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  • Customer Relationship Management (CRM)

Cybage Helped a Leading US-based 3PL Vendor Develop an End-to-End Solution Based on the MS Dynamics XRM Framework to Bridge the Gap Between Business and Application

Supply Chain and Logistics
Posted On: 22 March, 2024

About the Client

  • A leading third-party logistics service provider in the USA specializing in non-asset-based services
  • Delivers efficient and cost-effective nationwide logistics management solutions with a special focus on customers' critical timelines and budget requirements
  • Specializes in distribution, transportation, warehousing, installation, and project management

Business Needs

  • Develop a comprehensible User Interface (UI) to bridge the gap between business and application
  • Streamline navigation to avoid switching between multiple screens and applications to perform a simple task
  • Enhance productivity by removing redundant entries, considerable manual work, paperwork, and user dependency
  • Set standards for reports and ensure visibility into project status and historical data
  • Enable integration with accounting system and inventory system
  • Install a validation mechanism along with email alerts/warnings to address user errors
  • Upgrade technologies to address performance issues and enable cost control, scheduling, and data reconciliation using workflows

Solutions

  • Implemented Bing map support for location tracking
  • Developed modules for sales cycle, quotations, estimations, budgeting, invoicing, and accounts receivable processing
  • Built modules for project setup, planning, execution, tracking, controlling, and closing
  • Implemented a planning grid feature for online shipment tracking and inventory status
  • Enabled barcode scanning and mobile technology support for customers to log in and browse details
  • Provided portal access to vendors/agents and enhanced the customer portal
  • Customized the vendor rating module as per performance requirements
  • Introduced standard reports for management along with BI and data analytics reporting
  • Deployed modules for procurement cycle, request for quotation, contracts/agreements, rate cards, work orders, and vendor payments processing

Business Impact

  • Enhanced productivity with intuitive UI
  • Enriched user experience by making the application simple, user-friendly, and workflow-driven
  • Increased visibility into business performance with executive dashboards for critical KPAs
  • Heightened transparency by enabling tracking of project status and cost based on real-time
  • Boosted company efficiency by implementing staff time tracking and task management modules
  • Improved application efficiency with successful integration of accounting system and third-party software
  • Strengthened the application security by enhancing security features and access control systems

Technology Stack

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Cybage Helped a Leading US-based 3PL Vendor Develop an End-to-End Solution Based on the MS Dynamics XRM Framework to Bridge the Gap Between Business and Application
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