StepEarly Private Limited

India - West

From Tally to transformation: how StepEarly streamlined operations with ERPNext

About

StepEarly Private Limited

In a saturated and highly competitive market, StepEarly emerged in 2020 with a bold vision to revolutionise online office furniture shopping. Founded by Shashikant Tapre, a seasoned professional with over a decade of experience in the furniture industry, StepEarly set out to eliminate the common pain points of online furniture buying. Their mission was clear: offer premium-quality products without compromising on pricing, service, or after-sales support.

Apps implemented

ERPNext

CRM

Industry

Trading and Distribution

modules implemented

Help people to use our tools

We believe our tools like ERPNext can help organizations reduce waste and complexity. Frappe + ERPNext has the potential to be a “full stack” replacement for not only ERP (SAP/Oracle) but also the entire enterprise stack (Java/.NET). With this scope, we should help organizations by providing products and services to help them manage their technology platforms.

Why ERPNext over SAP B1 / Oracle

100% FOSS

Customizable

Future-ready

Challenges

Operational Bottlenecks Faced with Tally: Challenges That Triggered the Shift

Salesperson Activity Tracking: Monitoring individual salesperson performance and client engagement was inconsistent, making accountability difficult.
Sales Pipeline Management: Leads were falling through the cracks due to a lack of visibility into the pipeline and follow-up status.
Sales and Purchase Order Tracking: Coordinating purchase orders with corresponding sales orders was complicated and often disconnected, leading to inefficiencies.
Lack of Traceability at Order Confirmation Stage: One of the most critical gaps was the lack of traceability at the point of order confirmation. This not only increased the risk of misleading or inaccurate orders but also negatively affected the overall customer experience. Customers often had no clarity on the progress of their orders, which impacted trust and satisfaction.
Project Trail Management: From assigning designers and managing tasks to overseeing the full lifecycle of each project, there was no unified system to track every action and responsible stakeholder, resulting in delays and miscommunication.

Benefits

To address the operational challenges, StepEarly partnered with Exacuer Global Services to implement a tailored ERPNext solution. The customised implementation delivered the following key features:

Sales Order to Purchase Order Traceability: Each sales order was accurately mapped to its corresponding purchase orders, ensuring end-to-end visibility, improved accountability, and reduced discrepancies.
IndiaMART Integration: Leads generated via IndiaMART were automatically captured into the ERP system, eliminating manual data entry errors and significantly accelerating response time.
Real-Time Tracking and Accountability: All user activities across departments, sales, design, and procurement were logged in real-time, enhancing collaboration and operational transparency.
Email Integration: The ERP system was integrated with email, enabling automated communication, timely updates, and centralised tracking of all email correspondence within relevant documents and workflows.

Impact

Successful on-time ERPNext go-live

Increased sales order to cash

Increased inventory turnover

The Impact was Enhanced Efficiency & Elevated Customer Experience.

Improved Order Accuracy: With better traceability at the order confirmation stage, the number of incorrect or misleading orders has been significantly reduced.
Faster Response Times: Automation and integration with lead sources ensured faster follow-ups and higher conversion rates.
Reduced Turnaround Time & Increased Speed: The ERP system significantly reduced the time required for task execution, increased processing speed, and made operations more accessible and manageable for every team.
Increased Transparency with Order Acknowledgement: Once a customer places an order, they immediately receive a confirmation email with the order acknowledgement, ensuring clarity and trust from the very first step of the transaction.
Revision Tracking for Sales and Quotations: The system includes revision tracking for both quotations and sales orders, helping teams maintain a complete record of every change. This helps to prevent future conflicts and ensures consistent communication.
Team-Wide Activity Trail and Bottleneck Detection: Every team member can now access the full activity trail of any project, making it easy to see exactly where things are stuck, who is responsible, and what actions are pending. This has created better workflow visibility and faster resolution of issues.
Elevated Customer Trust: These improvements in communication, traceability, and transparency have led to a noticeable increase in customer satisfaction and confidence in the StepEarly brand.

We went live within six weeks, with a friendly and cooperative team that made the experience smooth and professional.

Shashikant Tapre

Founder of StepEarly

Implemented by

Exacuer Global Services Private Limited

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Share your story with the world

Inspire people by sharing how Frappe has positively impacted your business.

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Share your story with the world

Inspire people by sharing how Frappe has positively impacted your business.

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