Company Overview:

Factory Direct Shutters previously relied on a combination of off-the-shelf software solutions and manual processes, such as paper-based forms and manual data entry into systems. This system of work was not fully automated, leading to inefficiencies, potential for human error, and difficulties in effectively controlling pricing structures.

Factory Direct faced challenges in assembling an IT team with the required skills to develop the new system in-house. This was due to the specific needs for custom software development that their existing IT department was not equipped to handle.

Staff Augmentation Strategy:

To address these challenges, Factory Direct augmented its existing IT team by bringing in external expertise. Under the leadership of Paul Grice, the IT manager, a development team was formed, combining in-house and external resources. This approach allowed Factory Direct to leverage external expertise while maintaining control over the project through its existing management structures.

Implementation:

The augmented team embarked on the development of the Custom CRM and Quoting Tool, focusing on several key areas:

1. Automation of Data Entry: Automating data input from paper-based forms directly into the system to reduce manual errors and processing times.
2. Customised Pricing Controls: Developing a module within the CRM to handle complex pricing structures automatically, to ensure consistency and accuracy in quotes provided to customers.
3. Integration with Existing Systems: Ensuring that the new CRM and quoting tool integrated seamlessly with existing inventory management and customer service systems.