processing capacity and 2000+ team members.
To manage their enormous operations, they are using an outdated system on Oracle, which is draining a lot of their time and efficiency throughout the process. To better streamline the operations, they have decided to switch from Oracle to ERPNext.
100%Export-oriented unit (EOU)
870,000 Sq Ft.Production Facility Area
2000+Team members
Ahmedabad,India.
Industry
Manufacturing
Apps implemented
ERPNext
Frappe HR
Framework
modules implemented
Manufacturing
Purchase
Sales
Quality Check
Accounts
Stock
Warehouse Management
What does the client want from us?
Our client and their team members are way too frustrated with their previous, considering its inefficiencies, lesser automation, and lack of features as well. Also, they are using different platforms such as Excel and Word files for management.
To better deal with these problems, they are looking to develop a universal solution. For the same, they partnered with Sanskar Technolab for migration and even implementation of more modules and functions leveraging ERPNext, which helps them further accelerate the workflow, reduce repetitive manual processes, and save crucial business resources.
Challenges of Oracle & solutions with ERPNext for Polymer company!
Challenges of Oracle
The licensing fees of Oracle are expensive.
Oracle has limited customization capabilities.
Steep learning curve
Higher dependence on the platform.
Solutions with ERPNext
ERPNext incurs only a one-time licensing cost
ERPNext offers enhanced customization capabilities
Easy learning curve
More control with ERPNext
Our Results
We have connected with our client and their team members to understand more about the business, processes, time needed, end goal, and other things to plan out the strategy in the right direction and develop a universal platform considering all their business requirements.
Here's the best part
We are using just ERPNext for all the migration and implementation - considering their diverse set of tasks and processes.
Some of the stand-out features of this project!
Management of diverse procurement processes
Add & edit quotations
No manual entries
End-to-end barcode integration
Seamlessly handling EXIM transactions
Tracking stock ageing and re-ordering
Universal platform (no other platform required)
Overall asset management
The Implementation & Migration Strategy: Oracle to ERPNext Simplified!
Step 1:
Assessment
Our client and their team, who had been struggling with an outdated Oracle system (20-year-old system), are looking for a more cost-effective, streamlined, and feature-rich ERP solution to better organize and manage their business operations. Considering the need for an upgrade, they reached out to Sanskar Technolab.
Step 2:
Introduction to ERPNext
After a thorough evaluation of their requirements, such as an easy learning curve and higher customizations and integration, our team recommended ERPNext as the ideal solution. We presented an in-depth explanation of ERPNext's platform, its cost-effectiveness, feature set, customization capabilities, and integrations. The client was convinced with ERPNext and decided to move forward.
Step 3:
Migration and Implementation
After the client onboarding, we commenced the migration and implementation process. We conducted a comprehensive analysis of their business requirements through site visits, connecting with their team, and knowing about their end goals. This analysis paved the way for the seamless migration implementation of new modules, features, and automated workflows.
Step 4:
Implementation and Customization
After that, we delved into the implementation phase. It involves customizing ERPNext to align with the client's specific industry and business processes. We have configured modules such as Purchase, HR & Payroll, CRM, Manufacturing, Accounting, Asset Management, Sales, and Inventory. We have even implemented automated workflows and conducted user training sessions to ensure a smooth transition to the new system.
Step 5:
Database Migration
We are at the last stage. This phase has several technical challenges, such as extracting data from the legacy Oracle system, which was quite different from ERPNext's database schema, and thorough data cleansing and transformation to ensure compatibility with ERPNext's data structure.
Despite these challenges, our team executed a successful database migration, ensuring a seamless transition from the outdated Oracle system to the new, efficient ERPNext platform.
Our Key Solutions & Integrations!
Purchase Module
This module is designed to streamline the procurement process.
It helps them manage various procurement processes, including B17, Form A, and intimation.
With this module, they can efficiently track purchase orders, suppliers, and invoices.
It ensures better control over their procurement operations.
HR & Payroll Module
With a team of over 2000+ team members, our client is looking forward to an easy and cost-efficient system to manage human resources and payroll.
Our team understood their requirements and implemented features such as leave management, overtime tracking, salary processing, productivity analysis, holiday scheduling, and even loan management.
It simplifies their overall HR tasks, making it easier to handle a large workforce.
CRM Module
Our clients haven't had any CRM before, so they are looking to implement it for better customer relationship management.
We have implemented a CRM module that includes features like mail integration, lead generation, lead tracking, and opportunity management.
They can even make and edit the quotations, making it easier to manage the sales process and improve customer relations.
Manufacturing Module
This module is essential for businesses dealing with production processes.
It provides our client with features such as end-to-end item tracking, shift-wise production tracking, barcode integration, weight management, automated tracking, and multiple production order entry.
They can use this module to optimize their manufacturing operations and improve product quality.
Accounting Module
Efficient financial management is crucial for any business.
The accounting module helps manage employee salaries, handle export transactions (Exim), and address various accounting needs.
We have even added features such as financial reporting along with accurate and compliant accounting practices.
Asset Management Module
To help our client properly track and manage assets to maintain operational efficiency, we have implemented this module.
It helps them track assets, schedule maintenance, calculate depreciation, and monitor overall asset conditions.
The implementation makes sure that their assets are well-maintained and used optimally.
Sales Module
The sales module provides tools for managing sales orders efficiently for our clients.
Our team has implemented features such as master barcodes for bulk order tracking, system integration for dispatch, and automated sales invoice generation and sending.
All of these features and modules structure the sales process and improve order accuracy.
Inventory Module
We have even helped them with the implementation of the inventory module.
It helps them swiftly organize their inventory by location and warehouse, track stock ageing, automate re-ordering, and implement a Kanban inventory management system.
The implementation ensures that they have the right products available when needed, reducing stockouts and overstocking.
Why have Our Clients Chosen Us for their Migration and Implementation Needs?
Thorough Demo
We have given our client a comprehensive demo of why we should switch to ERPNext and everything around that platform. We have given our client a practical insight into how our team can enhance their business operations and further simplify the business workflows.
Site Visits
Sanskar Technolab went the extra mile by conducting on-site visits to our client's businesses, gaining an in-depth understanding of their unique operations and project requirements. This personalized approach was a key factor in their decision-making process.
ERPNext Certified Partner
The fact that Sanskar Technolab is a distinguished ERPNext Certified Partner was a strong point of attraction. This partnership status signifies a high level of expertise, trustworthiness, and a commitment to delivering top-tier ERPNext solutions.
Prototype Screen Visualization
With the system's interface and functionality prototype, we allowed the client to visualize their processes within ERPNext and how our process will unfold throughout. This visual representation facilitated collaborative discussions and ensured the system design precisely met their unique requirements, ensuring a successful migration and implementation without much hassles later on.
Industry-Rich Experience
Sanskar Technolab successful track record in completing various projects within the manufacturing industry resonated with our client. This industry-specific experience provides them with the assurance that their manufacturing processes will be optimized effectively.
Feedback from our client!
Our team is struggling with the 20-year-old system on Oracle which is affecting their productivity and overall business operations. We are willing to migrate to a new ERP system and that's when Sanskar Technolab suggested opting for ERPNext as it is quite easy to use, cost-effective, and open-source. The Sanskar technolab team has completed a smooth migration from Oracle to ERPNext and even implemented new customized features on ERPNext. They have understood our requirements very well and delivered the desired results. Thank you, Sahil, Harsh, and especially Kirit Bhai.
Chairman
Polymer Company
Ready to Transform Your Operations With a Powerful Sanskar ERP?
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