Picking Up the Pieces
Through Partnership

– A Savance Enterprise Client Case Study

J&JLogo

Picking Up the Pieces
Through Partnership

– A Savance Enterprise Client Case Study

COMPANY FACTS:

Go Live Year: 2020

Industry: PHCP Distributor & Showroom

Locations: 1

Previous Software: DDI System

THE CHALLENGE

Founded in 1977 in Dunn, NC, J&J Wholesale Distributors, Inc. is a family-owned and operated business specializing in kitchen and bathroom fixtures, plumbing parts and supplies, tankless water heaters, and more. Owner Jason Carpenter is committed to delivering the best customer service and knowledgeable assistance to each and every customer — with the speed his team needs to thrive.

In 2017, Carpenter made the decision to place a large investment into a new ERP Software for his business. He was promised great customer service and a product he didn’t quite get. After just 3 years of being “l ive” he knew he had made the wrong choice.

“Me and another PHCP/Luxury showroom wholesaler decided to move to that other ERP together. We wanted to be on the same program so that we could communicate with each other more intelligently, talk things over, and trade product advice,” explains Carpenter. “I should have known right off the bat things were going to go south” Carpenter adds after witnessing the less than promised on-site experience for his friend’s company. Still, there was some hope his transition would go smoother. Until there wasn’t.

“When we went live, we were down for a day and a half and could not even utize the same trainer as our partner company,” Carpenter notes. This caused a huge dilema since the two companies had purposefully embarked on this transition experience together to ensure they could learn from one another and leverage similar workflows.

It took the two companies “about three or four months before we realized we were not even on the same version of the software,” says Carpenter. “We would find ourselves trying to discuss things over the phone and both looking at our separate computer systems. He would be referencing one populated field, and I would say ‘I don’t see that’ because the systems were not set up the same way.”

The lack of a shared training resources resulted in one business operating one way, and the other operating differently. There was a total communication breakdown not just with J&J’s counterpart, but with the ERP software company as well.

“Everything became very cumbersome with our previous ERP System,” reflects Carpenter. In fact, Carpenter likens the situation to having children for the first time. As he explained, you can’t just implement a new software and expect people to know how to run their businesses seamlessly.  “I didn’t feel as though I had enough training nor do I feel like the trainer knew what needed to be done properly to “let us go”. I felt like I was thrown to the wolves from the very beginning.”

THE CHALLENGE

Founded in 1977 in Dunn, NC, J&J Wholesale Distributors, Inc. is a family-owned and operated business specializing in kitchen and bathroom fixtures, plumbing parts and supplies, tankless water heaters, and more. Owner Jason Carpenter is committed to delivering the best customer service and knowledgeable assistance to each and every customer — with the speed his team needs to thrive.

In 2017, Carpenter made the decision to place a large investment into a new ERP Software for his business. He was promised great customer service and a product he didn’t quite get. After just 3 years of being “l ive” he knew he had made the wrong choice.

“Me and another PHCP/Luxury showroom wholesaler decided to move to that other ERP together. We wanted to be on the same program so that we could communicate with each other more intelligently, talk things over, and trade product advice,” explains Carpenter. “I should have known right off the bat things were going to go south” Carpenter adds after witnessing the less than promised on-site experience for his friend’s company. Still, there was some hope his transition would go smoother. Until there wasn’t.

J&JLogo

COMPANY FACTS:

Go Live Year: 2020

Industry: PHCP Distributor & Showroom

Locations: 1

Previous Software: DDI System

“When we went live, we were down for a day and a half and could not even utilize the same trainer as our partner company,” Carpenter notes. This caused a huge dilemma since the two companies had purposefully embarked on this transition experience together to ensure they could learn from one another and leverage similar workflows.

It took the two companies “about three or four months before we realized we were not even on the same version of the software,” says Carpenter. “We would find ourselves trying to discuss things over the phone and both looking at our separate computer systems. He would be referencing one populated field, and I would say ‘I don’t see that’ because the systems were not set up the same way.”

The lack of a shared training resources resulted in one business operating one way, and the other operating differently. There was a total communication breakdown not just with J&J’s counterpart, but with the ERP software company as well.

“Everything became very cumbersome with our previous ERP System,” reflects Carpenter. In fact, Carpenter likens the situation to having children for the first time. As he explained, you can’t just implement a new software and expect people to know how to run their businesses seamlessly.  “I didn’t feel as though I had enough training nor do I feel like the trainer knew what needed to be done properly to “let us go”. I felt like I was thrown to the wolves from the very beginning.”

