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High-Volume Molding Manufacturer — PE-Backed, Post-Acquisition

Client Challenge

  • Fractured critical processes were driving major product delays, angry primary customers, and major chargebacks

  • The Order-to-Cash process ran on tribal knowledge and manual systems

Client Solution

  • Stop the Bleeding: One-month stabilization — managed the MS Dynamics GP 2013-to-2018 upgrade, configured the manufacturing module, and designed master data taxonomy with UOM conversions

  • Buy vs. Build: Delivered the assessment to the PE operating partner; decision: build bespoke

  • Build: Designed and developed a process & discrete manufacturing SaaS application; migrated users off legacy systems and trained the workforce

Client Impact Results

  • Data Issues: Over 97% eliminated, resolving major material shortages

  • Customers: Chargebacks and product-delay crisis with primary customers resolved

  • Timeline: Stabilization in 1 month; production SaaS in under 5

Client Technologies

  • Microsoft Dynamics GP ERP

  • Oracle APEX cloud SaaS development

  • Custom process & discrete manufacturing application

  • Master data taxonomy design

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