Process-Smart Facilitates Efficient Contract System Transition for Client
The client, an established company, faced the daunting task of converting thousands of contracts from a traditional paper-based and homegrown database system into a modern Enterprise Resource Planning (ERP) system. The sheer volume of contracts and the complexity involved in reformatting them for a new system posed significant challenges.
Process-Smart employed a multifaceted approach to streamline the transition, leveraging global resources for maximum efficiency:
Paper File Structuring and Data Scrubbing:
While the paper-based contracts were initially digitized, the inherent inconsistencies in information across forms necessitated manual scrutiny. Process-Smart employed human experts to meticulously scrub and standardize this data, thereby structuring it appropriately for seamless integration into the new ERP system.
Database Utilization:
The team extracted key information from the client’s homegrown database, ensuring that all necessary data were captured and formatted correctly.
Parallel Operations:
All of these tasks were executed in a relatively short period, allowing the client’s internal staff to continue focusing on customer service rather than getting bogged down with the system transition.
Beneficial Outcomes
The collaboration with Process-Smart yielded several key benefits for the client:
Speedy Transition:
The client was able to migrate to the new ERP system much faster than would have been possible without external assistance.
Resource Allocation:
The internal staff could remain focused on serving customers, thereby maintaining a high level of service, and minimizing disruption during the transition.
Data Integrity:
The project facilitated a full “scrub” of data from multiple sources, consolidating them into a single, reliable source of truth in the new ERP system.
Through a smart, resourceful approach, Process-Smart successfully navigated the complexities of the client’s needs, facilitating a smooth, efficient transition to a modern ERP system.