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Shubhada Polymer is a multinational automotive and mold manufacturer, known for producing high-quality components for the automotive industry. With a complex business model spanning across multiple regions, the company utilizes an ERP system for managing operations, inventory, and production. However, the sales process was cumbersome and not fully optimized for the team’s needs. The existing ERP system was not user-friendly for the sales department, making it difficult to manage customer data and track sales activities efficiently.

Success Story

Shubhada Polymer

Shubhada Polymer is a multinational automotive and mold manufacturer, known for producing high-quality components for the automotive industry. With a complex business model spanning across multiple regions, the company utilizes an ERP system for managing operations, inventory, and production. However, the sales process was cumbersome and not fully optimized for the team’s needs. The existing ERP system was not user-friendly for the sales department, making it difficult to manage customer data and track sales activities efficiently.

Challenges:

  1. Inefficient Sales Process: The existing ERP system was not tailored for the sales team, causing delays in accessing and managing customer data. The interface was not intuitive, making it difficult for the sales department to efficiently manage customer relationships and track sales activities.
  2. Customer Data Migration: Shubhada Polymer wanted to transition to Salesforce for its sales operations due to its user-friendly interface and powerful customer relationship management (CRM) capabilities. However, migrating existing customer data from their legacy ERP system to Salesforce posed a significant challenge.
  3. Data Consistency and Syncing: The company needed to ensure that customer data was consistently updated across both the new Salesforce system and their existing ERP. Without proper synchronization, there was a risk of data inconsistencies, which could lead to inefficiencies and mistakes in managing sales activities.
  4.  

Solution

To address these challenges, Technokeens developed an integration solution that seamlessly connected Salesforce with Shubhada Polymer’s existing ERP system using API-based syncing. Key features of the solution included:

  1. API Integration: We built an API that allowed for real-time synchronization between Salesforce and the existing ERP system. This ensured that customer data, sales history, and other relevant information were automatically transferred and updated between the two systems without manual intervention.
  2. Smooth Data Migration: The migration process was streamlined by automating the data transfer from the ERP system to Salesforce. This eliminated the need for manual data entry, reducing the risk of errors and ensuring a smooth transition for the sales team.
  3. Unified Sales Platform: With Salesforce now handling sales operations, the sales team gained access to a user-friendly interface with easy-to-use tools for managing customer relationships, tracking leads, and analyzing sales data. This simplified the sales process and improved productivity.
  4. Real-Time Data Syncing: The integration ensured that any changes made to customer data or sales activities in either system were automatically reflected in the other. This maintained data accuracy and consistency, providing the sales team with up-to-date and reliable information at all times.

 

Impact

    • Enhanced Sales Efficiency: The adoption of Salesforce significantly boosted productivity by simplifying customer relationship management and sales activity tracking.

    • Seamless Data Flow: Integration between Salesforce and the ERP system ensured accurate, up-to-date customer data, eliminating data silos and manual updates.

    • Improved Decision-Making: Real-time visibility into customer information and sales metrics empowered the sales team to make faster, more informed decisions.

    • Reduced Manual Effort: Automated data migration and synchronization minimized the need for manual entry, reducing administrative load and allowing the team to focus on strategic tasks.

    • API-Based Integration: A robust API setup enabled smooth and reliable data exchange between systems.

    • Enhanced User Experience: The intuitive Salesforce interface improved usability for the sales team, encouraging better adoption and engagement.

    • Real-Time Data Updates: Consistent synchronization ensured that customer records and sales insights remained current at all times.

    • Increased Operational Efficiency: The streamlined processes led to faster workflows, improved accuracy, and higher overall team performance.


    By implementing this solution, Shubhada Polymer was able to streamline its sales operations, reduce manual processes, and provide its sales team with the tools they needed to manage customer relationships effectively. This integration not only improved internal efficiencies but also contributed to better customer satisfaction and sales growth.

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Challenges

  1. Inefficient Scheduling of Audits
    The audit scheduling process was entirely manual, requiring significant time and coordination. Frequent delays and rescheduling negatively impacted productivity and customer experience.
  2. Inconsistent Calculation Templates
    Energy Conservation Measure (ECM) calculations were done using various Excel sheets without a standard template. Different employees used customized formats, leading to data inconsistency and frequent errors.
  3. Complex, Error-Prone Calculations
    Each ECM involved unique formulas. Manual calculations in Excel were complex and highly susceptible to human error, risking the quality and reliability of audit results.
  4. High Operational Costs
    Manual processes for scheduling, calculations, and data management demanded more manpower and oversight, increasing overall operational costs and lowering efficiency.
  5. Manual Utility Coordination
    Communication and report submissions to utility companies were handled manually, slowing down approvals and creating additional administrative burdens.
  6. Data Management Challenges
    With no centralized system, managing the growing volume of audit data—photos, unit details, and project files—was difficult. This resulted in version control issues, data loss risks, and inefficiencies in data retrieval.

Solution

Technokeens delivered a custom cloud-based software solution hosted on AWS, designed to automate and optimize every aspect of the energy audit workflow.

  • Custom Software Development on AWS
    A scalable and secure cloud infrastructure ensures high performance, data protection, and flexibility for future expansion.
  • Role-Based Secure Logins
    The system features role-based access controls, allowing administrators to assign permissions based on user roles, enhancing security and operational clarity.
  • Centralized Data Management
    All audit-related data—unit details, photos, site notes—are stored in a centralized, structured database, enabling easy access, better version control, and reduced data loss risks.
  • Automated ECM Calculations
    Manual Excel-based ECM calculations were replaced with automated backend logic. This not only reduced human errors but also improved the accuracy and reliability of audit outputs.
  • Standardized Templates
    Built-in ECM templates ensure standardized, uniform calculations across all audits, eliminating inconsistencies and simplifying internal reviews and audits.
  • Automated Report Generation and Utility Submission
    Audit reports are automatically generated and can be submitted directly to utility companies via email, streamlining communications and saving time.
  • Mobile Application for Field Engineers
    Technokeens also developed a mobile companion app. Engineers on-site can now view project details, perform calculations, upload photos, and submit reports in real-time, improving field efficiency and data accuracy.

#1 Assemble the right team

We handle all aspects of vetting and choosing the right team that you don't have the time, expertise, or desire to do.

#2 Sprint planning

Sprint roadmap is a collective planning effort. Team members collaborate to clarify items and ensure shared understanding.

#3 Tech architecture

We break monolithic apps into microservices. Decoupling the code allows teams to move faster and more independently

#4 Standups & weekly demos

Standups, weekly demos, and weekly reviews make sure everyone is on the same page and can raise their concerns.

#5 Code reviews

Code reviews before release help detect issues like memory leaks, file leaks, performance signs, and general bad smells

#6 Iterative delivery

We divide the implementation process into several checkpoints rather than a single deadline.

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