Anonymized case studies
These examples focus on the operational problem, the implemented approach and qualitative outcome without exposing client identities or unsupported figures.
Discuss a Similar ChallengeProcurement involved multiple approval stages, supplier quotations and manual comparison.
Implemented a workflow connecting Material Requests, Supplier Quotations, Comparison Sheets and Purchase Orders.
Quotation comparison, workflow approvals, purchase controls and procurement reporting.
Improved procurement visibility, control and traceability.
The business needed to evaluate project rates against material and labour costs before procurement.
Built BOQ and Rate Analysis functionality connected with procurement processes.
Cost components, target quantities and procurement context in a connected workflow.
Improved visibility into estimated cost and purchase quantities.
Important transactions required checking, approval and release by different responsible users.
Implemented workflow automation with role-based assignment, ToDos, comments and approval tracking.
Defined states, responsibility assignment, user actions and visible approval history.
Clearer responsibility and transaction visibility.
Business data existed in a legacy accounting and ERP database.
Mapped legacy database structures and prepared migration workflows to ERPNext.
Source assessment, master mapping, transaction planning and validation workflow.
Created a structured path for moving historical and master data into the new ERP.
