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Case Studies

 

 

Pendragon Forms Case Study

Field Sales & Back Office Integration

 

Scenario:

Pendragon Forms and Pendragon SyncServer are part of a mobile sales software solution.

 

Case Study
Developer/Location:

GoIntegration, Inc.

Miami, FL

www.gointegration.com

a Pendragon Solution Provider

 

Before Pendragon Forms:

Field sales representatives for an East Coast jewelry manufacturer and wholesaler needed a replacement for their inefficient paper-based sales order process.  Working remotely without access to the company IT system, representatives wrote orders on paper forms that were faxed to the home office and manually keyed into the Navision ERP system.

 

Solution:

GoIntegration Inc., a Miami systems integrator was selected to create a solution that would provide a mobile order entry and sales infrastructure that was integrated with the existing back-end system.   This solution required three components:

1.   A handheld sales application that was developed using Pendragon Forms

2.   Remote TCP/IP data synchronization to a centralized database using Pendragon SyncServer software and cellular phone service

3.   A custom middleware application that would connect the sales database to the company ERP system

A suite of handheld forms was developed using Pendragon Forms and named HandApps Field Sales.  Field representatives use this software to generate quotes, orders and invoices on their handhelds.   Data is synchronized daily via cellular modem.  At headquarters, the sales data is seamlessly shared between the forms database and the accounting system via the custom middleware application.  

 

Benefits: This solution has dramatically increased order efficiency, reduced the number of errors and omissions and lowered the cost of processing orders.

 

 

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