Pioneer’s CRM and ERP now roll smoother on one cloud platform
Customer Company Size
Mid-size Company
Region
- America
Country
- United States
Product
- Rootstock Cloud ERP
- Salesforce CRM
- FinancialForce
- Box.com
Tech Stack
- Cloud Computing
- Salesforce Platform
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Productivity Improvements
- Customer Satisfaction
- Digital Expertise
Technology Category
- Platform as a Service (PaaS) - Application Development Platforms
- Platform as a Service (PaaS) - Data Management Platforms
Applicable Functions
- Discrete Manufacturing
- Sales & Marketing
Use Cases
- Manufacturing System Automation
- Predictive Maintenance
Services
- Cloud Planning, Design & Implementation Services
- Software Design & Engineering Services
About The Customer
Pioneer Motor Bearing Co. is a fourth-generation family business that provides turnkey design and upgrade capabilities, and excels in rapid-response, emergency repairs of fluid-film bearings, ranging from the latest U.S. navy ships to nuclear steam turbines. The company’s customers include leading OEMs such as GE, Siemens, Westinghouse, Toshiba, Mitsubishi-Hitachi, and many more. Pioneer also serves most public and private electric utilities in the US, such as Duke Energy, Pacific Gas & Electric, Southern Company, Los Angeles Department of Water and Power, Georgia Power, and TVA.
The Challenge
Pioneer Motor Bearing, a family-owned company that has been repairing, manufacturing, and designing fluid-film bearings for the power generation and industrial markets for 100 years, was struggling with an on-premise ERP solution. The system was unable to provide a 360-degree view of a customer, which was crucial for improving customer relationships and providing quick access to relevant information. The company was looking for a streamlined order processing system that could seamlessly transition from RFQ to quote to sales order. However, their on-premise ERP system required them to re-enter all of the same product information. Estimating, a critical process in Pioneer's job-shop environment, still required lots of manual processes and didn't capture historical customer information in one place. Reporting was another issue. The company realized that it would take major implementation work and disruption to their business just to keep their on-premise ERP system active.
The Solution
Pioneer decided to move their business systems to the cloud, specifically to the Salesforce Platform. They chose Rootstock Cloud ERP for its compatibility with Salesforce and its ability to support their business. Rootstock's ability to handle every manufacturing mode and operating environment, especially the needs of a job-shop, was particularly appealing to Pioneer. The company also appreciated Rootstock's ease of customization. Since implementing Rootstock Cloud ERP in 2015, Pioneer has been using many of its modules, including sales orders, sales order fulfillment, sales order invoicing, work orders, work order operations, work centers, labor booking, shop floor scheduling, purchase orders, credit memos, and inventory management. The company also uses Rootstock engineering and project control. Pioneer also built their own apps tailored to their specific needs, such as a labor booking app, a quality management app, and an estimating engine.
Operational Impact
Quantitative Benefit
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