Transforming Business Operations: A Case Study on Simple Solutions and SweetProcess
Technology Category
- Functional Applications - Inventory Management Systems
- Functional Applications - Warehouse Management Systems (WMS)
Applicable Industries
- Equipment & Machinery
- Retail
Applicable Functions
- Quality Assurance
- Sales & Marketing
Use Cases
- Inventory Management
- Time Sensitive Networking
Services
- Testing & Certification
- Training
About The Customer
Simple Solutions is a B2B consulting company based in Colombia, with a team of 13 employees. The company assists clients in the manufacturing, retail, and distribution sectors, helping them improve their planning and scheduling processes in production and inventory management. The company has clients in Paraguay and Ecuador and aims to expand its operations to El Salvador and beyond. Alejandro Céspedes, the CEO of Simple Solutions, oversees marketing, sales, and administrative tasks within the company.
The Challenge
Simple Solutions, a B2B consulting company based in Colombia, was facing significant operational challenges due to the lack of standardized procedures and documentation. The company, which specializes in improving planning and scheduling processes for clients in manufacturing, retail, and distribution, was struggling with inefficiencies and repeated mistakes. The absence of a unified approach to task management led to inconsistencies in work, with employees often having to redo tasks due to errors. The CEO, Alejandro Céspedes, found himself constantly addressing the same queries from his assistant, who despite his guidance, kept making mistakes. The lack of established systems also affected the sales funnel, with Céspedes making errors in sales proposals due to the need for customization. The company was using a mix of tools like Basecamp and Trello for project documentation and organization, but these were not sufficient for process documentation. The lack of standardized procedures was also affecting the quality of service to clients, with different team members providing different answers.
The Solution
Recognizing the need for a more robust and unified system, Simple Solutions began exploring various tools for process documentation. After evaluating several options based on criteria such as ease of use, sharing, editing, and customization, they chose SweetProcess. Despite initial resistance from the team due to their individual work methods, Céspedes was able to get buy-in and began the process of standardizing procedures. SweetProcess was used to create user manuals for clients, helping them manage their inventory more effectively. Internally, the tool was used for a wide range of processes, including software, sales, proposals, accounting, and server creation. Céspedes also used SweetProcess for his workshops, setting up procedures for preparation and execution. The tool was also used for managing the accounting side of the business, with recurring tasks set up to remind Céspedes of tax due dates.
Operational Impact
Quantitative Benefit
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