Services ERP

Case Study: Revolutionizing HVAC Field Service Efficiency with SoftRobot.biz’s Services ERP

Client: HVAC Company (Leading HVAC & AC Service Provider)
Industry: HVAC Repairs, Maintenance, and Installation
Location: Pan-India, Africa, Middle East Operations

Challenges

Company struggled with fragmented workflows across its HVAC service operations:

1. Delayed Response Times: Manual dispatching led to inefficient technician assignments and customer complaints.

2. Poor Customer Experience: Lack of a unified ticketing portal caused service requests to fall through the cracks.

3. Inventory Mismanagement: Critical spare parts (e.g., compressors, refrigerants) were often out of stock, delaying repairs.

4. Compliance Risks: Manual payroll and GST calculations for 500+ field technicians led to errors.

Solution: SoftRobot.biz ERP

Company implemented SoftRobot.biz’s end-to-end Services ERP, designed for HVAC/AC field service management. Key modules deployed:

1. AI-Powered Field Service Software

   • Mobile app for technicians with real-time job assignments, route optimization, and digital work orders.

   • Result: 40% faster on-site arrival times.

2. Unified Help Desk & Customer Portal

   • Centralized ticketing system with automated SLA alerts and customer self-service updates.

   • Pre-defined USER: CUSTOMERS: Clients could track service status via a branded portal.

3. AI Chatbot & Knowledge Base

   • 24/7 chatbot resolved 60% of routine queries (e.g., “Why is my AC leaking?”) without human intervention.

   • Technical knowledgebase provided instant troubleshooting guides for technicians.

4. SupplyChain Manager

   • Automated inventory alerts for spare parts (e.g., PAD/RAD components) and vendor coordination.

   • Result: 30% reduction in stockouts.

5. Marketing & CRM Integration

   • Targeted campaigns for AC maintenance contracts using customer data from the CRM.

   • Pre-defined USER: MARKETING MANAGER: Tracked ROI on digital ads and customer retention.

6. HR, Payroll & GST Compliance

   • Automated payroll for contract technicians and GST-compliant invoicing.

Implementation

• Timeline: 4 months (rolled out across 15 service hubs).

• Key Features Leveraged:

  • Pre-defined user roles (Technician, Helpdesk, SupplyChain Manager).

  • AI-driven dispatcher for prioritizing emergency repairs.

  • GST-ready billing integrated with RA (Running Account) payments.

Results

Metric Improvement

• Customer Satisfaction +45%

• Technician Productivity +35%

• Inventory Costs -20%

• GST Compliance Errors -90%

Testimonial:
“SoftRobot.biz’s ERP transformed our field operations. The AI chatbot alone reduced our helpdesk calls by 50%, and technicians now complete 20% more jobs daily.”
– Ms. Priya Reddy, Service Director, Big HVAC Company

Why SoftRobot.biz?

• Industry-Specific Workflows: Pre-defined roles for HVAC/AC workflows (e.g., PAD/RAD repairs).

• End-to-End Integration: From customer tickets to GST invoicing in one platform.

• Scalability: Supports small contractors to large enterprises like Ethiopia Military.

Key Differentiators Highlighted:

• AI-Driven Efficiency: Chatbot + technician dispatch automation.

• Unified Compliance: GST, payroll, and inventory in one system.

• Proven Success: Trusted by MTPL, HFTPL, and military clients.

Commerce ERP

Case Study: Transforming Efficiency for ElectroHome Appliances with SoftRobot.biz’s Commerce ERP

Client: ElectroHome Appliances, Karaoke, Electronics, Accesories etc. (Pan-Asia’s Leading White Goods Retailer & Distributor)
Industry: Large Appliances Retail (Coolers, Karaoke, Refrigerators, Washing Machines, ACs, Mobiles, Fans, PCs etc.)
Location: Southeast Asia (HQ: Manila, Philippines)

Challenges

ElectroHome faced operational bottlenecks while scaling its retail and distribution network:

1. Fragmented Sales Channels: Disconnected POS, eCommerce, and franchise systems led to inconsistent pricing and stock visibility.

