SMB Digital Transformation
Regional Manufacturing Company
The Challenge
Manual processes and disconnected systems were limiting growth and making it impossible to scale without proportional headcount increases.
Specific Pain Points:
- Order processing required manual entry into 4 different systems
- Inventory visibility was 48+ hours delayed
- Customer inquiries took 2-3 days for accurate responses
- Finance team spent 40% of time on manual reconciliation
- Growing revenue but shrinking margins due to operational inefficiency
The Solution
Rashan Thompson delivered an end-to-end digital transformation that connected systems, automated workflows, and positioned the company for scalable growth.
Approach:
Mapped all business processes to identify automation opportunities
Implemented Salesforce as central customer and order hub
Built real-time integration with ERP and inventory systems
Automated routine workflows using Salesforce Flow
Created self-service portal for customer order tracking
Trained all 45 employees on new systems and processes
Technologies Used:
The Results
Process Automation
Of manual tasks now automated
Time Savings
Weekly hours returned to strategic work
ROI Timeline
Investment recovered in first 4 months
Order Capacity
Without adding headcount
“We thought digital transformation was something only big companies could do. Rashan showed us it was not only possible for a company our size -it was essential for our survival.”CEO
Regional Manufacturing Company
Key Takeaways
What can other organizations learn from this transformation? Here are the key insights that apply beyond this specific engagement.
SMB transformation requires right-sized solutions, not enterprise complexity
Quick wins build momentum for larger changes
Integration is often more valuable than new systems
Training investment determines adoption success
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