A technology provider unified sales, purchasing, operations, support, HR and finance on a single ERP system with one shared record.
Each department ran on its own files. Sales tracked leads and quotations in one place, purchasing priced suppliers in another, operations followed projects separately, and finance re-entered the same transactions to bill and collect. The status of an account depended on who was asked, and management reports were consolidated by hand.
WCube delivered a 360° ERP system that carries one record from the first lead through bill of materials, quotation, sales order, purchasing, project delivery, after-sales service and collection. Each department works on the same record with its own permissions and its own view. Approvals are routed by rule, and every change is logged with the user and the time.
A transaction is entered once and followed by every department. Sales sees purchasing and delivery status without asking, quotations are approved by rule instead of by email, and management reads pipeline, project and service performance from live data rather than consolidated files.
The same record moves from sales to operations to finance. Nothing is entered twice.
The modules delivered, each working from the same customer, item and transaction records.
Leads, opportunities, activities and sales quotas tracked from first contact to closed deal.
Solutions are costed from a controlled catalogue and supplier price lists before a quotation is issued.
Quotation templates, approval rules by amount and margin, and conversion to sales orders.
A purchasing queue driven by approved orders, with supplier catalogues and foreign-exchange rates.
Projects created from the sales order, with change requests approved and recorded against scope.
Service jobs queued, assigned and tracked to completion, with service reporting.
Invoices raised from the sales order and delivery, with no re-encoding.
Payments due, collected and outstanding tracked per client.
Client credit applications, document requirements and approval before terms are extended.
Expense and cash advance requests approved, released and liquidated on record.
Employee files, leave, loans and cash advances with approval and document-expiry alerts.
Live reports across every module, with a complete log of who changed what and when.
Tell us how the process runs today. The first conversation is a requirements exercise, not a demo.