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Metro Group Case Executive Summary

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EXECUTIVE SUMMARY

TO: MS. LINDA AUTORE
NAME: MR. MICHAEL WU
SUBJECT: PROPOSAL TO IMPLEMENT CRM SYSTEM AND CONTINUAL INVESTMENT TO ERP
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DATE: 2/18/14
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INTRODUCTION

Moore Medical primarily serves practitioners including physicians, podiatrists, emergency medical technicians, government facilities and the like by providing medical supplies. Moore’s mission is to be first choice in a one-stop shop that meets customer needs by offering a wide product range and fulfilling orders quickly, accurately, and reliably. The problem at Moore Medical is determining whether the company should invest in a CRM system, adding bolt-on modules to the current ERP system, both, or neither. This executive summary details the current issue as well as proposing a solution to the problem.

BACKGROUND OF THE PROBLEM

Currently, Moore has an ERP system that cannot accurately forecast demand due to it reacting to market conditions rather than predicting what demand will be. Additionally the ERP system is not efficient at creating a bid/quote for customers along with the related customer information. This caused customer service levels to decrease due to customer service representatives taking longer to handle orders. Moreover, new accounts could not be reviewed against old accounts, which led to the problem of duplicating customer information records. Lastly, the inflexibility of the current ERP system could not handle Moore’s preferred pricing model.

PROPOSAL TO INPLEMENT CRM SYSTEM AND CONTINUAL INVESTMENT TO ERP

I believe Moore Medical should invest time and resources to both the current ERP system and CRM system. In order to achieve the ‘perfect order’ of having the item in stock, shipped on time and damage free from

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