Summit Imaging - Removing Obstacles to Growth with Rootstock and Salesforce
Customer Company Size
SME
Region
- America
Country
- United States
Product
- Rootstock Cloud ERP
- Salesforce Platform
- FinancialForce
Tech Stack
- Cloud ERP
- CRM
- Accounting Software
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Productivity Improvements
- Cost Savings
Technology Category
- Platform as a Service (PaaS) - Application Development Platforms
- Application Infrastructure & Middleware - API Integration & Management
Applicable Industries
- Healthcare & Hospitals
Applicable Functions
- Maintenance
Use Cases
- Inventory Management
- Predictive Maintenance
Services
- System Integration
- Software Design & Engineering Services
About The Customer
Summit Imaging is a company that specializes in the repair of ultrasound and mammography equipment. They serve healthcare facilities that demand their high-quality products and services. The company was facing growing pains in 2015 due to increased demand. Their operations were hampered by the use of manual processes to enter data into three separate systems. These systems did not communicate with each other, leading to inefficiencies and a lack of real-time visibility into critical information. The company needed instant repair information to refine its operations and serve its customers better. The lack of access to critical data from a mobile device was also a significant challenge for the company.
The Challenge
In 2015, Summit Imaging was encountering growing pains from increased demand from healthcare facilities seeking their high-quality products and services. They had been using manual processes to enter data into three disparate systems, and this solution was not providing the instant information that was needed to continue to serve their customers. The company, which repairs ultrasound and mammography equipment, found that their old way of doing things was preventing growth. Everything was done by paper or with redundant data entry. Reporting was frequently completed a month after the transactions closed. Their three separate systems didn’t communicate with each other. They had no access to critical data from a mobile device. But perhaps most frustrating of all was the fact that as a repair company, they needed instant repair information to refine operations.
The Solution
Summit Imaging decided to modernize with Rootstock Cloud ERP on the Salesforce Platform. They targeted vendors whose ERP software could integrate with the Salesforce Platform. Their exhaustive research led them to Rootstock. Rootstock Cloud ERP software integrates seamlessly with Salesforce, and it is flexible enough to apply manufacturing functions to Summit’s repair operations. With FinancialForce to handle their accounting, the ability of Rootstock to integrate with that software on Salesforce added to the overall solution. Additional flexibility was built into Rootstock’s Configurator, which helps firms create accurate and immediate estimates for different product designs. After a challenging process of customization, Summit Imaging is now able to use the Configurator for all transducers. Once the implementation of Rootstock Cloud ERP was completed, Summit Imaging said goodbye to the problem of three disparate systems. They replaced all the inefficient manual processes with automation.
Operational Impact
Quantitative Benefit
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