Distributor | Oracle Engagement Cloud

Background:

The client is the largest distributor of Eaton Aeroquip fluid conveyance products, and a distributor of Flexfab, LORD, and Thermoid parts. The company was awarded AS9100 certification in 2006 for quality management systems for a distributor, for assembly of OEM components, and as a manufacturer of engine harnesses.

Challenges:

Before implementation of SoftClouds’ solutions, the client encountered various challenges like dealing with an outdated CRM application, along with the following:

• Needed to improve business process and functionality
• Synchronization challenges between Oracle EBS and CRM OD
• No proper reports or dashboards
• Poor product and pricing management
• No integration with Office 365 and Microsoft Outlook

Solutions:

SoftClouds provided a comprehensive solution that was innovative and utilized a variety of platforms, including Oracle Engagement Cloud. We engaged in the design, architecture, and implementation of a new solution for better business processes, including:

• Migrated object formats, rules, and workflows from CRM OD
• Configured workflows for business automation
• Automated batch process between EBS and OEC for data sync
• Built custom reports and dashboards
• Configured product and pricing modules
• Integration with
  • Oracle EBS
  • Microsoft Outlook
  • CX Mobile

Outcomes:

SoftClouds was able to efficiently reorganize and bring the client’s processes up to date to ensure the project’s success. As a result, the client received these benefits:

• Bi-directional: batch and real-time data sync between systems
• Interactive custom reports and graphical data format that helps sales forecasting
• Account-based price list implementation that eliminated the earlier discount process
• Faster and accurate process