About the Client
A leading vertically integrated manufacturer of roofing, waterproofing, needle roller bearings, linear motion components, and insulation products for residential and commercial markets.
Business Challenges
- Finished product information was fragmented across multiple views: BoM, Quality, MDM, and Plant-related data were managed separately, making it difficult for users to access a complete picture of a product from a single location.
- Manual calculations created inconsistencies: Product-related calculations depended on manual input and interpretation of business rules, increasing the risk of errors and inconsistent outputs across records.
- BoM creation was time-consuming and error-prone: Bill of Materials generation relied heavily on manual evaluation of product attributes such as width, thickness, colour, and region, slowing down product setup processes.
- Approval workflows lacked standardization: Existing approval processes for different record types were not fully streamlined, resulting in delays in review and authorization cycles.
- Product speed calculations required manual effort: Users had to manually calculate and update product speed values based on multiple dimensions, reducing efficiency and increasing dependency on manual processes.
What We Did
- Designed a dynamic Lightning record page: Built a Finished Product Lightning page using Dynamic Forms, organizing BoM, Quality, MDM View, and Plant View into structured tabs to provide users with a single integrated workspace.
- Implemented real-time formula logic: Created custom formulas aligned with business rules to automate calculations and ensure consistent, accurate outputs across Finished Product records.
- Automated Bill of Materials generation: Developed automation logic that evaluates product attributes such as width, thickness, colour, and region to automatically generate BoM records using predefined calculation rules.
- Configured approval workflows for key record types: Implemented approval processes tailored for TPO and ISO record types, enabling structured review, validation, and authorization workflows.
- Automated product speed calculations: Built logic to auto-populate speed values based on width, thickness, and length inputs, eliminating manual calculations and improving process efficiency.
Value Delivered
- A single integrated product view: Users can now access BoM, Quality, MDM, and Plant-related information from one Lightning record page, improving visibility and simplifying navigation.
- Reduced manual errors and improved data accuracy: Automated formulas and BoM generation minimized dependency on manual calculations, resulting in more reliable and consistent product data.
- Faster operational workflows: Automated approval processes and speed calculation logic reduced turnaround times and improved process efficiency across teams.
- Improved user experience and adoption: Dynamic page layouts and intuitive record structures enhanced usability, increasing adoption among business users.
- A scalable foundation for future growth: The solution established a flexible framework that can support additional record types, process enhancements, and future business requirements with minimal rework.