Heating, Ventilation & Air Conditioning Equipment
Sales Order Processing
provides HVAC Equipment to the building trade, especially large
facilities. It must respond quickly and accurately to its customer
base, especially when it comes to supporting its contractors
in making competitive bids when things get hot and heavy in
the final hour before a bid is due. There was a need to manage
projects carefully to optimize profitability and cash flow,
and to track complex commission transactions, both with the
company for whom Yankee acts as agent and among the various
companies internal to the Yankee group.
The equipment selection process is highly complex and very demanding,
in that a wide variety of equipment is available to address
given requirements; various equipment selection computer programs
-- some provided by the manufacturers -- had to be combined
and integrated into the main systems to streamline operations.
Software not only provided excellent software to meet all the
needs, complete with windows-based graphical user interface,
but also orchestrated all the many components -- applications
running on a main UNIX box, applications running on PC's, fax
subsystems, applications communicating with suppliers' systems
via EDI, access for staff from home via modem, etc. -- into
a fully-integrated enterprise-wide whole, with data being dynamically
shared among the applications on the various machines.
have enthusiastically embraced the new system. It has allowed
them to be more prepared and therefore respond more quickly
in bidding situations, with a better grasp on profitability
so that there are no surprises after a bid is won. It has allowed
them to be more efficient and more effective in managing projects.
The fully integrated nature of the system led to greater accuracy,
savings in time, and, most important, the easy and quick availability
of information to the people who need it when they need it.
Updated: March 24, 2017