CASE STUDY
WIN UNITED
Hoses & Fittings
A customisable, scalable solution
for Manufacturing Companies
This family owned and operated business needed a one stop
solution to manage their business and meet their expectations
for excellent customer service.
Win United is a classic family owned and
operated, small business success story.
already outgrown the system and become
frustrated with the lack of flexibility.”
As a supplier of industrial and hydraulic hoses,
fittings and valves, Win United provide quality
products to customers, Australia wide. Their
unique business structure as an importer and
manufacturer means that customers benefit
from Win United’s quantity buy prices.
The business needed to make a change, and
Lennie was clear about what he wanted in a
new system; “In looking to change systems,
I knew that I still wanted a Cloud based
solution, as being able to access the system
from anywhere was critical, but I wanted a
solution that was a complete package, not
multiple systems bolted together. I also
wanted to be able to customise the system
so that it worked according to the way our
business works.”
The cornerstone of the business is their
extensive inventory – 11,000 line items, with
up to 4,000 in stock at any one time. The
business also prides itself on its exceptional
customer service and ‘can do’ attitude. For
example, it’s not unusual for customers to
want a single order to be sent to multiple
delivery addresses and have invoices sent to
multiple email contact points as well.
While these requests are very reasonable, Win
United found themselves in a situation where
their IT systems didn’t have the flexibility to
meet customer requests and deliver the level
of service they wanted.
Sales Manager, Lennie Wiggins, describes
more: “We were using a Cloud based
accounting package together with a
stand-alone CRM to manage the business,
but found that within just six months, we had
The Switch to JCurve Accounting
After speaking to an independent expert
who recommended that Win United consider
JCurve, the company decided to make the
transition at the start of a new financial year.
The implementation and transition lasted
three weeks, and while Lennie says
there were some challenging times,
the process also afforded them a
great opportunity to learn the
new system.
jcurve.com.au
1800 JCURVE
[email protected]
Since implementing JCurve, one of the biggest
improvements has been the time taken to
complete purchase orders. “Our purchasing
processes are so much quicker now – as much
as 50% faster.
Other processes like bulk invoicing, receiving
stock and sending goods out have improved
as well. The ability to select multiple sales
orders and update their status is a great time
saver too.”
More broadly, the business is also benefitting
from the improved operational processes.
Quotes are converted to sales orders, sales
orders are picked, packed and shipped, and
managers being able to see when a contact
transfers from being a prospect to a customer.
Customers are then tracked on a weekly and
monthly basis to understand if the company’s
Marketing efforts are working, and identify any
changes and trends in customer behaviour.
In describing the reporting functionality in
JCurve, Lennie uses one word, “awesome”. As
well as typical reports such as Sales to Date,
Outstanding Quotes, and Total Inventory,
Lennie says the personalised dashboards
are a stand out feature; “For example, our
guy responsible for receiving can look at his
dashboard and know exactly how many orders
he needs to receive that day.”
As a manager, Lennie has a customised
dashboard so he can see, at a glance, Sales by
State, Quotes to Close, Customer Profitability
Summary, Monthly New Customers, Monthly
Receivables, and Monthly Inventory.
JCurve mitigated any risk of invoices not being sent and
improved cash flow with invoices being sent on time.
then invoices are emailed automatically. The
automatic issuing of invoices has mitigated
any risk of invoices not being sent, and has
improved cash flow with invoices being sent as
soon as the goods are shipped.
Team performance is also managed via a
dashboard showing how staff are tracking
against their VIGs (Very Important Goals), such
as the number of outbound telemarketing calls
they’ve made.
More Improvements via CRM and Customised
Reporting
In summing up, Lennie says, “In comparison to
other systems I know, JCurve is just so clear
and easy to use. Where other companies
have to use multiple systems to get the
information they need, I’ve got it all in
one system.”
Win United has also taken advantage of the
CRM functionality in JCurve and uses it to record
customer visits and calls. The progression
of customers is also recorded, with account
To find out more about the range
of products contact JCurve today.
jcurve.com.au
1800 JCURVE
[email protected]