JW Grant | Epicor Success Story
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JW Grant

Company Facts
• Location: Glasgow, Scotland
• Industry: Builders' merchant
• Number of Branches: Four
• Web site: www.jwgrant.co.uk

"Our main requirement was for a fully integrated system from point of sale to ledger. I liked BisTrack the minute I saw it."
Seanna McLellan, Director | JW Grant

Seanna McLellan is a director of JW Grant, a four-branch family owned builders' merchant started in 1968 by John W Grant Senior and currently run by John Grant Junior and Seanna McLellan. They are based in Glasgow and the surrounding area and deliver throughout central Scotland.

Since Epicor BisTrack was implemented across the group three years ago Seanna says it has without a doubt increased their sales, their margins, and ability to budget more effectively. It has also contributed to streamlining the whole business and reduced a lot of stress. Seanna joined the business 25 years ago and first worked with a totally manual system. Order processing software was installed in 2000 but it was 'nothing more than a big calculator.' By 2005, they started to look for something more sophisticated. "Our main requirement was for a fully integrated system from point of sale to ledger," said Seanna. "We needed to speed things up and produce accurate stock and financial reports. I liked BisTrack the minute I saw it but I didn't want to say yes straight away. We looked at two other merchant ERP systems but they weren't a patch on BisTrack."

Niall Finnie, JW Grant's Stock and Purchasing Manager said, "After the implementation across the group, all the staff found BisTrack user friendly - I was a Branch Manager at the time and this was a key benefit for me. They could see how it was speeding up sales at the trade counter from quotations, price enquiries, order processing, and historic pricing and transaction searches."

A customised smart view within BisTrack provides Seanna with a full financial analysis on a daily basis. BisTrack also allows each department to create their own reports tailored to their specific requirements. "Branch managers can now look at the performance of each sales person at any time and if they see anything unusual they can drill down to the sale and address any issues," said Niall Finnie.

Andrew McLellan, IT Manager, is trying to encourage all account customers to register to use the Web Track portal. He found the easiest way to do this was to visit them, talk them through the benefits, and actually show them how to use it. He also ran a successful campaign to get JW Grant's trade account customers to supply an email address for statements and invoices by offering a financial incentive on their account. "Since I've been doing this it's made a huge difference," he said. "We now have around 70% of customers with their invoices and statements sitting in their inbox as soon as we have finished the month-end run. We find that customers who receive their statements faster, tend to pay their bills faster!"

JW Grant's trade account customers are encouraged to use the BisTrack customer portal to access and download copy invoices, statements and proof of deliveries, and make payments to their account with the added security of not having to give their card details over the phone. The accounts department no longer receives so many phone calls and this allows the company to operate with a reduced number of back office staff.

JW Grant has traded online for around 15 years but only for the last two through BisTrack's Web Track trading portal. "We used to update prices and products manually in our old online shop which was really time consuming. Now it's tied into BisTrack and this happens automatically," said Seanna. "We offer around 90% of our stock profile online and sales increased by 107% in year two of being live with Web Track. Sales are mostly to retail customers so we can make good margins."

She continued, "Before BisTrack, trade account customers who do quotes in the evening could only see retail prices on our website. Now they can access their own prices through the portal and know to the penny what materials are going to cost them."

Seanna believes that the time savings and streamlined processing they get from using BisTrack has saved JW Grant a considerable amount of time and money since implementation. It has allowed them to focus on optimising areas of the business with no increase to staff overheads - just a shift in allocation to other departments. Niall concluded, "I don't know where we would be now if we hadn't implemented BisTrack when we did. Certainly not generating our current turnover. We definitely made the right decision."

About Epicor

Epicor Software Corporation is a global leader delivering business software solutions to the manufacturing, distribution, retail, and service industries. With more than 40 years of experience, Epicor has more than 20,000 customers in over 150 countries. Epicor solutions enable companies to drive increased efficiency and improve profitability. With a history of innovation, industry expertise and passion for excellence, Epicor inspires customers to build lasting competitive advantage. Epicor provides the single point of accountability that local, regional, and global businesses demand. For more information, visit www.epicor.com.

 

Success Highlights:

Challenge

• To streamline and speed up all business processes and to produce accurate stock and financial reports

Solution

• Epicor® BisTrack

Benefits

• Reduced stress levels
• Increased sales and margins
• Ability to budget more effectively