Background

Condesa is a Retail Commodity Trading business. The company was in the process of setting up a new operating model in Australia.

Business Challenge

The parent company Ecom had been using Microsoft Dynamics NAV – Version 4 for many years, However, Condesa needed extra functionality to support retail trading. They wanted to explore other software options that could better meet their business needs.

Results

Condesa engaged Combined Management Consultants to assist with facilitating an independent Software Evaluation Process.

 The goal was to identify ERP Vendors who could provide a solution that filled key functional gaps and improved business efficiency.

Core requirements for the new system included:

  • Finance

  • ERP

  • Contracts Management

  • Commodity Trading

  • Sample Management (Cupping)

  • Inventory Management

  • CRM

CMC applied our proven Evaluation Methodology. This helped pre-qualify suitable vendors and document business requirements using Business Scenarios. CMC then produced a Pre-Qualification Report for both Condesa and Ecom to review.

CMC also worked with Condesa to identify gaps in the existing Microsoft Dynamics NAV and CMS systems. They documented these gaps and created high-level specifications. This allowed Ecom’s development team to estimate the cost, effort, and time required to enhance the current system.