Customers are paying balances earlier than ever because of Savance’s intuitive automation

– Jason Carpenter, Owner

Customers are paying balances earlier than ever because of Savance’s intuitive automation

– Jason Carpenter, Owner

MOVING ON

Three months after the transition, Carpenter attended a PHCP trade show event. He fondly recounts approaching the Savance booth and beginning conversations that immediately made him feel comfortable. “I remember the Savance gentleman saying to me, ‘Who are you on now?’ and my reply was that I had just recently signed a deal. His response was simply ‘then what are you doing talking to me?’”.  Carpenter went on to say that he simply was not happy. In fact, he was so unhappy with his decision that he told the Savance team he did not have it in him to stay with the selected system for the rest of his career. He elected to receive a quick Savance demonstration.

“Savance just seemed to be built on common
sense and logic,” says Carpenter. Still he had just invested a lot of money and time into the solution. So Carpenter decided to wait and see if things improved. They did not.

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MOVING ON

Three months after the transition, Carpenter attended a PHCP trade show event. He fondly recounts approaching the Savance booth and beginning conversations that immediately made him feel comfortable. “I remember the Savance gentleman saying to me, ‘Who are you on now?’ and my reply was that I had just recently signed a deal. His response was simply ‘then what are you doing talking to me?’”.  Carpenter went on to say that he simply was not happy. In fact, he was so unhappy with his decision that he told the Savance team he did not have it in him to stay with the selected system for the rest of his career. He elected to receive a quick Savance demonstration.

“Savance just seemed to be built on common
sense and logic,” says Carpenter. Still he had just invested a lot of money and time into the solution. So Carpenter decided to wait and see if things improved. They did not.

A SECOND LOOK

Plagued with more challenges, Carpenter soon found himself face-to-face with Savance at another industry event. “I told myself that I owed it to my businesses and myself to take a second look.” He took advantage of another demonstration and took the time to do further research. This time, he came to the conclusion that it was time to cut his losses and move on.

The decision to transition to Savance spoke volumes about Savance’s ability to cater to each customer’s individual needs.  As Carpenter explains “I am a hard person to please. But, everyone at Savance was willing to listen to me, to hear me out. We worked together to find solutions that worked for my business when necessary. That was, and still remains, a big deal to me.” Carpenter says there were many times he would bring ideas to his previous ERP company and they would say say it was invalid or it would cost him a considerable amount of money to implement. “It became exhausting to continuously explain why I needed my software set up the way my business worked,” he adds.

In fact, that level of personalization was never more apparent than when J & J began the data extraction for the transition. Carpenter encountered considerable issues with field mapping preventing him to identify critical information that needed to be present in his new system. He recounts trying to find where the information lived within the old software. Additionally, J&J encountered major data corruption errors which the former software company could not assist with. After several rounds of back-and-forth of what seemed to be an impossible task, Carpenter and Savance decided the most logical solution would be to rebuild the system from scratch — and that’s just what they did.

While the decision to transition ERPs ended up costing Carpenter a huge investment loss, he chalks his experience up to life lessons. “In the end, at some point, you have to lick your wounds and get back in the battle. It was a life lesson and I won’t make that mistake again.”

A SECOND LOOK

Plagued with more challenges, Carpenter soon found himself face-to-face with Savance at another industry event. “I told myself that I owed it to my businesses and myself to take a second look.” He took advantage of another demonstration and took the time to do further research. This time, he came to the conclusion that it was time to cut his losses and move on.

The decision to transition to Savance spoke volumes about Savance’s ability to cater to each customer’s individual needs.  As Carpenter explains “I am a hard person to please. But, everyone at Savance was willing to listen to me, to hear me out. We worked together to find solutions that worked for my business when necessary. That was, and still remains, a big deal to me.” Carpenter says there were many times he would bring ideas to his previous ERP company and they would say say it was invalid or it would cost him a considerable amount of money to implement. “It became exhausting to continuously explain why I needed my software set up the way my business worked,” he adds.

In fact, that level of personalization was never more apparent than when J & J began the data extraction for the transition. Carpenter encountered considerable issues with field mapping preventing him to identify critical information that needed to be present in his new system. He recounts trying to find where the information lived within the old software. Additionally, J&J encountered major data corruption errors which the former software company could not assist with. After several rounds of back-and-forth of what seemed to be an impossible task, Carpenter and Savance decided the most logical solution would be to rebuild the system from scratch — and that’s just what they did.

