Sage > Case Studies > Russell Sigler Heats Up Operations With Help From Sage ERP X3

Russell Sigler Heats Up Operations With Help From Sage ERP X3

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Company Size
1,000+
Region
  • America
Country
  • United States
Product
  • Sage ERP X3
Tech Stack
  • ERP
Implementation Scale
  • Enterprise-wide Deployment
Impact Metrics
  • Cost Savings
  • Productivity Improvements
Technology Category
  • Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Functions
  • Logistics & Transportation
  • Sales & Marketing
Use Cases
  • Inventory Management
  • Supply Chain Visibility
Services
  • System Integration
  • Training
About The Customer
Russell Sigler, Inc. is a leading wholesaler of heating and air-conditioning products. The company is headquartered in Phoenix, Arizona and operates from 35 branch locations throughout the Southwest and California. Russell Sigler, Inc. distributes the Carrier and Bryant product lines, providing contractors with all the necessary equipment, parts, and supplies for installing and maintaining quality commercial and residential air conditioning and heating systems. The company has been growing its operations and increasing its presence in the market.
The Challenge
Russell Sigler, Inc., a leading wholesaler of heating and air-conditioning products, was facing the challenge of managing its growing operations and increasing market presence. The company was undergoing a major expansion, more than doubling its revenues and employee count, and adding 25 additional locations. The company required a robust, scalable solution that could handle all aspects of its busy distribution operation, including supply chain management, forecasting tools, and point of sale functionality. The company's multi-site environment posed strategic challenges because all branches were closely intertwined from a supply and demand standpoint. The company continually transfers inventory between sites to help satisfy local customer needs, so it is common for a branch to pull inventory from another branch’s stock.
The Solution
The company implemented Sage ERP X3 in 2004, after a comprehensive selection process that included a review of J.D. Edwards and NxTrend. Sage ERP X3 delivered supply chain management, forecasting tools, and point of sale functionality based on a highly scalable and flexible platform. The software easily handled a tripling of locations and doubling of users counts without interruption. Powerful inventory management tools optimize supply chain. The company and Sage built in important business-specific functionality, including vendor claims capabilities. This integral part of Russell Sigler’s business allows the company to claim rebates for products that are sold to certain customers under certain cost/price conditions. With its flexible, robust development toolset, Sage ERP X3 readily accommodates this value-added component and eliminates time-consuming and error-prone manual claims tracking and invoicing.
Operational Impact
  • The software easily handled a tripling of locations and doubling of users counts without interruption.
  • The company successfully completed its initial implementation in just eight months, enabling it to bring its new branches online quickly and without significant business interruption.
  • The claims process now is fully automated, with complete tracking and reporting on eligible rebates.
  • Quick access to customer and product data helps drive efficiency throughout the organization. This has an especially positive impact on the company’s fast-paced counter sales and call center areas.
Quantitative Benefit
  • The company more than doubled its revenues and employee count, and added 25 additional locations.
  • With 25 percent of business activity involving claims, a significant amount of savings is realized from the automation of this functionality alone.

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