Read the Bound Tree Medical Success Story - Socius

“We trust Socius, They have vastknowledge about the productand related technology, plusthey bring an objective view andreal-world experience to eachsituation. Thanks to Socius,we have a stable, efficientsolution that can grow with thecompany.”Integration with the company’s Web storeallows customers to see their contractpricing online and place orders that aresent automatically to the Dynamics GPsoftware solution.“Socius has a formal methodology andapproach to this kind of project, and thathelped ensure it stayed on track,” Greenesays. “It was challenging, we had lots ofcustomization, yet Socius worked closelyand delivered on their commitments.”Saves 50 Labor Hours Each WeekStreamlining warehouse operations wasa driving factor behind the softwareimplementation and the company hasachieved that goal. “The business logicand automation we’ve put into place issaving us about 50 labor hours everyweek,” says Greene.representatives. From the BusinessPortal, the representatives can accessup-to-date customer, item, and vendorinformation. Bound Tree Medical alsouses the portal to post news, companyschedules, and the representatives’commissions. “We’ve gotten greatresponse from our reps regarding theportal,” Greene says. “They recognizethe benefits of having anytime, anywhereaccess to the data they need to do theirjobs.”Business IntelligenceAccess to business intelligence is anotherarea where Socius has delivered gains forBound Tree Medical. The generation anddelivery of reports has been standardizedusing SQL views and queries, Crystal®Reports, FRX for financial reports, andMicrosoft Office SharePoint.Among the automated processessaving Bound Tree Medical time is anightly routine that scans open ordersto determine which warehouse locationcan most quickly and most completelyfill each order. A complex set of businessrules considers proximity to the customer,freight costs, quantity on hand, aproduct’s reorder status, and whetheran order can be shipped complete.“We want to get our products into ourcustomers’ hands as quickly and asefficiently as possible,” explains Greene.“The software reduces the opportunityfor human error and performs thesecalculations much faster than a personcould.”Business Portal Accessible AnywhereSocius helped to implement BusinessPortal for Dynamics GP to provide anemployee-focused portal accessible byBound Tree Medical’s 50 remote salesGreene says that the ready access todata, such as a new Daily ManagementReport, gives management a snapshot ofthe health of the organization. The reportincludes sales by representative and byregion, open order data, the AccountsReceivable and Accounts Payablebalances, and inventory status. “We’vemade huge strides in our reporting,” saysGreene.“We trust Socius,” Greene concludes.“They have vast knowledge about theproduct and related technology, plusthey bring an objective view and realworldexperience to each situation.Thanks to Socius, we have a stable,efficient solution that can grow with thecompany.”Columbus7003 Post Road, Suite 300Dublin, OH 43016800.589.6614www.socius1.comCincinnati3805 Edwards Road, Suite 420Cincinnati, OH 45209Cleveland6800 W. Snowville Rd., Suite 200Brecksville, OH 44141© 2008 Socius. Microsoft, Microsoft Dynamics and Windows are either registered trademarks or trademarks of Microsoft Corporation in the UnitedStates and/or other countries. The names of actual companies and products mentioned herein may be the trademarks of their respective owners. Allrights reserved.