Overview
Name
A leading sash and screen manufacturer
Facing rapid growth and mounting challenges in sales fulfillment and data traceability, the manufacturer partnered with a HAP solution provider to build a customized integrated ERP (Enterprise Resource Planning) system. By digitizing sales orders, production, inventory, procurement, and finance, HAP enabled real-time data synchronization and process collaboration. This eliminated paper-based operations, reduced manual workload by two staff, and, through enhanced order analysis and optimized raw material cutting, significantly improved production control and supported more accurate planning and business decisions.
Challenge
Rapid order growth across e-commerce, live streaming, and offline stores exposed systemic inefficiencies in The company’s custom-order operations—lengthy workflows, fragmented collaboration, and no unified data foundation across lead allocation, order tracking, measurement & drafting, production scheduling, inventory accounting, and cross-departmental reconciliation.
Disorganized multichannel lead management and severe lead collision
Leads from e-commerce, live streaming, and physical stores—tens of thousands across channels—lack a unified assignment and follow-up mechanism. The sales process is opaque and responsibilities are unclear, causing frequent lead collisions and duplicate outreach. As a result, customer experience deteriorates, conversion rates drop, and marketing costs rise.
Lengthy reconciliation cycles and high cross‑department and cross‑organization coordination costs
Inconsistent data definitions across sales, production, warehousing, and finance—combined with scattered vouchers and documents—make reconciliations manual and complex, taking over three days. As a result, monthly closing and business analysis are delayed, hindering management decisions and cash flow.
Lack of a unified data-intelligence foundation amid rapid business growth
Order volume and customer base far exceed peers of similar size, but fragmented information systems cannot support unified governance across omnichannel engagement, flexible manufacturing, and supply chain collaboration. As expansion continues, these issues intensify, driving up internal control risks and operating costs.
Lack of quantifiable labor efficiency and process visibility in multi-step production
Production data is scattered across multi-step processes, with no standard labor times or performance metrics. Shop-floor progress and bottlenecks are hard to spot in time, and capacity planning and scheduling lack a solid basis. As a result, labor productivity fluctuates, rework is hard to control, and overall capacity utilization remains low.
Manual handoffs across the custom order process causing loss of delivery control
Critical steps—from on‑site measurement and design handoff to production scheduling and shipping—rely on manual relay and communication, with no standardized processes or system orchestration. Delayed and inconsistent information leads to rework and chaotic scheduling, making delivery timelines unreliable and driving up breach risks and after‑sales pressure.
Lack of Real-Time Ledgers for Raw Material Inventory Leading to Blind Procurement
With over 2,000 raw materials moving in and out of inventory without real-time accounting mapping, book-to-physical reconciliation remains inconsistent. Safety stock and obsolescence risks are hard to flag in time, leading to shortages and line stoppages or overbuying that ties up cash. Supply chain planning and cash flow management come under pressure.
Solution
The company built an end-to-end ERP on Nocoly HAP—covering leads, customers, orders, R&D, procurement, production, warehousing, logistics, finance, and HR. Order-to-manufacturing automation syncs BOMs and routings; procurement and supplier reconciliation trigger automatically; batch- and attribute-based job reporting feeds real-time shop-floor data; QC and inventory updates run in parallel; finance remains fully traceable; HR centralizes personnel and org management—enabling seamless cross-functional collaboration and closed-loop data flow.
Research BOM and Process Data–Driven Production
Orders automatically pull the R&D‑defined product BOM and process parameters. The system generates production data, profile cutting plans, and material pick lists, ensuring design-to-manufacturing data consistency while reducing configuration errors and material waste.
Automated Sales-to-Order Integration
After sales teams log a prospect and begin follow-up, qualified prospects convert to customers and auto-generate orders. This eliminates duplicate entries across systems and delays in handoffs, while order data flows instantly into downstream R&D and manufacturing.
End-to-end ERP integration setup
Built on Nocoly HAP, The company implemented an integrated ERP spanning ten modules—Leads, Customers, Orders, R&D, Procurement, Production, Warehousing, Logistics, Finance, and HR—enabling end‑to‑end connectivity from opportunity capture to cross‑functional collaboration. Data flows seamlessly across stages with full transparency and traceability.
Lean Scheduling and Real-time Shop-floor Reporting
Work orders support staged scheduling and reporting by color and customer. Operation data is pushed to the line in real time, with labor productivity auto-tracked and fed back. Production takt time and resource load are transparent, enabling data-driven management and optimization.
Inventory, quality inspection, and finance fully traceable
After completion, inventory updates automatically; incoming inspection and quality control engage in parallel, with exceptions traceable to specific batches and operations. Finance gains end-to-end data traceability for reconciled books and stock, enabling precise control of costs, gross margin, and cash flow. The HR module centralizes employee records and organizational structure to support cross-department collaboration.
Automated Linking of Purchasing and Vendor Reconciliation
The system automatically triggers purchase requisitions based on material prep and production needs, links them to vendor statements, and creates a closed-loop procurement flow. This ensures supply-demand alignment and accounting consistency, while accelerating purchasing response and improving settlement accuracy.
Core Value
Procurement Collaboration Transparency:Procurement demand records: 26,621; purchase order line items: 10,147—end-to-end digital traceability from demand to order placement, enabling tighter control over material receipt and cost.
Accelerating the finance closed loop:Processed 34,287 financial receipts; automated business-to-finance data integration; clarified fund recovery milestones; reduced reconciliation errors.
Efficient lead conversion:The system has managed 17,955 leads cumulatively, converting 8,359 into qualified opportunities—achieving a 47% lead-to-opportunity conversion rate—and continuously built a high-quality customer asset base and stable opportunity pipeline.
Refined Production Scheduling:Streamlined production scheduling with 142,284 work orders and 336,872 print jobs; standardized work order and label workflows reduced production response time and improved planning accuracy.
Quantifying Workforce Productivity:Over 7,000 personnel efficiency records quantified process-level productivity, enabling data-driven identification of capacity bottlenecks and workforce optimization to drive continuous improvement.
:Processed 173,038 inbound and 190,036 outbound transactions; standardized operations and closed the data loop to accelerate receiving/shipping and improve accuracy—ensuring uninterrupted supply chain operations.
End-to-end order process digitization:Processed 44,509 orders online and tracked 143,990 order details—enabling end-to-end visibility and full traceability from creation to delivery while eliminating manual handoffs and omissions.
Reconciliation efficiency significantly improved:Monthly reconciliation time reduced from 3 days to half a day—over 80% faster—enhancing both timeliness and accuracy while unlocking finance-business synergy.
Improving Inventory Record Accuracy:Enhanced raw material traceability (2,044 records) and incoming inspection coverage (269 batches), boosting inventory accuracy from ~70% to >95% and sharply reducing both obsolete stock and stockout risks.
