Geometrics Enterprise Reporting and CRM/ERP Evaluation for High-Tech Manufacturing

Geometrics designs and builds innovative, rugged geophysical data acquisition systems for land, marine and airborne applications.

The company was running legacy CRM, manufacturing and financial applications that required a great many inefficient Excel spreadsheets to track and manage business processes — which made reporting slow and cumbersome. Geometrics was due for modern CRM and ERP systems, whether on-premise or in the Cloud.

Frustrated by that reporting process, the company CFO brought RhinoSource in to assess current business processes and review the usage and state of the legacy CRM, financial and manufacturing systems.

RhinoSource documented the business processes and suggested near-term improvements. As the first priority we architected an enterprise reporting strategy and drove a Master Data Management effort using Microsoft SQL Server and SAP Crystal Reports, giving the company more timely visibility into its own data — the prerequisite for any platform decision that follows.

RhinoSource then briefed the Geometrics executive team on modern Cloud CRM and ERP solutions, assisted with requirements gathering, and helped orchestrate a vendor evaluation process covering Salesforce, NetSuite, SAP and Microsoft Dynamics.

Geometrics ultimately chose and successfully implemented a Cloud-based CRM/ERP system.