2. Inventory Overheads: 30% excess stock of slow-moving items (e.g., niche AC models) while facing shortages in high-demand products.

3. Inefficient Logistics: Manual pick-pack-dispatch processes caused delivery delays for bulky appliances.

4. GST Compliance Risks: Manual accounting led to errors in multi-country tax filings (Philippines, India, Indonesia).

Solution: SoftRobot.biz Commerce ERP

ElectroHome deployed SoftRobot.biz’s Unified Commerce ERP, designed for large-scale retail and distribution. Key modules deployed:

1. Omnichannel Commerce Platform

   • Integrated Pablo Show POS (in-store) with eCommerce and Dropshipment portals for seamless sales.

   • Pre-defined User Roles: Franchise partners and online sellers accessed real-time stock levels.

   • Result: 25% increase in cross-channel sales.

2. AI-Driven Inventory Management

   • CaliStock algorithms predicted demand for seasonal items (e.g., refrigerators during summer).

   • Warehouse & Logistics Software: Automated pick-pack workflows for bulky items.

   • Result: 40% reduction in excess inventory costs.

3. SupplyChain Manager

   • Centralized Seller Center for coordinating 200+ vendors (compressors, motors) and just-in-time replenishment.

   • Result: 99% order fulfillment rate during peak seasons.

4. GST-Compliant Accounting

   • Automated tax calculations for sales across 5 countries, integrated with BancoaIPO5 payment gateways.

   • Result: 100% compliance in GST filings.

5. Marketing & CRM Integration

   • Targeted campaigns for loyalty customers (e.g., discounts on washing machine maintenance packages).

Implementation

• Timeline: 5 months (rolled out across 50+ stores and 3 regional warehouses).

• Key Features Leveraged:

  • Pre-defined roles: Retail Cashier, Store Incharge, Inventory Manager.

  • QRCoMPO3 for instant product info access via QR codes in stores.

  • Driver! logistics module for real-time tracking of appliance deliveries.

Results

Metric Improvement

• Order Fulfillment Speed +50%

• Inventory Turnover Ratio +35%

• Cross-Channel Sales +25%

• GST Filing Errors -100%

Testimonial:
“SoftRobot.biz’s ERP unified our POS, warehouses, and eCommerce into one system. We slashed delivery times for heavy appliances by 60%, and the AI inventory tools eliminated stockouts.”
– Mr. Arjun Kapoor, COO, ElectroHome Appliances

Why SoftRobot.biz?

• White Goods Specialization: Built for bulky item logistics, GST complexity, and omnichannel retail.

• Scalability: Supports 10 to 10,000+ transactions daily (trusted by Vismay Philippines and Symphony Air Coolers).

• Pre-Defined Workflows: Tailored roles for franchise managers, cashiers, and logistics teams.

Key Differentiators Highlighted:

• Bulky Item Logistics: Warehouse workflows for refrigerators, ACs, and washing machines.

• Multi-Country Compliance: GST, VAT, and customs-ready for regional distribution.

• AI-Powered Demand Forecasting: Minimize dead stock, maximize margins.

Manufacturing ERP

Case Study: Empowering Precision Manufacturing at Globetronics Malaysia with SoftRobot Manufacturing ERP

Client: Public Listed Company Malaysia (Leading Electronics & Precision Components Manufacturer)
Industry: High-Mix, Low-Volume (HMLV) Electronics Manufacturing
Location: Penang, Malaysia

Challenges

Company faced critical hurdles in scaling its high-precision manufacturing operations:

1. Complex Production Planning: Inefficient scheduling for custom orders (ETO/MTO) led to 20% missed deadlines.

2. Inventory Overstock: Poor demand forecasting caused $1.2M annually in excess raw material stock (e.g., semiconductor wafers).

