CASE STUDY BY QUALIX SOLUTIONS
Introduction to Procure Builder CRM
Procure Builder CRM is designed specifically for managing construction projects, with a focus on material management. This powerful tool allows Procure Builder Company to track all open and closed projects, monitor project profitability, and manage inventory for each project in real-time. The CRM is utilized by upper management, engineers, superintendents, and field crafts, providing a centralized hub for project and material tracking across the organization.
The Challenges Procure Builder Faced
- Procure Builder was using Microsoft Excel to manage all its data, making it difficult to manage large datasets and increasing the margin of error.
- The company’s workflow was highly complex. Competitors offered project management-focused CRMs, but Procure Builder required a CRM that could also focus on material management and inventory.
- The company wanted a unified platform to manage all projects and related tasks, including overdue and upcoming deadlines.
- Tracking inventory for each project, including how much material was used and what was left, was critical but difficult to manage manually.
- The company needed a system to generate purchase orders (POs) for projects, as well as track material transfers and usage.
Understanding the Requirements
Procure Builder initially provided their ideas and requirements in Excel sheets and shared the general flow of their desired Purchase Order Module. From this starting point, we conducted in-depth research and analysis to design a system tailored to their needs.
Competitive Research
After gathering initial requirements, we conducted competitive research to understand the landscape. We identified three major competitors in the field of construction project management software:
- Buildertrend
- Procore
- CoConstruct
Our goal was to surpass the functionality offered by these competitors, particularly in the area of material management.
Wireframe Creation
Our user experience designers crafted mid-fidelity wireframes, focusing on clarity and functionality. These wireframes laid out each screen and option in detail. We presented them to Procure Builder, gathered feedback, and made necessary adjustments.
Designing the First Look and Feel
After conducting visual research, our UI designers created multiple variations of the home screen for Procure Builder CRM. The client selected Option 2, which became the foundation for the rest of the project’s design.
High-Fidelity Design Creation in Figma
Once the home screen design was approved, we proceeded with designing the entire CRM, using the wireframes as a guide. The final high-fidelity design in Figma perfectly aligned with Procure Builder’s vision, ensuring a seamless user experience.
The Solution We Delivered
A Complete CRM Solution
We developed a robust CRM that not only handles project management but also offers a sophisticated material management system. Procure Builder CRM provides comprehensive oversight of all materials and other key aspects of the construction business.
Comprehensive Home Page
The home page offers users a bird’s-eye view of all pending tasks, overdue items, and upcoming deadlines. Users can prioritize tasks and track materials that are being purchased, added to inventory, or used in various projects. This efficient layout enables users to stay on top of critical tasks while keeping track of material flow.
Inventory Management
Procure Builder CRM allows users to manage inventories effortlessly. Users can track material usage, monitor stock levels, and identify which materials need to be reordered. Materials are easy to find within the system, with location-based tracking that helps users pinpoint where specific items are stored.
Creation of Purchase Orders
The system allows admins and upper management to track all purchase orders generated for projects. Higher management can easily approve or reject purchase orders, ensuring tight control over material procurement. The system significantly reduces the likelihood of errors, as all POs must go through an approval process before orders are placed.
Material Transfers
Whenever materials are transferred or used, the system automatically logs this information, eliminating the need for manual tracking. Users can generate material transfer forms with ease, and the system ensures accurate and real-time tracking of material movements, reducing errors to zero. This frees up employees to focus on their primary tasks rather than worrying about small but critical material details.
Conclusion: Streamlining Construction Project Management with Procure Builder CRM
By transitioning from cumbersome Excel sheets to a fully functional, cloud-based CRM, Procure Builder revolutionized its project and material management processes. The custom-built Procure Builder CRM provided the perfect solution by combining both project management and material tracking in a single platform. With real-time inventory management, automated purchase order approvals, and comprehensive task management, the CRM has become a critical tool for the company’s success.
The end result is a highly efficient system that reduces human error, streamlines processes, and empowers the entire team—from upper management to field staff—to work more effectively. By centralizing and automating their workflows, Procure Builder is now equipped to handle projects with greater precision, ensuring profitability and operational efficiency.
