20% faster quote to revenue

Siloed manufacturing and product data creates business challenges

Girtz, driven by a vision to unify operations on a single platform, began a comprehensive review of internal challenges and potential solutions. Collaborating with stakeholders across engineering, sales, and finance, the company identified key inefficiencies hindering productivity and growth.

Through cross-departmental discussions, Girtz pinpointed critical areas where technology could drive improvements:

• Engineering: Inefficient change management processes were delaying product development and customer deliveries.
• Finance: Difficulty closing books on time and managing risk effectively was impacting financial accuracy and decision-making.
• Sales: Tracking accurate cost data for price quotes required time-consuming, manual processes, reducing efficiency and profitability.

Propel and Salesforce deliver product and customer intelligence

Girtz needed a unified product view across engineering, procurement, and sales, to connect manufacturing and financial reporting workflows with leads, quotes, and sales information. Connecting Rootstock ERP with Salesforce Manufacturing Cloud, Girtz created a process that could easily hand off engineering specifications to purchasing to standardize engineering part names and descriptions across business units.

Adding Propel PLM in August 2024 gave Girtz engineers the ability to view all actionable items for individual projects on a single platform. Propel enabled Girtz to retroactively identify product changes that had been made in order to limit future changes – driving greater efficiency and savings across business lines.

"Siloed data made it challenging for teams to work efficiently. Unifying on a single platform, we've achieved measurable improvements: a 50% increase in sales quoting capacity and 25% faster turnaround on engineering change orders."

^{Luke Grube, Senior Systems Administration}

Connected technology solutions drive business results

Girtz achieved the following business improvements:

Engineering:

• 25% faster change orders quote to revenue
• 20% shorter meetings
• More time available to build future products efficiently

Sales:

• 20% faster quote to revenue
• 50% increase in quoting efficiency
• 50% increase in reporting efficiency
  

Finance:

• Monthly close in 1 day vs. 5 days
• Complete corporate view to manage risk effectively

Having product data on one platform across sales, finance, and engineering has driven greater efficiency and profit across the Girtz business. The combination of Propel PLM, Rootstock ERP, and Salesforce has driven alignment across the organization, ensuring that Girtz can continue to deliver highly innovative products to its customers.

Any business can build a single-platform solution with Propel and Salesforce. Click here to learn how Savant Systems achieved 74% faster time to market with their end-to-end product thread.