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Project Overview

A business in the home automation sector wanted to digitize its entire workflow with a unified software platform. Their manual processes for creating quotations, tracking projects, managing AMC (Annual Maintenance Contracts), handling services, monitoring inventory, and generating financial documents were inefficient and error-prone.

We developed a comprehensive web application that streamlined quotation creation, automated project management, tracked AMC schedules, enabled service management with engineer assignment, and integrated inventory with finance operations. By consolidating these functions, the platform provided a seamless flow from quotation → project → service → billing, delivering higher efficiency, visibility, and scalability.

Question Industry Problems

Inefficient Manual Processes in Home
Automation Business

01

Quotation & Sales
Manual quotation creation was slow and error-prone and No structured way to track quotation stages, remarks, or revisions.

02

Project & AMC Tracking
Difficulty in linking quotations to projects and No proper mechanism to track AMC schedules and renewals.

03

Service Management
Engineers lacked a dedicated system to manage assigned tasks and Service requests were handled inconsistently, causing delays.

04

Inventory Control
No real-time visibility into product availability and Stock mismatches led to order fulfillment issues.

05

Finance & Documentation
Invoices, challans, credit/debit notes, and receipts were scattered and Reconciling payments and statements was complex.

06

Data & Insights
Absence of a unified dashboard restricted operational visibility and Management struggled with fragmented data for decision-making.
Bulb Our Solutions

Comprehensive Web Application for
Streamlined Operations

Quotation Management

We developed a dynamic quotation builder that allows staff to quickly generate accurate quotations by selecting products directly from the catalog. A stage tracking system ensures full visibility of revisions, remarks, and approvals.

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    Create, export, and share quotations within minutes.

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    Track quotation stages, revisions, and remarks for complete visibility.

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    Link projects with approved quotations and AMC dates.

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    Automated AMC renewal alerts to ensure compliance.

Project Lifecycle & AMC Tracking

Projects can be created directly from approved quotations or independently, with detailed timelines and scope. AMC schedules are auto-tracked with renewal reminders to avoid missed contracts and secure recurring revenue.

Service & Engineer Management

A dedicated module was introduced to handle service requests. Engineers receive tasks via a role-based panel where they can update progress, add notes, and close requests. This streamlined approach reduced delays and improved efficiency.

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    Centralized service logging tied to projects or independent requests.

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    Role-based task assignment and tracking for engineers.

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    Real-time stock visibility for accurate availability.

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    Auto-adjustment of quantities across quotations, projects, and services.

Inventory Management

We digitized inventory with real-time tracking, ensuring product stock levels were updated automatically whenever used in quotations, projects, or services. This eliminated stock mismatches and optimized reordering.

Finance & Billing

A complete financial suite was integrated to streamline billing and payments. Invoices, challans, bills, and credit/debit notes can now be generated and reconciled within the same system.

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    Unified management of invoices, challans, bills, and statements.

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    Record payments/receipts and generate reports with full traceability.

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    Consolidated reporting for quotations, projects, services, and finance.

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    Real-time insights to identify trends and optimize operations.

Dashboard & Analytics

We built a centralized dashboard with real-time analytics across all modules, giving managers insights into operations, revenues, and service performance. Exportable reports provided data-driven decision-making.

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Impact

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    Faster Operations : Quotations, projects, and invoices now created in minutes instead of hours.

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    Seamless Workflow: A connected chain from quotation → project → service → billing.

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    Improved AMC Compliance: Automated reminders and scheduling ensured timely renewals.

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    Accurate Inventory: Live stock tracking reduced shortages and overstock issues.

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    Financial Transparency: Consolidated records improved cash flow and reconciliation.

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    Efficient Service Delivery: Engineers managed tasks via dedicated panels, speeding up resolutions.

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    Scalable Digital Foundation: Built a robust, future-ready platform that can grow with business needs.

FAQ

FAQs

The client’s manual processes created inefficiencies in dealer management, credit tracking, and stock accuracy. A custom ERP was essential to centralize operations, reduce errors, and improve order visibility across the supply chain.

The ERP included dealer & distributor management, automated order workflows, a rack-and-box inventory module, role-based apps, credit and sales tracking, and an analytics dashboard for data-driven decisions.

Order automation reduced processing time, improved transparency, and ensured faster fulfillment. Real-time stock tracking minimized understock/overstock issues, enhancing accuracy and efficiency.

The system was built using .NET, Flutter, AWS, PostgreSQL, and AngularJS, ensuring scalability, cross-platform accessibility, and secure cloud-based operations.

The ERP reduced manual errors, improved stock accuracy, enabled faster order processing, enhanced financial control, and provided actionable insights. It also built a scalable digital foundation for future growth in the leather industry.
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