ERP Integration
Client Overview
TechServe Electricals, established in 2012 in Dallas, Texas, provides nationwide electrical contracting services, including system installations, energy audits, and on-site repairs. With over 60 field technicians and multiple project managers, the company began struggling with project tracking and financial coordination as it scaled. Disconnected tools led to inefficiencies across procurement, inventory, and invoicing.
Challenge
Disjointed Systems
Project management, procurement, and accounting were handled using different tools (Excel, email, and local accounting software), making coordination cumbersome.
Inventory Discrepancies
Lack of a centralized system meant field teams often faced material shortages or ordered duplicates, leading to delays and wasted spend.
Manual Purchase Orders
Procurement relied on email-based approvals and manual PO entries, which were often delayed or lost.
Inefficient Reporting
Weekly status updates required manual data compilation from various departments, delaying project insights.
Limited Scalability
Without system integration, TechServe struggled to take on more projects without overburdening admin and finance teams.
Solution
TechServe partnered with an ERP consultant to implement and integrate NetSuite ERP across core departments using a phased rollout.
System Unification & Integration
NetSuite ERP replaced multiple siloed systems. APIs were used to sync field job updates, procurement status, and inventory usage directly into the ERP platform. A custom dashboard was developed for project-level financials.
Automated Workflows
Inventory Management
Technicians log part usage via mobile devices; inventory automatically updates and flags reorder levels.
Procurement Automation
Project managers raise POs directly in NetSuite; approvals and vendor dispatch are automated via workflows.
Real-Time Financial Sync
As projects progress, associated costs and revenues update instantly, offering live profitability tracking.
Results & Impact
Real-Time Inventory Control
Stock discrepancies dropped by 85%, and material wastage reduced significantly.
Faster Procurement
Average PO approval time decreased from 4 days to under 12 hours.
Increased Project Visibility
Leadership gained instant access to budget-to-actual reports per job, enabling mid-project course corrections.
Time Savings
Weekly reporting time was cut from 12 hours to under 2 hours, freeing up resources for strategic tasks.
Scalable Growth
TechServe doubled its project capacity without increasing back-office headcount, enabling expansion into two new states.
By integrating ERP across operations, TechServe Electricals unlocked real-time coordination between fieldwork, procurement, and finance. The company now runs leaner, smarter projects and can confidently pursue larger bids with data-backed decision-making.