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Case Study
 

Global giant prevents stock-outs through a mobile field force automation solution

The Challenge The Solution The Benefits

The world's leading supplier of water process systems, turned to Patni to develop a mobile sales force solution that helped the client empower its sales force and enhance customer satisfaction.

The Client

The client is a leading worldwide supplier of products and services related to water and industrial process treatments. With over 5000 employees and $1.4 BN in revenues, the client provides services to a host of industries ranging from beverages, chemical processing to high-tech industries including life sciences, microelectronics, and pharmaceuticals.

The Challenge

Spurred by the potential of technology advancements to alter the dynamics of business, the client was constantly on the lookout for improving the efficiency of its customer service representatives (CSRs), reduce the cost of service, and enhance the quality of services to its customers. The client had a field force of more than 2000 customer service representatives, who visited customer sites to provide service and technical support. The CSRs inspected the water system equipments, carried out water purification tests, and replenished the chemicals required for purification. As a part of the process, the CSRs registered sales orders, collected customer service data, and submitted the same by fax or telephone to the client's head office. However, this process threw up significant challenges which had a major impact on customer satisfaction. Some of these challenges included:

Capturing unstructured data from the information submitted through channels such as telephone and fax
Removing mismatch errors between the quantities booked and the inventoryin- hand caused due to absence of instant access to inventory status
Reducing delays in order processing caused due to inconsistency in the format of sales orders.

Further, probability of errors during manual re-entry of order details into the ERP system compounded the problems. Additionally, there were instances of stock-outs, caused due to the lag-time between order booking and order fulfillment. To sum up, the inefficiency and unpredictability associated with the process of order booking deterred the client's competitiveness in the marketplace.

 

The Solution

The client sought Patni's services to develop a solution that eliminated uncertainties and inefficiencies associated with its existing systems. Patni's responsibilities encompassed a wide range of activities from business process study to solution development and deployment. After a detailed business process study, the client agreed to implement a customized mobile field force automation solution that would enable the CSRs to capture and post order details accurately.

Patni developed an application with a thick client design using VC++, eVC++ and Java. The significance of the mobile application to a CSR on the move is the fact that the CSR can key in information in an offline mode and post data when he is connected. This is possible due to the low application footprint which enables the application software and data to fit on a PDA. A local database ensures that almost all the application processing takes place on the PDA with little or no processing taking place at the server end. An application server integrates the thick client application with SAP the corporate system. The application exploits the capability of SyncML DB2e framework to facilitate remote data synchronization with the server. The solution also takes care of automatic client upgrades. Every time the PDA's synchronize, the new version of the software is installed.

 

The Technology

Java, J2EE, JSP
WebLogic Application Server
Oracle 9i, VC++, eVC++
IBM DB2 Everyplace Synchronization Solution.
 

The Benefits

The application provided the functionality to determine near-real time inventory, determine exact sales order quantities, and transmit the sales order to the sales office for immediate shipment. The solution enabled the Sales & Service Representatives to confirm order quantities while being on the move. Similarly, they could create Customer Service Reports and e-mail it.
Additional benefits include:
The new application has improved the sales process leading to significant efficiencies in sales efforts. An estimated 120 Sales person months were saved due to this application, with lesser number of sales representatives required to perform a sales activity
Apart from direct savings, significant value was generated by achieving a 50% reduction in cycle time for the entire business process. Reduced errors in order booking, increased accuracy and quick response resulted in improved customer satisfaction
The system was now totally online in terms of existing inventory & reserved inventory. Hence there was a high degree of accuracy in stock availability estimation. This helped the client reorder in time, leading to fewer stock outs
Field data was now available to the central marketing department for doing analysis and taking key decisions.

 

   
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