Industrial Project

Client

A few words about The Client

Our client is a regional representative of a Western industrial giant that holds an equipment production line.

In Ukraine, the manufacturer doesn’t lead sales activities directly, relying on independent distributors throughout the country.

Sales accounting through distributor companies became too effort-consuming at some point, and we needed to adapt it to some unified standards within one platform. The company also had to solve several business tasks along the way: digitize the document flow, train the staff, and monitor working hours.

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At the time of the request, there was no digital management model, managers were handling their tasks “manually” – slowly, without handy tools.
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Initially, the client needed a CRM to control the sales funnel and keep detailed statistics
Goals and objectives

Our client wanted a single platform to work with distributors and digitize all sales through a CRM system, so our goals were as follows:

01/
To create the system to “unravel” every sales stage, from the first customer encounter to the order shipment;
02/
To make an employee training process automated, facilitated, and accelerated;
03/
To create a tool that would allow all the data to be recorded automatically, getting rid of the manual filling of spreadsheets;
04/
To create a project management system: an admin panel for managers and a mobile application for engineers;
05/
To create an app that would help distributors create and sell aftermarket service packages.
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Solution

Five steps to digital transformation for an industrial giant: sales management, education, and service

The design strictly follows the client's corporate brand book: predetermined colors, fonts, visual style and composition requirements. The client separately insisted that all products be aesthetically pleasing and offer a modern UX. This particularly applied to the numerous statistical modules that each project had – so our tries to design the figures in the form of clear and beautiful infographics were not in vain.

Integration of all products into a single ecosystem is possible, but there is currently no task for such integration. The admin panels of the platforms are sufficiently interconnected through APIs. If an application for tracking engineers' work needs a database of equipment, it pulls it from the underlying CRM.

Technology used
PHP
Laravel
React.js
kotlin
Swift
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The first step: It all started with sales

For the client, the basic CRM came to be the largest and most complex project in the entire case. It not only solves all the tasks assigned to it but also serves as a model and basis for other products. The data it stores is pulled into other platforms through API if needed.

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The second step: An educational platform for business
  • We refactored the code and suggested shifting from PWA to Flutter-based development.
  • The client tested the pre-release product and suggested a long list of new features. The second version of the application we wrote in Flutter basically from scratch. The logic of the final solution went far from what was planned at the start. 
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The third step: Digitizing the product demonstration

The platform created according to the client's templates allows you to create reports quickly and easily without scrupulously filling out spreadsheets. The equipment database is pulled here from the main CRM via the API

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The fourth project: Monitoring the operation of the service department

The result was a separate CRM system for service management. It is similar to an office planner: each task has its status, responsible persons, and time stamps. Each engineer is visible to his manager in real-time – by the status of the assigned tasks.

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The fifth step: Service sales and contact with the end user

The result of the team's work was another CRM system with a mobile application. But this time, the app is not for managers or engineers but for owners of equipment.

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Result

Development Results

In over three years, we have implemented from scratch five projects for large businesses, digitizing all aspects of their internal processes step by step.

The client got effective working tools, streamlined the work with distributors, reduced the managers' workload, achieved transparency in service monitoring, and improved the customer experience for its end consumers.

Applications for corporate testing and product demonstration aroused great interest outside of Ukraine because our client introduced them to their foreign colleagues in Germany, Brazil, the USA, and several other countries. Many foreign offices of the manufacturer still conduct management manually – through spreadsheets and PDF files.The Ukrainian experience has been revolutionary for them, so the team is already preparing the ground for the localization of products for other markets. The client also put a particular focus on working out all the legal nuances necessary for work in Europe.

For WEZOM, this experience was precious in a lot of aspects. We had an incredible experience of cooperating with a world-class brand, proved ourselves on the top market, and did not let down the trust of the client. Such projects are an unparalleled pleasure, despite all the difficulties.

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