Business Goals
Servomex is the Industrial Solutions Division of Spectris plc, a precision instrumentation and controls supplier. Servomex delivers high-performance, cost-effective gas analysis equipment through a portfolio of dependable products. With a leading edge in R&D and manufacturing maintained by two technical centres based in Crowborough, UK and Boston, Massachusetts, Servomex serves industries including power generation, hydrocarbon processing, industrial, and medical equipment manufacturing with ultra-high-purity gases and emissions monitoring.
To supplement its market position, Servomex wanted to transform its IT landscape to bring more efficiency to its internal processes, thereby upgrading the overall customer and employee experience.
Technology Challenges
- Salesforce CRM for front-end Sales and Service processes
- SAP ECC for Sales Order to Cash, Purchase to Pay, Manufacturing Execution, and Record to Report (Finance) processes
How NeosAlpha Helped
Our solution architects assessed the capabilities of the two concerned systems, the client’s internal processes, and the challenges involved with those processes. Then, requirements were gathered as different use cases to plan the design, development and testing.
Our expertise in working with Salesforce and integrating different enterprise applications helped us to design and implement a robust solution touching all the Business processes from Opportunity to Sales order creation.
The following was achieved by leveraging the capabilities of Salesforce’s Apex triggers, custom objects, and Boomi integrations,
- Automated creation of customer objects in Salesforce Account and Opportunity Line Items based on changes in the stages of opportunities, which facilitated customer creation in SAP.
- Updation of Salesforce accounts following any changes in SAP customer records.
- Creation of SAP Quotes & Sales Orders from Salesforce opportunity objects.
- We automated the updation and synchronising of product, pricing, and cost information between Salesforce and SAP.
- Creation of SAP sales orders and invoices from Salesforce work orders.
- Visibility on delivery, credit, and other SAP work order statuses in Salesforce.
- Validation of data before account creation and logging of error messages in Salesforce.
- We created a user-friendly UI experience for the internal IT team and implemented role-based access.
Results
- The lead time to service a customer was significantly reduced as the quote-to-sales order process was automated—timely data interchange between the systems.
- Processing costs were reduced by minimising the resources needed to rekey data.
- Better alignment of the customer, sales, service and asset data between the systems. For example, consistency of the sales opportunities in Salesforce, with the quotes and Sales Orders processed in SAP
- More accurate interchange of data replacing the manual system, which reduces errors
- Simplification of processes and aligning the data in both systems provide reliable results.
