AC Valve Alliance Multi-Company ERP Video Case Study 

See how AC Valve Alliance, a UK group of seven valve and automation companies, uses WinMan ERP to run distribution and full-scale manufacturing businesses on one connected system, with inter-company orders raised automatically instead of by hand. 


In this video, co-founder Nick Flint and ERP project manager Clive Gamble explain how WinMan replaced seven separate Sage systems that could not talk to each other, and what changed once quotes, orders, CRM, bills of materials and traceability sat in one place. 

Key results from the AC Valve Alliance video case study

  • Replaced seven separate Sage implementations that did not communicate with each other with one connected WinMan system.
  • Cut out triple handling: a single order previously meant three times the work across the old systems.
  • An order placed on one company's system now automatically triggers the purchase order and the sales order acknowledgement on the other system.
  • Runs the full range of the group in one system, from simple distribution through to full-scale manufacturing, covering units with thousands of components down to valves with 50 or 60.
  • Tracks sales and quotes across all seven businesses in one place.
  • Gained a CRM system the group never had before.
  • Correctly structured bills of materials in the manufacturing plant now show exactly what to buy and what to manufacture.
  • Getting batch numbers on components for the first time, with certification being added to the system for full traceability.
  • Everything from quotation to final invoice is visible to everyone.
  • Real-time data replaced waiting months to consolidate figures, changing how sales meetings are run.
  • Automating administration lets technical staff focus on engineering rather than paperwork.

 Multi-company ERP and inter-company trading FAQs 

How does ERP help a valve supplier that both distributes and manufactures?
 One ERP system holds stocked distribution lines and made-to-order manufacturing in the same database, so stock, quotes, orders and production follow the same processes. AC Valve Alliance covers that full range in WinMan, from simple distribution through to full-scale manufacturing, building units with thousands of components as well as valves with 50 or 60. WinMan also gave the manufacturing plant correctly structured bills of materials that show exactly what to buy and what to make. 
How does WinMan ERP handle inter-company trading between companies in a group?
WinMan links the companies in a group so a document raised in one company creates the matching document in another without anyone re-keying it. At AC Valve Alliance, an order placed on one system automatically triggers the purchase order and the sales order acknowledgement on the other system, removing what used to be triple the work for a single order. 
What are the benefits of moving a group of companies onto one ERP system?
Group-wide reporting, less duplicated administration and one view of customers, stock and orders. AC Valve Alliance previously ran seven separate Sage implementations that did not communicate with each other. The group now tracks sales and quotes across all seven businesses in one place, has a CRM system it never had before, and works from real-time data instead of waiting months to consolidate figures. 
Can WinMan ERP manage several companies in one system?
 Yes. WinMan supports multiple companies in one ERP system, with automated inter-company documents, shared customer and stock data and reporting across the whole group. AC Valve Alliance uses it across seven businesses that range from distribution to manufacturing. A WinMan demo will show how the same setup would work for your group. 

 

Read the transcript from the AC Valve Alliance video case study, covering multi-company operations, inter-company trading, bills of materials, batch traceability and real-time reporting with WinMan ERP

View full video transcript

00:00:04 - 00:00:23 "We've developed over this 25-year period really strongly in terms of our sales performance and our growth. One of the things that hadn't developed at the same pace was our internal ERP system."

00:00:24 - 00:00:43 "When we started looking at it, we realised we needed to take some quite big steps forward. The inter-trading within the organisation had created a massive amount of internal administration and it became a bit of a monster."

00:00:44 - 00:01:05 "AC Valve Alliance is a group of seven companies. We range from very simple distribution right the way through to full-scale manufacturing. We build units with thousands of components in them right the way through to simple valves with maybe 50 or 60."

00:01:06 - 00:01:25 "WinMan is exceptionally good for the manufacturing side, but it's also worked out perfectly for the distribution side as well. Our previous Sage system was seven separate implementations that didn't communicate with each other."

00:01:26 - 00:01:51 "This meant effectively we had to do triple the amount of work for one order. WinMan enables us to work on a seamless inter-company basis. An order placed on one system automatically triggers the purchase order and the sales order acknowledgement on the other system. It's completely streamlined our internal processes."

00:01:52 - 00:02:18 "We are a technical organisation and we want our people to be focused on that technical side. The automation of these administrative roles allows them to do that. We knew the old system was creaking at the seams, but finding the time to do it while running a busy business was the challenge."

00:02:19 - 00:02:43 "We dedicated a project lead to it, and that was the turning point. The team at WinMan were great. Even at the point of go-live, we had some challenges with data we'd imported incorrectly, and they were able to clear that and help us correct it very quickly."

00:02:44 - 00:03:08 "Their ongoing support since then has been excellent. Whether it's advice on how to change a process or developing new apps for the shop floor, they've been very responsive. It's given us a CRM system we never had before."

00:03:09 - 00:03:30 "We can now track sales and quotes across all seven businesses in one place. In the manufacturing plant, we now have correctly set up Bills of Materials (BOMs). It tells us exactly what materials we need to buy and what we need to manufacture."

00:03:31 - 00:04:00 "We're starting to put certification onto the system now for full traceability. We're getting batch numbers on components that we simply didn't have before. From the moment of quotation to the final invoice, everything is visible to everyone."

00:04:01 - 00:04:30 "It helps elevate our profile and our professionalism from a client's point of view. We have very ambitious growth plans and WinMan is helping us achieve that. We have instant, real-time data. Previously, we would wait months to understand exactly where we were."

00:04:31 - 00:04:57 "Today, that real-time data is available at our fingertips. It's transformed how we hold our sales meetings and how we plan for the future."

If your group is running a separate system for every company and repeating the same order two or three times, book a WinMan demo to see how WinMan ERP handles inter-company trading, group-wide quote and sales visibility and manufacturing traceability in one system, the way it does for AC Valve Alliance. 

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