Boral Roofing Pty Ltd

Boral Roofing Improves Customer and Supplier Relationships with Epicor ERP

Boral Roofing is a national building products and services supplier with its head office in Adelaide, South Australia. The business has two revenue streams-supplying roofing and masonry products -and using licensed subcontractors to install and provide maintenance services. 

Epicor ERP was one of a very few products that could meet Boral's need for a system that could manage a huge number of transactional projects, as opposed to simply managing ongoing or larger projects.

Simon Elleway
Digital Solutions Manager | Boral Roofing

Ageing system

Boral Roofing completes hundreds of roofing and masonry projects every month. It starts with an order for the product-such as roof tiles or pavers-from the customer. Boral Roofing then assembles the materials for the order and sends them to the worksite where they are installed by authorised subcontractors. Those subcontractors claim payment from Boral Roofing, and the company, in turn, invoices the builder or customer.

There are numerous transaction points throughout these projects and each requires accurate data and efficient processing. Boral Roofing had been managing this process with a legacy and unscaleable enterprise resource management (ERP) system. This created a risk for Boral Roofing that is common with older systems.

Furthermore, while data was available to support ad hoc analysis, it was not structured in a contemporary fashion. This made analysis inefficient and, on occasion, repetitive.

Simon Elleway, digital solutions manager for Boral Roofing said, “Risk management drove our search for a new ERP solution that would be cloud-based, less expensive to own and maintain, and which could deliver the improved efficiency and reporting that the business required.”

Strong customer references, maturity, and capabilities

After reviewing various ERP solutions, Boral Roofing selected Epicor ERP because of its ability to meet specific functional requirements, the product's positioning on the Gartner Magic Quadrant, and customer references.

Elleway explained, “Epicor ERP was one of very few products that could meet Boral Roofing's need for a system that could manage a huge number of transactional projects, as opposed to simply managing ongoing or larger projects. Also, Epicor ERP was rated by Gartner as a mature product that's supported globally, which gave us peace of mind that it would perform according to our expectations.”

Accuracy and time savings

Using Epicor ERP, Boral Roofing can now transact digitally and with greater accuracy than ever before. The system automates a number of processes and lets the business exchange transactional documents with suppliers and customers electronically. This puts real-time project status and financial reporting information at their fingertips, providing increased visibility into business performance.

Elleway said, “Epicor ERP is helping to streamline the way we operate. This helps us to focus everyone's efforts to value-adding activities rather than on simple data entry. This enables improved service and, therefore, better customer and supplier relationships.

“The system is easy to use and, perhaps most importantly, it's scalable, so it has positioned Boral Roofing for future growth. The previous system was highly customised.

“With Epicor ERP, we have a system that's simply configured to our needs. As the company grows, Epicor ERP will continue to facilitate that growth without incurring the upgrade costs and inconvenience of other solutions.”

Elleway added, “While previous reporting was effective, we're now starting to unlock real-time data that can drive daily or even hourly decision making. This lets us track periodic goals and objectives much more closely, which delivers obvious advantages.”

As a result of real-time visibility of transactions with customers and suppliers, visibility of inventory demand has also increased. This enables more responsive inventory planning and forecasting, which carries a number of business and customer fulfilment advantages such as being able to respond to unexpected orders more efficiently and quickly.

Good corporate governance

Importantly, Epicor ERP helps Boral Roofing's team members adhere to good governance and business practices. For example, the system enforces clear rules around credit exposure, and provides for the simple application of delegated authority to take and record certain actions. Previously, if a customer was on a credit-hold, team members could more easily exercise discretion that was not within their level of authority.

Elleway commented, “The senior leadership team is pleased that Epicor ERP demands strict adherence to business practice because it reduces risk. Boral Roofing can also use the system to reduce risk in other ways. For example, the business only supplies products to licensed, insured and qualified installers. If a subcontractor's insurance has expired, we can proactively work with them to keep everything up to date. Without meeting this compliance rule, Epicor will prevent us from allocating the work.

“This kind of capability helps us take customer and supplier relationships to the next level, working as true partners.

“This is extremely important for us in terms of improving customer satisfaction. We're getting very good at pulling important data out of the system and using it to improve these relationships.”

Business efficiencies and cost reductions

The Epicor ERP system was originally installed as a risk management measure. Since it was implemented, the ways in which it can be further applied to Boral Roofing's unique requirements have expanded.

Facilitating business growth

Now that Epicor ERP is firmly entrenched in the business, with users finding it easy to navigate and simple to use, Boral Roofing is able to digitise paper-based processes and use mobile devices to access Epicor ERP from wherever, whenever. Again, this lets the team focus on the highest-value work, which is mostly in direct contact with suppliers and customers.

Elleway elaborated, “With more efficient processing capability and real-time data to analyse, we are able to see where the hotspots are and how to more effectively meet our customers' needs. We are shaping our delivery strategy to get products where they're needed, when they're needed. The combination of great transaction capabilities and useful data from Epicor ERP is proving critical to help us meet our strategic objectives and achieve our goals.”

Further, Boral Roofing will expand its use of mobile devices through Epicor ERP, enabling approvals, orders, and performance review from the field. Epicor ERP's integration with existing eCommerce tools is also a critical capability that is being used to its full extent.

Elleway explained, “The ease of integration between Epicor ERP and the Microsoft stack positions Boral for future growth in terms of data management. We're already seeing some exciting results through this type of integration, and we're looking forward to taking it further.”

Elleway concluded, “The system is easy to use and the team is creating sophisticated dashboards and analytical outputs that are driving daily actions and business decisions. I would recommend Epicor ERP to other organisations without hesitation because it delivers on expectations and supports the achievement of our targets and strategic objectives.”

Company Facts Overview

Location: National business, head office in Adelaide, South Australia
Industry: Building products and services
Website: www.boral.com

Challenges

Ageing system was difficult and expensive to change

External support was becoming difficult to secure

Access to performance data was available only at monthly intervals

Legacy and complex business rules were inefficient 

Solution

Epicor ERP

Benefits

Gained full visibility into operations for improved decision-making and customer-centricity

Enabled growth and strategic objectives setting

Increased reliability and stability with cloud access

Reduced manual work and enabled progressive automation of processes and transactions 

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