Wright Implement Cuts Processing Time by 30% with Anvil Pro
5/9/2024
The problem: How to fix inefficient manual workflow processes?
Wright Implement wanted a simpler and faster process to move purchase orders (POs) to settlement. Its system relied on complicated manual updates and lengthy operations, and this often delayed returns to inventory. Additionally, quotes were being managed by salespeople and were tied to individual stock units, creating process gaps and requiring complicated workarounds that took up the valuable time of the sales team.
Frustrating issues with syncing and reporting:
- A workflow system that did not automatically sync with John Deere systems.
- Inefficient time gaps in updating trade details.
- Limited reporting and incomplete information on deals for sales incentives.
- No separate function in the workflow system for service requests or documentation.
“When we looked at Anvil Pro, we could see that by integrating the CRM package with the O2C, we could do more.”–Joe Smith, Operations Manager at Wright Implement
The solution: Switching to Anvil Pro’s O2C solution to automate 5 processes and reduce errors by 50%
Wright needed a solution that integrated with its dealer management systems and was configured to fit its internal processes. These needs led them to Anvil Pro, and specifically its Order to Cash solution, which not only fixed Wright’s workflow issues but expanded its capabilities by integrating data from the dealer CRM with the Order to Cash solution.
Highlights of Wright’s O2C success strategy with Anvil Pro:
- Automated processes and updates: Built-in automation that triggers actions and requests.
- Visual stage tracking: Instant updates that appear on the order pipeline.
- Stock units created for trade equipment: Inspection requests triggered when a unit arrives on the lot.
“For the first time, we can see where everything stands. You can see when progress stalls and why.”
Read the case study below to learn more about how Wright Implement organized their PO process with Anvil Pro, reducing errors by 50% and processing time by 30%.
