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Complete Automation for Energy Management Company

Overview

Rayal, the leading energy savings and LED replacement provider in Dublin, received a much-needed makeover of their manual processes of calculating savings from LED replacement for their clients at pre-sales level and then integrated it with their supply chain and accounting.

CLIENT
Rayal

SERVICES
Consulting, Implementation & Software Development

PRODUCTS

INDUSTRY
Manufacturing

Challenge

Rayal, the leading energy savings and LED replacement provider in Dublin, received a much-needed makeover of their manual processes of calculating savings from an LED replacement for their clients at the pre-sales level and then integrated it with their supply chain and accounting.

Manual Processes

Manual Processes in any business are always full of bottlenecks. You depend a lot on people and processes which are not automated, and invariably one or the other fails or isn’t available and creates a bottleneck. Rayal realized if they were to grow further they had to replace these manual processes with automation.

Isolated Data Stores

Rayal was managing a lot of information on Excel sheets, and multiple data sources were leading to “islands of information” which they had to search out every time they needed particular information on the product/customer or supplier.

Reliance on Powerful but unconnected LED Savings Calculator in Excel Spreadsheets

Rayal realised while their powerful excel sheets were giving them all the results possible, they were prone to failure, and one incorrect data entry by any one user was causing a complete shutdown of the process. Also, there were multiple versions of these spreadsheets roaming around on the computer network.

When we first set out on this task, I did not think there was a system out there that was able to survey, do accounts, perform customer management and track and trace stock. To have all these modules on Odoo through Target Integration was simply amazing for me as Finance…

Solutions

Target Integration acknowledged the limitations of Rayal’s work processes and delivered complete automation for its presales activities. A major part of any implementation like this is change management as it is easy to replace systems but very difficult to change people.

LED Savings Calculator with Lead Management

Well, when it comes to customised requirements simple is the best. Target Integration took the requirements and presented a design which was modern looking as well as tablet and mobile compatible. LED savings calculator is now used by every surveyor in Rayal to estimate the savings after switching to LED Lighting.

Report for Customer Quotation

All the hustle with files stored in different folders and grouping them for a whole lot of data was really time expensive as well error-prone. To speed up the process with no implications for human error, Target Integration integrated a quote generation process with Odoo’s existing services

Stock Management System

Execution of warehouse management into Rayal has leveraged them with a competitive advantage by minimising labour expenses, enhancing customer service, improving inventory accuracy, increasing flexibility and responsiveness.

Result

Electronic site surveys meant quicker results for Rayal as well as their client. The team saw an increase in the speed of delivering results of Site Surveys. There was no manual transmission of data from one system/software to another and hence less time was wasted.

When customers started receiving quotations quickly, they had everything in their hands to make a decision on the project quickly. All the information was well presented. This increased customer satisfaction, they had all the support of Rayal team members while Rayal had all the information available at their fingertips from Odoo.

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