“We would have never been able to get some of the functionality from our system fully operational without Barry's hands on efforts." Many of the original implementation issues were resolved by Barry through his efforts to establish how we use of the system, our operating procedures as well as preparing operating manuals specific to our use.”
—Auburn Mechanical
Auburn, WA
 

Case Study Company C:
Auburn Mechanical

Company Profile

Company C has been a family-owned mechanical contractor since 1975. They design, install, and service performance driven mechanical systems. Projects include new construction or replacement of existing mechanical systems on smaller units to multi-floor high rise buildings. In addition, Company C provides ongoing service and preventative maintenance through their rapidly growing service division that handles both plumbing and mechanical systems repair and maintenance work.

Annual Revenues: Available upon request
Employees: Available upon request
Locations: Available upon request

Situation

Company C purchased and installed a Service and Construction ERP systems in May 2006. The implementation was planned and executed by a software services company that specialized in the specific software that Company C had purchased. The implementation was poorly planned and completed by that software services company leaving Company C with a system that by late 2006 was not providing Company C with dependable operating or financial information. The way that it had been installed by the consulting representatives from the software company, was affecting the way Company C ran their normal business operations and was delaying the production of timely financial information. The VP of Company C was in the process of purchasing the business from the current ownership. Company C contacted Barry MacKechnie for advice on what could be done to stabilize the ERP system as well as how to deploy the system's capabilities in the best manner that would provide Company C the scalability that their rapidly growing business required.

In addition, Company C asked Barry MacKechnie to assist them in establishing a new banking relationship that included more favorable terms, operating conditions and a larger, more structured line of credit to handle the growing financial needs of Company C. Barry MacKechnie also created a 12 month rolling cash flow projection and financial projection tool that enabled Company C to predict their cash flow requirements months in advance.

Solution

MacKechnie is currently working with the financial services staff of Company C to first understand how the system had been set up and then what could be done to improve the set up so that Company C could produce reliable and timely financial and operating reports. MacKechnie is working with the team at Company C to determine what system processes and business processes need to be revised and implemented. MacKechnie is creating operating guides and training the key financial services and operations staff on how to use and deploy the system effectively. During this process of stabilizing current system operations MacKechnie is working with the financial services team to evaluate the cost/benefit of the new ERP system. The outcome of this analysis is to determine whether or the ERP system is a cost effective solution for Company C.

In addition, MacKechnie worked with Company C to interview and accept proposals from several commercial banks. Through these efforts Company C was able to establish a new banking relationship and to negotiate banking lines with lower interest charges, lower fees and no personal guarantees.

Client Comments

“We would have never been able to get some of the functionality from our system fully operational without Barry's hands on efforts." Many of the original implementation issues were resolved by Barry through his efforts to establish how we use of the system, our operating procedures as well as preparing operating manuals specific to our use.”