Schunk Intec (1C:CRM. Module for 1C:ERP and 1S:KA2)

2021: Implementation of the program "1C:CRM. Module for 1C:ERP and 1S:KA2 at Shunk Intek LLC

About Customer and Project

SCHUNK SE & Co. KG. in Lauffen am Neckar the German is a family company and at the same time a world-class "player." The company was founded by Friedrich Schunk in 1945 as a mechanical workshop and under the leadership of Heinz-Dieter Schunk became a world leader in capture systems and clamping technologies. 3,500 employees, 9 plants and 34 subsidiaries, as well as trade partners in more than 50 countries provide an active market presence. Russian The representative on the market is LLC "." Shunk Intek SCHUNK's customers include leading, mechanicians manufacturers, robots automation and installation equipment, as well as well-known brands and their automobile industries suppliers.

To automate its activities, Shunk Intek LLC uses the 1C: Integrated Automation configuration and an additional CRM module. The configuration contains some refinements in the Quotation document that are needed to fill in the technical parameters of the task being implemented. Over time, the company had the need to automatically set up and transfer tasks from the sales department (OP) to the technical department (TO).

In order to set and distribute project tasks to technical specialists, it was necessary to clearly see the load of each employee, know when specialists finish and are released from other projects and, if necessary, make replacements. The head of the technical department needed convenient functionality in the system in order to own and manage this information, as well as strengthen control over the implementation of work deadlines. With these and a number of other requests, Shunk Intek LLC turned to 1C-Rarus in St. Petersburg. The specialists of the two companies jointly compiled a pool of tasks and agreed on a work plan.

Automation tasks:

• automate the interaction between the OP and the maintenance, namely the distribution of tasks from the OP to the maintenance;
• monitoring of the project execution deadlines;
• monitoring of the current state of the project;
• monitoring of projects implementation, compliance with deadlines by heads of subdivisions.

Work execution process:

1. The distribution of tasks from the maintenance department to the maintenance department was carried out using business processes. It was possible to create business processes from business proposals (CBs), as well as to see the current stage of the business process, the execution history and dates directly from the CB form.
2. The business process has been described in a roadmap that reflects the steps and logic of the process. When it is started, the system automatically generates a list of tasks for each participant that he must perform. The performer of a specific stage receives a task in the AWS "My Affairs" and "My Tasks." The business process starts on the OP side, then passes to the Maintenance Manager to check technical parameters (assessment of deadlines, labor costs, etc.) and then technical specialists are appointed and the project is transferred to them for work. When you go to each next step, the responsible employee is sent a reminder to the mail and in the program.

Automation results:

1. The configured system allows you to automatically calculate the deadlines for the implementation of projects and select responsible technical specialists. At the same time, the program takes into account their current employment, weekends and vacation days, business trips, etc. If there is a need to release a specialist from another project or set a task on a day off, then the manager can do it manually. All data is displayed in the form of a Gantt chart, which allows you to clearly see the entire situation in the department as a whole.
2. The processing created allows the manager in the current mode to view and edit the load of employees for design tasks. It also allows you to see the downtime of employees and makes it possible to evenly distribute tasks.
3. The head of the commercial direction can also quickly receive data on the progress of current projects, plan new projects, thereby complying with all warranty obligations to customers.

Shunk Intek LLC is pleased with the results obtained and work with 1C-Rarus. The company plans to continue cooperation to implement the tasks of automating the commercial area of ​ ​ activity.

Functions

The following functions are automated:

• Customer Relationship Management (CRM)

Maintenance

• Monthly delivery and installation of ITS delivery set to the user's workplace is performed
• Consulting is carried out on methodological issues of working with the 1C program
• Consulting is carried out on technical issues of working with 1C software products
• A paid contract has been drawn up 1S:ITS

Works performed

The following works were performed:

• User Distance Learning
• Phase Planning, Scheduling
• Collect and analyze customer requirements for the automated system
• Creating User Rights Interfaces and Sets
• Technical implementation of specific accounting and control features in the automation system (adaptation)
• Installing Software on Customer Computers