“We can track orders much more efficiently, and the monthly closing of accounts is done in a week less than before. The time saving is obvious."
OVERVIEW
THE COMPANY
- Products and services: Distributor of milking equipment for dairy farms
- Location: Sainte-Claire, Québec, Canada
- Annual revenue: $10 to $25 Million
- Employees : 45
OBJECTIVES
- Replace an obsolete management system
- Integrate operational activities across all departments
- Forecast, manage and plan demand for inventory optimization
- Base decisions on real-time data
CHOSEN SOLUTIONS
- SAP Business One
- Produmex WMS by BoyumIT
- ProgressionLIVE
WHY SAP?
- Solid and reliable reputation
- Option of purchasing a permanent license rather than annual renewal
- Compatibility with other software
BENEFITS
- Time savings
- Reduced paper usage
- Simplification of administrative tasks
- Reduced risk of human error
- Reduced inventory variations
WHY FORGESTIK ?
- Quick response times
- Enthusiasm when facing new challenges
- Expertise of each team member
- Results-oriented approach
BOOSTING EFFICIENCY OF DAILY OPERATIONS WITH A ROBUST MANAGEMENT SOLUTION
Founded in 1958, Marcel Morissette Inc. is a family business specializing in milking equipment for dairy farms with the mission of improving milk production and animal welfare. Located in Sainte-Claire (Québec) and led by brothers Sébastien and Nicolas Morissette, the company has built a solid reputation and strong customer loyalty with its unwavering commitment to high-quality service, both in terms of their milking equipment and the professional advice they offer.
With the steady growth in the company’s daily operations over the years, it became challenging to have an accurate overview of operational activities and to effectively manage them. The management software the company used had become obsolete.
It was becoming increasingly difficult and frustrating to find relevant information in a timely manner. Performing a simple follow-up on an order within a reasonable timeframe had become tedious. The company needed a robust management solution capable of integrating all its departments’ activities.
SAP BUSINESS ONE: THE IDEAL SOLUTION
Well aware of their company’s needs and industry requirements, the management of Marcel Morissette Inc. evaluated different ERP software solutions that could be customized to meet their objectives. Ultimately, they chose SAP Business One and Forgestik as their implementation partner.
“It was essential for us to choose a flexible management solution that would meet all of our criteria. We also wanted software that could be integrated with other software solutions we use, such as ProgressionLIVETM,” says Sébastien Morissette.
Finally, it was essential that the software allow the company to carry out complete warehouse management. Forgestik offered Produmex WMSTM from Boyum®, a warehouse management solution fully compatible with SAP Business One.
THE UNEXPECTED BENEFITS OF CHANGING WORK HABITS
The new management solution was instantly adopted by several departments.
“Our supply representatives were already using the ProgressionLIVE system, which is now fully integrated with SAP Business One. A few required fields have been added to improve the information flow between departments. Sales representatives, on the other hand, found the new platform much easier to use when preparing quotes,” says Sébastien.
However, the change was slightly more challenging for other departments. The learning curve was greater for store employees, as the computerization of operations greatly impacted their work habits. “Now, both our employees and our customers appreciate the smoother purchasing process. Employees are happy not to have to search through paperwork!” he adds.
TIME SAVED THROUGH IMPROVED EFFICIENCY
After 8 months of use, it is clear that the implementation of SAP Business One was an excellent choice for Marcel Morissette Inc. “We can track orders much more efficiently. We save a whole week with our month-end closing process. Efficiency has obviously been improved.”
“Having access to information in real time is a game-changer for invoicing! SAP Business One scans the documents and opens the corresponding purchase orders. Searching and verifying information takes only 30 seconds. It’s amazing how much time we save!”
The warehouse team is also thrilled with the improvement. “There were huge inventory discrepancies at the end of the year, which caused a lot of issues and financial losses. Now, with the integration of Produmex WMS, I know exactly where to find each of our products and their available quantities in real time,” says Sébastien. The supply-chain relationship dashboard quickly became an indispensable tool for forecasting and managing demand, optimizing inventory, and planning sales and operations. “This dashboard alone saves us a ton of time!”
Sébastien is already considering his next steps to maximize the benefit of SAP Business One. “I want to use artificial intelligence features to make decisions more quickly. Having the most important performance metrics available in real time will hugely improve our internal management and efficiency!”
FORGESTIK, A TRUSTED PARTNER
“I’m really happy to have trusted Forgestik’s team of experts with the implementation of SAP Business One,” continues Sébastien. “The collaboration between our two companies was fluid and natural. After determining our needs and priorities, the entire project went smoothly without any hiccups. The team was extremely flexible during the pandemic. Although we only met virtually, it was always easy to get support by phone or video.”
Sébastien especially appreciated Forgestik’s quick response times and their enthusiasm in moving the project forward. “I particularly appreciated the team’s positive attitude and flexibility. It’s really nice to work with people with whom we feel a good chemistry, who see things from the same angle as us, and who are professional in their project management. There were no nasty surprises! I always felt like I was in good hands,” says Sébastien.
