SUNGARD ELEVATORS - Custom ERP for Lift Service Excellence

The Challenge

Founded in 2014 and based in Pune, Maharashtra, SUNGARD ELEVATORS PVT. LTD. has established itself as a trusted lift service provider operating throughout Maharashtra. The company brings together a dynamic team of highly experienced professionals - electrical, mechanical, electronic, lift, and erection engineers with an average of over 10 years of industry experience.

SUNGARD offers comprehensive services including erection, maintenance, inspection, repairs, and modernization of lifts through their team of qualified engineers and trained technicians. Their commitment to supporting customers every step of the way has built strong relationships across Maharashtra’s residential, commercial, and industrial sectors.

However, as SUNGARD scaled operations across multiple cities, their manual processes created significant operational challenges:

Service Coordination Complexity: Managing hundreds of lift maintenance contracts across Maharashtra with manual tracking led to scheduling conflicts, missed service appointments, and difficulty coordinating technician assignments based on location and expertise.

Contract Management Gaps: Annual Maintenance Contracts (AMC) and preventive maintenance schedules were tracked in spreadsheets and physical registers. This made it difficult to track upcoming renewals, ensure timely service visits, and maintain service history for each lift installation.

Technician Dispatch Inefficiency: When emergency breakdowns occurred, dispatchers struggled to identify the nearest available technician with the right skills. Manual coordination through phone calls delayed response times and frustrated customers.

Inventory Control Issues: Spare parts inventory worth lakhs was spread across the warehouse and service vehicles without real-time tracking. This resulted in stockouts during critical repairs, excess inventory blocking capital, and difficulty tracking parts usage per job for accurate billing.

Financial Visibility Lacking: Without integrated financial tracking, SUNGARD struggled to monitor revenue by service type, analyze profitability per contract, track pending payments, and identify high-performing vs. loss-making contracts.

Customer Communication: Service updates, appointment confirmations, and completion notifications were manually communicated through phone calls - time-consuming for staff and often inconvenient for customers.

SUNGARD needed a custom ERP solution tailored specifically to their lift service business model - not a generic service management tool, but a comprehensive system supporting their unique workflows from erection projects through ongoing maintenance operations.

Our Solution: Custom Integrated ERP Platform

We developed a tailored ERP solution for SUNGARD spanning web and mobile platforms, designed specifically for their lift service operations across Maharashtra. The system integrates all aspects of their business - from service contracts to technician management to financial tracking - in one unified platform.

Mobile & Web Showcase

Key Features

Contract & Service Management

Complete lifecycle management for all lift service contracts:

• AMC contract creation with service schedule definition
• Preventive maintenance calendar with automatic reminders
• Service visit planning and technician assignment
• Digital service checklists ensuring quality standards
• Customer approval and sign-off capture
• Contract renewal tracking with advance alerts
• Service history documentation for every lift
• Multi-year contract management with rate escalation

The system ensures no service appointment is missed, maintaining SUNGARD’s reputation for reliability while optimizing technician utilization.

Intelligent Technician Dispatch

Smart assignment system for emergency breakdowns and scheduled service:

• Real-time technician availability tracking
• Location-based dispatch identifying nearest technicians
• Skill-based matching for specialized repairs
• Mobile alerts to assigned technicians with job details
• Live job status updates from field
• Customer notification automation
• Response time tracking and analytics
• Performance metrics by technician

The dispatch system has dramatically reduced response times, improving customer satisfaction and enabling SUNGARD to handle more service calls with existing staff.

Comprehensive Inventory Control

Real-time spare parts management across locations:

• Stock level tracking with low-stock alerts
• Parts usage recording per service job
• Automatic job costing based on parts consumed
• Supplier management and purchase order tracking
• Stock transfer management between locations
• Inventory valuation and aging analysis
• Usage pattern analytics for procurement planning
• Vendor performance tracking

This visibility has optimized inventory investment while ensuring technicians have required parts for timely service completion.

Erection Project Management

Complete project tracking for new lift installations:

• Project initiation and documentation
• Material procurement and delivery tracking
• Installation milestone monitoring
• Quality inspection checkpoints
• Project cost tracking against estimates
• Timeline management and delay alerts
• Client communication and approvals
• Project completion and handover documentation

SUNGARD’s project managers now have complete visibility into every erection project’s status, budget, and timeline.

Modernization & Repair Tracking

Specialized modules for lift modernization projects and major repairs:

• