Commercial Sales Support Solution

Challenge

As a Fortune 50 worldwide provider of software products, services and hardware, The Client’s Store Business Desk supports volume and commercial purchases within its multiple retail store environments. This allows the company to provide volume discounts and incentives, support purchase orders, and allow for multiple ship-to locations as needed for commercial clients.

The Client came to Wimmer Solutions looking to develop and operate a commercial sales support solution to enhance these efforts. Their requirements included an end-to-end workflow that would feature order inception, entry of client information, product information, product quotes, shipping instructions and payment options.

The system needed to execute orders in the shortest time possible with robust reporting capabilities while allowing for ease of use for exceptional customer service. The company’s global presence with 300 offices worldwide also required language, date/time and currency variations.

To address these challenges, Wimmer Solutions was tasked with finding a solution that would be quickly deployed, versatile and adaptable to consume data from multiple internal systems, including Microsoft CRM, Dynamics AX and the company’s credit and accounting systems.

In addition, the solution had to integrate with the company’s current user accounts system. Other requirements included the ability to attach and store documents while allowing the team to find information easily and in real-time.

Solution

By developing the end-to-end solution in SharePoint Online, Wimmer Solutions was able to bring a solution online quickly, standardizing the look and feel across the site using common site templates for information sharing and collaboration.

With the assistance of InfoPath forms, the documents required for order entry and processing were easily customizable and adaptable for simplified order management. Integration with the company’s other support systems, while complex, reduced data entry, minimized data repetition, and improved data quality.

In addition, SharePoint Online allowed Wimmer Solutions to deliver on other key requirements of the project, including document storage, and change history, while including value-added features like audit capabilities, regional time stamping, and ticket rollback.

With SharePoint Online, Wimmer Solutions created an out-of-the-box solution that provided both ease of data entry and workflow, with the scalability and flexibility to support changing business requirements over time.

Innovation & Impact

The use of SharePoint Online was successful in meeting and exceeding the requirements of the Store Business Desk. The solution’s success also resulted in the following:

• Seamless Integration: The SharePoint Online solution is integrated with multiple internal systems, reducing data entry errors and improving data consistency across platforms.
• Rapid Deployment: The solution was quickly deployed, allowing the client to start benefiting from improved workflows and data management almost immediately.
• Enhanced Security: Integration with Active Directory ensured robust security measures, protecting sensitive data and maintaining user trust.