Improve Business Performance with EquipSoft
Customer Company Size
Mid-size Company
Region
- America
Country
- United States
Product
- Aptean EquipSoft ERP
Tech Stack
- ERP
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Productivity Improvements
- Cost Savings
Technology Category
- Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Industries
- Equipment & Machinery
Applicable Functions
- Discrete Manufacturing
- Sales & Marketing
Use Cases
- Inventory Management
- Predictive Maintenance
- Fleet Management
Services
- System Integration
About The Customer
Based in the city of Industry, CA , Yale/Chase has been the leading supplier of material handling products, services and solutions in South California and Hawaii for over 20 years. The company focuses on providing end-to-end solutions for their customers that includes core material handling equipment, complementary products, and services wrapped around those products to completely solve their customers’ requirements. The company has divisions for materials handling, industrial carts, construction, energy, terminal tractors, railcars and electrical repairs and services. They carry equipment from Yale, JCB, Princeton, Drexel, Bendi, Taylor-Dunn, Star, Capacity, Trackmobile and other lines.
The Challenge
Yale/Chase had some very specific challenges to solve with a new ERP solution. The primary need was to make sure that they could manage parts, sales, services and rentals in one system. On the rental side of their business, they needed a better view on their equipment availability tree so that they could better optimize booking schedules. On the services side, they wanted to make sure they could engage their technicians and get back accurate data and reports. They also needed to decrease the manual effort associated with stocking parts for consignment and service vans. From an operations perspective, they wanted to do a better job of optimizing preventative maintenance. Finally, they wanted to roll up their KPI’s so that the finance and leadership team had better insight into the performance of the whole business.
The Solution
EquipSoft has been implemented at all of Yale/Chase’s operating locations. Beyond the dealerships and head office, the product is used by their 100+ field service technicians. The company now leans heavily on customized reporting for key operational insights. EquipSoft has helped realize improvements across their rentals, parts, service and sales operations. A sortable availability tree means that they are not losing rental opportunities while trying to locate equipment, and the easy transfer of used equipment in and out of rentals also had an impact on their top line revenue. Establishing preventative maintenance scheduled on unit utilization, as opposed to calendars has saved Yale/Chase a lot of money they used to spend over-servicing their equipment.
Operational Impact
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