Otterlayer
Otterlayer is a brand of specialty protective apparel for the steel industry and other companies whose employees work with extreme heat.
Business software needs:
• Price list automation to cater to different customer types (online retail, B2B, resale)
• CRM
• Order management: quoting, invoicing and note tracking
• Accept credit cards and/or extend credit terms (Net) for approved customers
• Ship with UPS
• Supply chain management – managing stock and non-stock items, automatically procuring items when needed
• Quality check at inventory receipt
• Simple online store managed from within ERP
• Financial reporting and bookkeeping
• Sales reports allowing tagging, sorting, trend analysis
Implementation project components:
• Business review to determine software suitability
• Website content creation and organization – images, text, attributes
• Analysis of processes done by Otterlayer, analysis of data that Otterlayer must organize
• Basic Website layout (using standard templates only), document setup (invoices, emails, etc)
• Third party service setup (payment processor account, shipping accounts, email service)
• System configuration/customization – US chart of accounts, product setup, common expense product setup, accounting routing, warehouse routing, payment processing with automated order propagation
• Product/component data upload and organization
• Email configuration for deliverability (for automated system emails), web address setup
• User training
Steersman on-going services used by Otterlayer:
• Business software maintenance
• Email maintenance
• On-going user training and support services
• IT consulting – email, computers, network, etc