For years, ProMRO has been a significant game changer for our customers running their maintenance, repair and overhaul (MRO) operations. It's a complete, modern and fully integrated MRO ERP software solution. We are excited to report to our Microsoft community that ProMRO is now available for Dynamics 365 Finance and Supply Chain Management (Dynamics 365) customers. Now Dynamics 365 MRO industry customers with operations like heavy equipment, aviation and other similar MRO and repair shops can take advantage of the powerful benefits of ProMRO. Learn how ProMRO helps you streamline your operations across multiple departments with robust features and capabilities for sales, shop floor, inventory controls and finance to help improve efficiency, productivity, standardization, cost savings and predictability with ProMRO and Dynamics 365.
The real value of ProMRO is that your routine Sales, Operations, Production and Finance processes are linked from start to finish. More details are available in our ProMRO and D365F/O PDF Factsheet. Here are 5 ProMRO benefits that make it an ideal solution for growing mid-market and enterprise MRO companies. ProMRO works with the inherent Dynamics 365 functionality and pairs it with MRO ERP software designed specifically for MRO's unique requirements. This combination allows MRO companies to utilize the robust supply chain inventory management functionality, project tracking and traceability, global financials and manufacturing all included in the Dynamics 365 Finance and Supply Chain ERP solution.
1. Boost Sales Productivity
ProMRO empowers you to efficiently move from the quote through sales to post-sales support. All activities are visible to your sales, customer service and shop floor teams. Your contacts, communications, and activities are conveniently accessible within the system. Your team can have a clear view of all activities with a customer and/or prospect through the lifecycle of the sale including shop quotes and approvals. Your customer service team will find the 360-degree view of the customer (including their job and equipment history) especially helpful for pre and post-sales support. The ProMRO Sales Operations benefits include:
Full Account, Contact and Quote Management
Quote workflow streamlines estimate requests from any department that provides input or approvals
Improve accuracy and quote speed
Track, inquire, and view customers’ equipment history as well as record user-defined engineering values
Satisfy every customer quote format with easy editing for simple and complex jobs
Templates to include the services you offer
Approval-controlled templates can be comprised of unlimited labor and parts
Quick functionality to process parts-only sales
Easy transformation of estimates to sales for small jobs
Complete pick/pack/ship workflow to fulfill orders and track back orders
Integrated Document Management
KPI, Reporting and Dashboards
2. Improve Operational Efficiency
Once a quote is transformed into a project in ProMRO, you get unparalleled transparency to both the shop floor and the customer. ProMRO includes defined Service Profiles so your time estimates, labor types, material estimates and miscellaneous expenses are already planned out. The shop floor will know what was sold and what services need to be accomplished by having clearly defined tasks (task cards for aviation) to be followed within a project to monitor the budget in real time. You will be able to easily identify whether a task was started, how long was spent on it, who charged the time, and when.
Service Profiles functionality includes the following benefits:
Templates to standardize how you quote work
Services can be priced at standard or customer-specific rates
Accurate costs of Services allow you to profitably price your work
Prospect-friendly quote language can be added to each service
Activities can include labor, materials, and miscellaneous expenses
All required tasks, time estimates, and actuals are clearly visible
Dashboards help monitor your profitability by service type, equipment type, make and model
Dashboards help identify problems quickly to help prevent any costly end-of-job surprises
Track services and profits in real-time
3. Powerful Inventory Control
ProMRO gives you full control to meet a variety of circumstances for you and the customer with the following benefits:
Inventory tracking with full traceability for serialized and batch-control inventory
Inventory tracking for multiple warehouses, types of warehouses and even customer or subcontractor locations
Avoid inventory obsolescence by defining the date controlled (log expiration dates)
Reporting to show inventory aging reports and other reports to show locations, quantities, values and more
If your business includes discrete, process, lean and mix-mode manufacturing, ProMRO is fully integrated with the Dynamics 365 Finance and Supply Chain Production control module with cost accumulated under the main project/work order. Having production management within your ERP also allows for the support of multiple lines of business which is important for the enterprise customer. Multiple companies, currencies, and lines of business are all available with Dynamics 365 and ProMRO.
Bills of Materials and Routers
Purchase and production orders linked to the job for tracking, costing and profitability calculations
Replenishments are automatically calculated through Material Requirements Planning (MRP) to schedule purchase and production orders
5. Integrated Finance
Since ProMRO gives you the ability to control how the invoice was created, you can keep track of the funds needed behind the scenes for invoicing services. ProMRO helps you streamline your accounting with:
Invoice language can be taken from quote language for consistency
Details or rules-based invoicing
Customizable and customer-specific invoice formats for professional invoicing
Additional charges are clearly displayed, as appropriate
Here are two notable success stories are the following among others.
Sulzer - “After our successful Houston implementation of Dynamics AX, Sulzer has since utilized Clients First for our other service facilities in the United Kingdom, Argentina, Australia, Indonesia and The Netherlands.” - Glenn Doerksen VP of Operations – Sulzer
(Update: Clients First is in the process of upgrading Sulzer’s rotating equipment division with Dynamics 365 Finance and Supply Chain. The kernel has been completed in the Houston location and we are currently rolling out ProMRO to other locations across the globe.)
RAM Aircraft Corporation - “Our customers are the airplanes. With Dynamics MRO’s serial number tracking software, each aircraft’s serial number is tracked through the system. This is extremely important to aircraft owners. I have and will continue to recommend Dynamics ProMRO powered by AX. We found it very easy to use and customize to our needs. We’re extremely happy with the 24/7 support, remote assistance and the fair price we received from Clients First Business Solutions” - Brian Adamik, CEO, RAM Aircraft Corporation
Rely on a Microsoft and MRO ERP Expert
Clients First consultants have direct experience in the industries we support. The Clients First Texas office is known for its vertical expertise in manufacturing, job shops, maintenance, repair, and overhaul - MRO ERP software for aviation or heavy equipment organizations. We have customers in other industries, too, including make-to-order/engineering job shops, project manufacturing, field services, and wholesale distribution.
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