Example Business Scenario and Solution: Manufacturer of Custom Commercial Cabinetry and Millwork
Profile:
3 office employees, 6 shop employees Uses Excel spreadsheets to track jobs Uses Excel spreadsheets to create estimates Uses QuickBooks for accounting
Issues:
Has difficulty tracking and controlling materials and inventory.
• "We have extra material lying around but are unable to know what, how much and where it is" • "We are purchasing materials we don’t need resulting in wasted profits and cash flow" • "We also under purchase material which creates production delays and causes"
"We want to get control over our materials and inventory"
Spending valuable time filling out job sheets and entering them into a spreadsheet:
• "This takes too much time" • "The guys don’t fill out the timesheets correctly" • "It is difficult to get a true job cost picture" • "The information is always too late to make a difference"
"We want easy, accurate and timely job cost reports and that will compare the actual to the bid"
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