KMS Management Platform
Case Study
Kranservice Michael Schmidt
Transforming Outdated Processes into a Modern Management Platform
Key Goals
- Replace a 20-year-old, outdated invoice generation software with a modern, efficient system.
- Build a lightweight CRM and document management solution tailored to specific company needs.
- Centralize key operations, including inventory control, invoicing, and document generation, in one place.
- Design a fully customized dashboard, adapted precisely to what management wants to monitor.
Challenges
- The company relied on a decades-old invoicing tool, expensive, outdated, and overly complex.
- Customer, sales, inventory, and document data were scattered across multiple unconnected tools.
- Quotes were created manually in Word, taking 15–30 minutes per document.
- No centralized control over customers and sales tracking.
- Limited visibility into inventory and stock levels.
- Lack of performance metrics to monitor business health.
Custom Dashboard for Management
A customized dashboard provides real-time visibility into revenue and sales trends, empowering management to make data-driven decisions.
Pending and overdue invoices presented with one-click document access, tailored to the company’s exact requirements.
A customized dashboard provides real-time visibility into revenue and sales trends, empowering management to make data-driven decisions.
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