About IVM

IVM's smart supply solutions provide 24/7 instant access to essential tools, empowering employees and enhancing enterprise efficiency. Their customized vending machines, used across IT, healthcare, and manufacturing industries, reduce operational time and boost workplace efficiency by allowing quick access to items in just seconds. IVM is transforming workplaces one supply at a time.

The Challenge: Enhancing Efficiency and Clarity

1. Complexity in business processes due to Salesforce usage.
2. Need for improved clarity in customer deployments.
3. High operational expenses impacting profitability.

Objectives

1. Boost team efficiency by simplifying business processes.
2. Enhance customer deployment clarity through visual project timelines (Gantt charts).
3. Reduce operational expenses to maximize profitability.

The Korecent Solution

1.  Seamless Transition to Frappe ERPNext
2. Data Migration: Korecent ensures a smooth transition from Salesforce to Frappe ERPNext, migrating crucial data like Leads, Opportunities, and Cases seamlessly.
3. Forms Mapping & Field Mapping:  We meticulously mapped forms and fields to ensure that the transition to the new system was as intuitive and accurate as possible.
4. Custom Calculations for Kiosk Operations: Custom formula calculations were implemented to support kiosk operations, enhancing user experience and functionality.
5. Dashboard Implementation: Korecent designed and implemented tailored dashboards to provide real-time insights and data visualization, empowering decision-making.
6. Systematic Import of Visual Data: We managed the import of images into the new system, ensuring that all visual data was transferred without loss of quality or integrity.
7. Data Integrity: Maintaining data integrity is paramount throughout the process. Our strategy is custom-tailored to align with the client’s specific business needs.

1. Organizational Change Management
2. User Alignment: We ensure users are effectively aligned with the new system, enhancing existing business operations.
3. Optimized Workflows: Our approach optimizes workflows and procedures to maximize efficiency, resulting in increased operational leverage and unlocking new growth opportunities for the client.

The Achievements: Enhanced Productivity and Growth

1. Seamless Data Migration: Ensured zero data loss during the transition to Frappe ERPNext within a three-month timeframe.
2. Enhanced Business Operations: Improved workflows and procedures, maximizing efficiency.
3. Increased Productivity and Growth: Empowered the client’s organization to embrace Frappe ERPNext for enhanced productivity and growth.

Conclusion:

Korecent transitioned IVM Company from Salesforce to Frappe ERPNext, ensuring seamless data migration, precise forms mapping, and custom formula calculations for kiosks. We implemented tailored dashboards and imported visual data with integrity, optimizing workflows and enhancing customer deployment clarity. Our efforts led to improved efficiency and boosted productivity, driving growth for IVM Company.

Technologies and Tools

1. Platform: ERPNext (Open-source ERP)
2. Framework: Frappe
3. Language: Python, HTML, CSS, JavaScript
4. Industry: Services