Succeed with Rootstock - Pro-Tech Replaces Spreadsheets and Old Software with Rootstock
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Pro-Tech replaced their use of spreadsheets and outdated software systems with the Rootstock ERP system. Chris Muto from Pro-Tech and David Bush from Rootstock discussed Pro-Tech's implementation of Rootstock. Pro-Tech saw benefits from having an integrated enterprise solution with Rootstock such as improved inventory accuracy, easier production management, and faster month-end closes. Pro-Tech also learned they had more inaccurate information in their prior systems than realized. David Bush then demonstrated Rootstock's sales quoting, ordering, and production management screens.
Succeed with Rootstock - Pro-Tech Replaces Spreadsheets and Old Software with Rootstock
- 1. “Succeed with Rootstock” Session 1 Pro-Tech Replaces Spreadsheets and Old Software with Rootstock • Chris Muto Sales Operations Manager, Pro-Tech • David Bush Senior Manufacturing Consultant, Rootstock Software
- 3. “Discover Rootstock ERP” and “Succeed with Rootstock” Date Topic July 18, 2017 Succeed with Rootstock: Pro-Tech Replaces Spreadsheets and Old Software with Rootstock August 15, 2017 Discover Rootstock ERP: Top 5 Inventory Mistakes and How to Avoid Them September 12, 2017 Discover Rootstock ERP October 10, 2017 Succeed with Rootstock November 14, 2017 Discover Rootstock ERP December 12, 2017 Discover Rootstock ERP
- 4. Meet Our Speakers Chris Muto Sales Operations Manager Pro-Tech • 10 years with Pro-Tech managing both Sales and Operations • Previously with Light Fabrications, a tier 1 automotive supplier • B.S., Business Administration, Florida State University, 2004
- 5. Meet Our Speakers David Bush Senior Manufacturing Consultant, Rootstock Software • 30+ years of manufacturing and MRP/ERP systems experience • Previously at General Microcircuits, Consona Corporation, Relevant Business Systems, Inc.
- 6. Today’s Agenda • Pro-Tech’s journey from disparate systems to integrated enterprise solution: – Life before Rootstock – Implementation – Benefits and ROI – Lessons Learned – What’s Next? • The Rootstock modules that fuel Pro-Tech’s Success • Q&A
- 7. About Pro-Tech • North America's largest manufacturer of containment and multi-use snow plows • Over 65 models across Pro-Tech's Sno Pusher, Turf Pusher, and additional product lines • Variety of attachments to tackle many different surface conditions and applications • Thousands of companies across North America choose Pro-Tech Sno Pushers • Learn more: https://snopusher.com/
- 8. Life Before Rootstock • Spreadsheets, spreadsheets, & more spreadsheets! • Outdated software • Disconnected systems • Remote desktop issues • Time consuming work arounds • Heavy ‘manual’ intervention
- 9. Selection and Implementation Journey • Research and selection • Business process mapping • As few changes to existing business process as possible • Speaking ERP language • Training and working with Rootstock Implementation Consultant • Data loading, testing, go-live
- 10. Benefits and ROI • ROI: 41%, Payback: 2.6 years, AVG annual benefit: $120K • One connected system • Easy BOM and routing management • Accurate inventory • Better shop floor management • Accurate and quick customer service • Easy month end close • Able to do more with less employees • Stronger procedures & business processes
- 11. Lessons Learned • Had more inaccurate info than we thought • Rogue shop floor production • Internally selling a new system
- 12. What’s Next? • Barcode scanners on shop floor • A few more apps from AppExchange • More automation David Bush will now talk more about Rootstock and show some of the Rootstock screens we regularly use.
- 13. Why Rootstock? • Rootstock and Salesforce quotes, orders and production are all on the Salesforce platform and talk to each other • Sales people can see what is going on with inventory and production, allowing them to make sales promises they can actually keep • Sales can determine the best pricing for a product because all of the information they need to make a price quote is now at their finger tips • Salesforce sales order automatically flows to Rootstock ERP… no chance of error Let me show you how Rootstock does it.
- 14. Product Screen shot – Sales Quotes Let’s look at some of the tab information.
