Home » Case Studies

Case Studies

Solve Identified Pain Points with Thoughtful Solutions that Minimize Manual Processes

Company X’ Pain Points

Company X, a one-stop for computers, gadgets, and recent appliances, faced the following challenges:

  • Difficulty in tracking fast-moving inventories, including their serial numbers, consequently hampers the ability to validate after-sales service request.
  • Difficulty in reconciling down-payments, partial payment and returns.
  • Independent and unreconciled books for inventory and customer and supplier ledgers against financial statements.

The OptiSys Solution

Implemented ERP system that allows concurrent users and features interconnected modules; moreover, it enhances business efficiency and collaboration:

  • Customer and supplier sudsidiary ledgers  that track payment and collections.
  • Deliveries and receipt of inventories are linked to receivables and payables respectively.
  • Inventory system that tracks serial numbers.

Track Aspects of Operation Anytime, Real-Time

Company Y’ Pain Points

Company Y, a petroleum retail with multiple branches in Southern Philippines, required an accounted and up to-datebooks to report to various corporate stockholders:

  • The petroleum retail industry, due to its hundreds of low-value transactions, requires and independent POS for each station at the front end.
  • As a result, daily transactions from each station need to be reconciled and consolidated from several financial entries into a unified General Ledger.

The OptiSys Solution

  • Built integration betwee POS (retail) to ERP to synchronize data  from multiple gasoline stations to accounting ledgers daily.
  • Implemented approval workflows within the application to enforce review and ensure the validity of transactions.
  • Financial statement are available in real-time. 

How it works?

Stage 1

Design and Development

Screenshot 2024-01-07 190916

The criss-functional team gathers input on business requirements and issues, fostering collaboration for effective resolution.

Stage 2

Design and Development

Screenshot 2024-01-07 190916

Analyze workflows, import data, configure software.

Stage 3

Testing and Deployment

Screenshot 2024-01-07 190916

Test functions, fine-tune development, and launch go-live.

Stage 4

Technical Support

Screenshot 2024-01-07 190916

The cross-functional team gathers input on business requirements and issues for resolution.