Fortra > Case Studies > Meissner Manufacturing's Data Filtering Solution with Sequel

Meissner Manufacturing's Data Filtering Solution with Sequel

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Technology Category
  • Analytics & Modeling - Virtual & Augmented Reality Software
  • Wearables - Augmented Reality Glasses, Headsets & Controllers
Applicable Industries
  • Education
  • Finance & Insurance
Use Cases
  • Augmented Reality
  • Mixed Reality
Services
  • System Integration
  • Training
About The Customer
Meissner Manufacturing is a leading manufacturer of swimming pool and spa filter elements based in Chatsworth, CA. They produce popular and industry-standard Unicel filtration products. Terry Nielson, the Credit & Collections Manager at Meissner, has been with the company for over 20 years, managing the entire accounts receivable portfolio. This role requires him to have a comprehensive understanding of the entire credit to cash process. The company had outgrown its outdated ERP system and was in need of a more advanced and configurable business intelligence software to manage their unique payment terms and processes.
The Challenge
Meissner Manufacturing, a leading swimming pool and spa filter element manufacturer, faced a significant challenge in managing their accounts receivable (AR) portfolio. After outgrowing an outdated ERP system, they adopted HarrisData Software to manage and integrate their business functions. However, due to their industry's unique payment terms, they required a configurable business intelligence software to complement HarrisData. The software needed to enhance their ability to access data and quickly create reports tailored to their unique processes. The lack of quick access to data was slowing down Meissner’s ability to identify customers with the highest debt, overdue invoices, and other crucial information for running a successful business.
The Solution
In search of a software solution to pair with HarrisData, Meissner's VP of Administration and Credit & Collections Manager attended a Sequel presentation at the HarrisData User Conference. They were convinced that Sequel was the right fit for their needs, as it would allow their team to access key business data and create reports. The software was also intuitive enough for users without a technical background. They quickly incorporated Sequel into their AR processes, which allowed them to run account queries and pull data into personalized views, saving valuable time. The positive results were seen not just in their AR process and reporting, but across the company. Sequel was used to create over a hundred different views, aiding in the processing of reporting information and many other tasks.
Operational Impact
  • The implementation of Sequel has brought about significant operational improvements for Meissner Manufacturing. The software has enabled the company to create reports that accommodate their unique payment terms, quickly access overdue invoices, and respond to frequent credit reference requests in minutes. It has also automated the process of sending customer statements, which was previously not possible due to Meissner’s payment terms. The software has proven to be more powerful than initially thought, with the potential to do just about anything by accessing the data in their database. This has been a crucial tool for Meissner, and its importance was only fully realized after they started using it. The company continues to explore new ways to incorporate Sequel into their operations.
Quantitative Benefit
  • Saved over 100 hours of manual report-building per month
  • Created over a hundred different views using Sequel
  • Automated customer statements, enabling customers to receive monthly statements automatically

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