Case AGROKALINA

Process automation for a manufacturer of agricultural equipment

AGROKALINA is a Ukrainian company, one of the leaders in agricultural machinery production.

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Year

2020

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Project duration

6 months

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TECHNICAL SUPPORT

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Specialists involved

8 persons

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Year

2020

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Project duration

6 months

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Project duration

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Specialists involved

8 persons

agrokalina site screen

Challenges

agrokalina logo
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    The processes are manual and depend on managers.
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    It is difficult to determine the current workload.
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    Analysis and forecasting takes a lot of time.

Solutions

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    Customise the CRM system according to the company's processes.
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    Systematise and automate internal and external processes: communications with customers, processing of requests from various sources, reconciliation of orders between departments, production, payments, shipment, delivery.

Project Details

scheme of the agrokalina project

Preparation for CRM implementation can be divided into 4 main blocks:

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    Analyse the process of working with Leads and Deals;
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    Detailing - identifying important stages and components of the process, responsible and control points;
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    Formalisation and fixation of business processes - structuring data into a table, preparing the necessary diagrams;
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    Writing technical specifications for CRM implementation and process automation.

Algorithm of the key business process

STEP 1. ACCOUNT

The Client is invoiced, and based on this, a task is automatically created for the Accountant to "Control the prepayment". After completing the task, the Deal moves to the next stage "Prepayment", and a letter about the fact of payment is automatically sent to the manager's mail.

STEP 2. monitoring

Status monitoring for 3 days if changed, then proceed to step 3;if not, then on the 4th day, a notification is sent to the manager and the supervisor.

STEP 3. ADVANCE PAYMENT

Control of the Accountant and change of status to "Prepayment" (the status can be changed by the Accountant or manager).

STEP 4. RECEIVING

Receiving an advance payment from the client (at least X%).

screen, workspace
screen, workspace

STEP 5. AUDIT

Checking the goods in the ready-made goods warehouse: if available, go to step 7; if not, proceed to step 6.

STEP 6. Transferred to work

A task is automatically created with the deal number for the shop floor manager. When the goods are manufactured, the status of the transaction changes to "In warehouse".

STEP 7. The goods are in the warehouse

Tasks are automatically created:to the manager: to agree on the date of shipment with the client to the logistician: to organise transportation for shipment.At this stage, a letter and SMS are sent to the Service to agree on the shipment process.

STEP 8. The goods are shipped

Notifications are automatically sent to the Loyalty System and the manager. An event (call) is automatically created for the manager - in 15 days to make a call for feedback and support.

screen, workspace, segment, step

We have reviewed the key process, where the description shows that some actions are performed automatically and do not require human intervention. This speeds up processes, reduces errors and makes processes more efficient.

screen, workspace, segment, step

We have reviewed the key process, where the description shows that some actions are performed automatically and do not require human intervention. This speeds up processes, reduces errors and makes processes more efficient.

Results

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    The speed of processing orders has increased.
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    Transparency has appeared and at any moment you can see the current state of the company's processes.
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    A share of man-hours was freed due to the automation of processes.
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Julia Andrusiak

Julia Andrusiak

Account Director

+38 050 700 75 72

latigid.ogeretla%40kaysurdna.y

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