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Bound Tree Medical is the nation’s leading emergency medical products distributor. Fire departments, ambulance companies, and other emergency service providers rely on the broad range of emergency medical products Bound Tree Medical delivers. With a highly trained national sales force, Bound Tree Medical provides its customers with information and products, allowing them to maintain the highest standard of care. Delivering the technology that keeps Bound Tree Medical’s main office and distribution centers humming is Microsoft Dynamics GP and the talented consulting team of Socius, a Microsoft Gold Certified Partner.
Partner With Proven Winners
Bound Tree Medical had been using a legacy software package until four years ago when the product reached the limit of its capacity. “It had a two-gigabyte limit on the database size, so we had to purge valuable sales history to keep it running,” recalls Rhiannon Greene, director of MIS for Bound Tree Medical.
With the help of an outside consulting firm, several solutions were evaluated, and Microsoft Dynamics GP, represented by Socius came out the clear winner.
“We were comfortable investing in the Microsoft name and Microsoft technology, so Microsoft Dynamics GP with its SQL database appealed to us,” says Greene. “And Socius impressed us immediately with their documented approach to the implementation and overall project planning.”
As part of the implementation, Socius programmed several custom applications that integrate with Microsoft Dynamics GP, including a module that tracks prescription drug licensing and another that monitors vendor rebates.
Integration with the company’s Web store allows customers to see their contract pricing online and place orders that are sent automatically to the Microsoft Dynamics GP software solution.
“Socius has a formal methodology and approach to this kind of project, and that helped ensure it stayed on track,” Greene says. “It was challenging, we had lots of customization, yet Socius worked closely and delivered on their commitments.”
Saves 50 Labor Hours Each Week
Streamlining warehouse operations was a driving factor behind the software implementation and the company has achieved that goal. “The business logic and automation we’ve put into place is saving us about 50 labor hours every week,” says Greene.
Among the automated processes saving Bound Tree Medical time is a nightly routine that scans open orders to determine which warehouse location can most quickly and most completely fill each order. A complex set of business rules considers proximity to the customer, freight costs, quantity on hand, a product’s reorder status, and whether an order can be shipped complete. “We want to get our products into our customers’ hands as quickly and as efficiently as possible,” explains Greene. “The software reduces the opportunity for human error and performs these calculations much faster than a person could.”
Business Portal Accessible Anywhere
Socius helped to implement Business Portal for Microsoft Dynamics GP to provide an employee-focused portal accessible by Bound Tree Medical’s 50 remote sales representatives. From the Business Portal, the representatives can access up-to-date customer, item, and vendor information. Bound Tree Medical also uses the portal to post news, company schedules, and the representatives’ commissions. “We’ve gotten great response from our reps regarding the portal,” Greene says. “They recognize the benefits of having anytime, anywhere access to the data they need to do their jobs.”
Access to business intelligence is another area where Socius has delivered gains for Bound Tree Medical. The generation and delivery of reports has been standardized using SQL views and queries, Crystal Reports, FRX for financial reports, and Microsoft Office SharePoint.
Greene says that the ready access to data, such as a new Daily Management Report, gives management a snapshot of the health of the organization. The report includes sales by representative and by region, open order data, the Accounts Receivable and Accounts Payable balances, and inventory status. “We’ve made huge strides in our reporting,” says Greene.
“We trust Socius,” Greene concludes. “They have vast knowledge about the product and related technology, plus they bring an objective view and real-world experience to each situation. Thanks to Socius, we have a stable, efficient solution that can grow with the company.”