Country: Germany
Focus area:Digital
Thematic area:
Digitalization and Connectivity, Data Analytics and Artificial Intelligence, Cyber Security and Digital Trust
TRL phase: TRL 9 - actual system launched on the market (System launched)
Addressed business processes: CUSTOMER SERVICE process , MARKETING & SALES process
Solution overview
CAS Engineering is a CRM solution specifically designed for engineering firms. It optimizes project management, customer relationships, and sales processes.
Key objectives:
Improve efficiency: Streamline project workflows, automate tasks, and provide a centralized platform for information.
Enhance collaboration: Facilitate seamless communication and knowledge sharing within teams and with clients.
Gain control: Provide a clear overview of projects, resources, costs, and customer requirements.
Increase profitability: Optimize resource allocation, track project budgets, and improve cost control.
Boost customer satisfaction: Deliver tailored services, respond effectively to client needs, and build stronger relationships.
Targeted user: Engineering firms of all sizes that want to improve project management, customer relationships, and overall business efficiency.
Key features
Based on the information provided, here are some key features that differentiate CAS Engineering from other CRM solutions in the market:
Specifically designed for engineering firms: CAS Engineering is tailored to the unique needs and workflows of engineering businesses, unlike generic CRM solutions that may require extensive customization.
Integrated project management: It combines CRM functionalities with robust project management features, enabling efficient planning, execution, and monitoring of projects within a single platform.
Focus on profitability: CAS Engineering includes tools to support accurate project costing, resource management, and financial controlling, helping engineering firms improve their bottom line.
Centralized knowledge base: It provides a central repository for all project-related information, customer data, and communication history, eliminating the need to search for information across different systems.
Enhanced communication and collaboration: The solution facilitates seamless communication and collaboration within teams and with external stakeholders, improving project coordination and efficiency.
Scalability and flexibility: CAS Engineering can be easily scaled and expanded to accommodate the growing needs of engineering firms, with the option to add modules and functionalities as required.
Integration and adaptability in manufacturing environments
Integration with Existing Processes and Systems:
Potential for integration with ERP/MRP: If a manufacturer uses CAS Engineering to manage engineering projects related to product development or production process improvement, it could potentially be integrated with their ERP or MRP systems. This would allow for the exchange of information such as bills of materials, production schedules, or cost data.
Integration with PLM: For manufacturers with a strong focus on product lifecycle management, CAS Engineering could potentially integrate with their PLM system to share information related to product design, engineering changes, and project documentation.
Limited direct integration with shop floor systems: CAS Engineering is not specifically designed to integrate with shop floor systems like MES or SCADA, which directly control and monitor production equipment.
Customization to Specific Manufacturing Requirements:
Customization for engineering departments: CAS Engineering can be customized to fit the specific needs of engineering departments within a manufacturing company. This could include configuring workflows for design reviews, managing engineering change orders, or tracking project budgets.
Limited customization for production processes: It is not intended to be customized for managing core manufacturing processes like production scheduling, quality control, or inventory management.
Compatibility with Common Manufacturing Technologies and Equipment:
Indirect compatibility through integrations: CAS Engineerings compatibility with manufacturing technologies and equipment would largely depend on its ability to integrate with other systems that directly interact with those technologies, such as ERP, PLM, or MES.
No direct control over shop floor equipment: It does not have direct compatibility or control over shop floor equipment like CNC machines, robots, or PLC controllers.
Implementation support and training for manufacturers
While I do not have specific details about CAS Softwares support services for CAS Engineering, I can outline a comprehensive support program based on industry best practices and what we have discussed about the software:
Implementation Phase:
Dedicated Project Manager: A dedicated contact to guide you through the implementation, ensuring smooth setup, data migration, and configuration.
Configuration and Customization Support: Assistance with tailoring CAS Engineering to your specific needs, including workflows, user roles, and integrations with existing systems.
Data Migration and Integration: Help with transferring existing data (customer contacts, project information) into CAS Engineering and connecting it with other relevant software.
Testing and Validation: Thorough testing of the configured system to ensure it meets your requirements and operates smoothly.
User Training: Comprehensive training for your team on how to effectively use CAS Engineering, covering different roles and functionalities.
Post-Implementation Phase:
Technical Support: Ongoing access to technical assistance through various channels (phone, email, online portal) to resolve any issues or answer questions.
Software Updates and Maintenance: Regular updates to ensure the system remains secure, stable, and includes the latest features and improvements.
Performance Optimization: Support in fine-tuning the systems performance and addressing any potential bottlenecks or issues.
Knowledge Base and Documentation: Access to comprehensive online resources, including documentation, FAQs, tutorials, and user guides.
User Community and Forums: A platform for users to connect, share best practices, and seek support from peers and CAS Software experts.
Training Programs and Resources:
To help companies maximize the benefits of CAS Engineering, CAS Software likely offers various training programs and resources:
Online Courses and Tutorials: Self-paced learning materials covering different aspects of CAS Engineering, from basic navigation to advanced functionalities.
Workshops and Seminars: In-person or virtual instructor-led training sessions for different user groups, focusing on specific topics or use cases.
Certification Programs: Formal certification programs to validate user expertise in CAS Engineering.
Custom Training: Tailored training programs to meet the specific needs and requirements of your organization.
Sustainability, compliance and certifications in the EU
N/A