- 15. Product Screen Shot – Sales Orders
- 16. Product Screen Shot- Production
- 17. Where Do We Go From Here? • We have now covered: – The many benefits of going from unlinked spreadsheets and outdated software to an integrated enterprise system with best-of-breed software solutions • In our next “Discover Rootstock ERP” webinar we’ll discuss… – “Top 5 Inventory Mistakes and How to Avoid Them” Now let’s go back to our moderator, David Cosgrove…
- 19. “Discover Rootstock ERP” and “Succeed with Rootstock” Date Topic August 15, 2017 Discover Rootstock ERP: Top 5 Inventory Mistakes and How to Avoid Them September 12, 2017 Discover Rootstock ERP October 10, 2017 Succeed with Rootstock November 14, 2017 Discover Rootstock ERP December 12, 2017 Discover Rootstock ERP
Editor's Notes
- #3: INTRO SCRIPT: Good Morning and Afternoon everyone, and welcome to today's webinar sponsored by Rootstock Software. We are pleased to introduce our new webinar series “Discover Rootstock ERP” that focuses on common manufacturing business pains and how to solve them. From time to time, a Rootstock customer will be invited to tell their story. Webinars that feature one of our customers will be called “Succeed with Rootstock”. Webinars are 30-45 minutes will be held monthly starting today through the end of 2017. This is the first webinar in our new series. Our topic today is “Succeed with Rootstock - Pro-Tech Replaces Spreadsheets and Old Software with Rootstock”. Moving on to some housekeeping. Before we get started, I’d like to go over a few items so you know how to participate in today’s event. We've taken a screen shot of an example of the Attendee interface. You should see something that looks like this on your own computer desktop in the upper-right corner. You’re listening-in using your computer's speaker system by default. If you prefer to join over the phone, just select “Telephone” in the Audio pane and the dial-in information will be displayed. All attendees will be on mute throughout the presentation. You’ll have the opportunity to submit text questions to today’s presenter by typing your questions into the Questions pane of the control panel. You may send in your questions at any time during the presentation; we will collect these and address them during the Q&A session at the end of today’s presentation.
- #4: Now we’ll take a look at our upcoming schedule. Today we will be covering “Succeed with Rootstock - Pro-Tech Replaces Spreadsheets and Old Software with Rootstock”. Our next Discover Rootstock ERP webinar is scheduled for August 15, 2017 and will cover the topic: “Discover Rootstock ERP: Top 5 Inventory Mistakes and How to Avoid Them ”. I encourage you to follow Rootstock Software on LinkedIn, Twitter, Facebook, Google Plus and more for the latest and most important information about Cloud ERP. Follow Rootstock Software on social media!
- #5: ABOUT PRESENTER : I would now like to introduce our feature Presenter, Chris Muto, Senior Operations Manager at Pro-Tech. - Chris Muto has been with Pro-Tech for 10 years managing both Sales and Operations. - He was previously with Light Fabrications. - Chris has a B. S. in Business Administration from Florida State University.
- #6: ABOUT PRESENTER : I would now like to introduce our other Presenter, David Bush, Senior Manufacturing Consultant at Rootstock Software. - David Bush has 30+ years of manufacturing and MRP/ERP systems experience. - David was previously at General Microcircuits, Consona Corporation, and Relevant Business Systems.
- #7: Today’s webcast will show you firsthand how Pro-Tech went from too many manual spreadsheets to Rootstock Cloud ERP. Chris Moto of Pro-Tech will share what life was like before Rootstock, the implementation process, benefits and ROI, lessons learned and gotch ya’s and finally Pro-Techs future plans David Bush will walk you through some of the Rootstock module’s that contributed to Pro-Tech’s success. We will wrap up with a Q&A session. Please type your questions into the console anytime during the presentation It is finally time for Chris to share his journey. Chris, take it away……..
- #19: Q&A SCRIPT: Thank you Chris and David, that was impressive! Before we go to your questions, just a quick reminder this webinar will be posted on our website at www.rootstock.com. And of course after the webinar if you have any further inquiries, please email us at marketing@rootstock.com. We’ll now answer questions submitted during today’s presentation as well as take any new questions – And just a reminder, you can still submit questions through the Questions pane in your attendee control panel. Our first question today is….. 1. With so many software choices on the market, why did you choose Rootstock? 2. Our company uses spreadsheets for everything and believes “if it is not broken…why fix it.” How can I change this thinking?
- #20: Before we end today’s webinar, I’d like to present a brief look ahead at the upcoming topics in our new “Discover Rootstock ERP webinar series. Our next Discover Rootstock ERP webinar is scheduled for August 15, 2017 and will cover the topic: “Discover Rootstock ERP: Top 5 Inventory Mistakes and How to Avoid Them ”. I encourage you to follow Rootstock Software on LinkedIn, Twitter, Facebook, Google Plus and more for the latest and most important information about Cloud ERP. Follow Rootstock Software on social media! Thank you for joining us today. We look forward to seeing you at our next webinar on August 15. Today’s webinar is now over.