While the decision to transition ERPs ended up costing Carpenter a huge investment loss, he chalks his experience up to life lessons. “In the end, at some point, you have to lick your wounds and get back in the battle. It was a life lesson and I won’t make that mistake again.”

J&J-image-2-500X500

PANDEMIC BRINGS OPPORTUNITY

J&J went live during the height of the global COVID-19 pandemic. Carpenter says he simply needed to move forward knowing the improvements would outweigh the headaches. For one, as the wholesaler experienced a huge spike in orders, new system automation streamlined operations to make automated billing easy and in turn, reduced paper and extra handling.

“The automation has been pretty mistake-free,” says Carpenter. “Feature functionality has helped us slash customer payment time by notifying customers of outstanding invoices quicker than we were able to previously.” Carpenter adds “people are actually paying their bills earlier than they ever have before, which is unheard of in this industry.” Part of the reason for that is because Savance’s intuitive sales order entry, automatically notifies the customer of the order which signals a payment is upcoming. Carpenter says this feature has been a blessing
in disguise.

J&J-image-2-500X500

PANDEMIC BRINGS OPPORTUNITY

J&J went live during the height of the global COVID-19 pandemic. Carpenter says he simply needed to move forward knowing the improvements would outweigh the headaches. For one, as the wholesaler experienced a huge spike in orders, new system automation streamlined operations to make automated billing easy and in turn, reduced paper and extra handling.

“The automation has been pretty mistake-free,” says Carpenter. “Feature functionality has helped us slash customer payment time by notifying customers of outstanding invoices quicker than we were able to previously.” Carpenter adds “people are actually paying their bills earlier than they ever have before, which is unheard of in this industry.” Part of the reason for that is because Savance’s intuitive sales order entry, automatically notifies the customer of the order which signals a payment is upcoming. Carpenter says this feature has been a blessing
in disguise.

Not once have I second-guessed my decision to transition to Savance Enterprise. 95% of my employees would agree, which is a testament that the decision to transition was the right one.

– Jason Carpenter, Owner

Not once have I second-guessed my decision to transition to Savance Enterprise. 95% of my employees would agree, which is a testament that the decision to transition was the right one.

– Jason Carpenter, Owner

EMPLOYEES TAKE ON THE FUTURE

Carpenter says his team was very receptive to the new ERP system and picked up the workflows pretty quickly.  While there are always technical learning curves, his speed-to-customer time has improved greatly since transitioning to Savance. He is delighted to look at the multiple terminals and see everyone serving a customer, faster than they ever have before due to the intuitive nature of sales order entry. “My team does not have time to click around seven times before landing on the screen they need. With Savance, I know my customers are not waiting around an extra five or ten minutes because my team is processing an order.  Savance just makes it easy to get customers served and back out on the road”.

J & J Kitchen and Bath has set themselves up for success long into the future with Savance Enterprise ERP Software. Most importantly, Savance ERP Software has given them the ease-of-use needed to learn how to do something and not need to rely on extraneous training and additional fees. Because of that, Carpenter believes his choice to move systems — even after a huge financial loss from previous mistakes — will pay dividends.

“Not once have I second-guessed my decision to transition to Savance,” says Carpenter. “95% of my employees would agree, which is a testament that the decision to transition was the right one.”  As Carpenter says, “sometimes you just need to realize your mistakes and move on, even if it stings at first.”

EMPLOYEES TAKE ON THE FUTURE

Carpenter says his team was very receptive to the new ERP system and picked up the workflows pretty quickly.  While there are always technical learning curves, his speed-to-customer time has improved greatly since transitioning to Savance. He is delighted to look at the multiple terminals and see everyone serving a customer, faster than they ever have before due to the intuitive nature of sales order entry. “My team does not have time to click around seven times before landing on the screen they need. With Savance, I know my customers are not waiting around an extra five or ten minutes because my team is processing an order.  Savance just makes it easy to get customers served and back out on the road”.

J & J Kitchen and Bath has set themselves up for success long into the future with Savance Enterprise ERP Software. Most importantly, Savance ERP Software has given them the ease-of-use needed to learn how to do something and not need to rely on extraneous training and additional fees. Because of that, Carpenter believes his choice to move systems — even after a huge financial loss from previous mistakes — will pay dividends.

“Not once have I second-guessed my decision to transition to Savance,” says Carpenter. “95% of my employees would agree, which is a testament that the decision to transition was the right one.”  As Carpenter says, “sometimes you just need to realize your mistakes and move on, even if it stings at first.”

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