3. Compliance Risks: Manual tracking of ISO 9001 and FDA standards resulted in audit penalties.

4. Shopfloor Bottlenecks: Lack of real-time lot traceability delayed defect resolution in ortholar and medical device components.

Solution: SoftRobot.biz Manufacturing ERP

Company adopted SoftRobot.biz’s end-to-end Manufacturing ERP, tailored for HMLV and regulated industries. Key modules deployed:

1. Demand-Driven Discrete Manufacturing

   • JIT/Kanban workflows: Reduced WIP inventory by 35% for custom electronics orders.

   • ETO/MTO Scheduling: Automated job shop routing for 500+ SKUs.

2. Forecast-Driven Process Manufacturing

   • AI-Powered MTS/Batch Forecasting: 95% accuracy in raw material demand (e.g., PCB substrates).

3. Shopfleet Management & Traceability

   • Lot Tracking: Real-time genealogy for ortholar components, enabling recalls in <2 hours.

   • DSG Route Accounting: Streamlined dispatch for medical device shipments.

4. Quality & Compliance Automation

   • ISO/BRC Compliance Dashboard: Auto-generated audit trails for FDA and eSigma §8 standards.

   • PLM Integration: Accelerated R&D cycles for new PCB designs by 25%.

5. Lean Manufacturing with MPS/APS

   • Master Production Scheduling: Cut lead times by 30% for high-mix orders.

Implementation

• Timeline: 8 months (phased rollout across 3 factories).

• Key Features Leveraged:

  • MRP & SupplyChain Manager: Just-in-time procurement for rare materials.

  • Environmental Compliance: Automated OSHA and EPA reporting.

  • Shopfloor Mobile Apps: Technicians accessed work orders and quality checks via tablets.

Results

Metric Improvement

• On-Time Delivery Rate +40%

• Inventory Carrying Costs -$800K/yr

• Audit Compliance Pass Rate 100%

• Defect Resolution Time -70%

Testimonial:
*“SoftRobot.biz’s ERP transformed our shopfloor agility. The lot traceability module alone saved us 200+ hours monthly in recalls, and JIT scheduling slashed our inventory waste. Connected to our customer Intel using RosettaNet Standard for seamless supply chain operations.”*
– Mr. Kok, Past-Head of IT Operations, Globetronics Malaysia

Why SoftRobot.biz?

• Precision Manufacturing Expertise: Built for HMLV, ETO, and regulated sectors (medical, ortholar).

• End-to-End Integration: From PLM/R&D to FDA-compliant shipping.

• Proven Scalability: Trusted by GTB and SEE for mission-critical production.

Key Differentiators Highlighted:

• HMLV Agility: JIT/Kanban for custom orders without inventory bloat.

• Regulatory Peace of Mind: Automated ISO, FDA, and EPA compliance.

• End-to-End Traceability: From raw materials to customer delivery.

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Key Benefits of AI-Powered ERP

AI-powered ERP systems offer transformative benefits that go beyond the capabilities of traditional ERP solutions.

Predictive Analytics

AI enables ERP systems to identify trends and predict future outcomes, helping businesses make proactive decisions. For example, AI can forecast demand, allowing companies to optimize inventory and reduce waste.

• Example: A retailer using an AI-powered ERP predicted a 15% increase in demand for certain products during a holiday season, leading to a 20% increase in sales.

Process Automation

Repetitive tasks such as invoice processing, data entry, and order management are handled by AI, improving efficiency.

• McKinsey reports that automation in ERP systems can save companies up to 40% of time spent on administrative tasks.

Data-Driven Decision-Making

AI ensures the accuracy of data used for decision-making by cleaning, sorting, and analyzing it in real time.

• Use Case: AI can analyze financial data across departments, instantly flagging anomalies or potential cost-saving opportunities.

Improved Customer Service

AI-powered ERP systems enhance CRM with features like personalized recommendations and AI-driven chatbots for support.

Scalability and Adaptability

AI learns and adapts as businesses grow. Whether it’s accommodating a new product line or entering a new market, AI-powered ERPs adjust quickly.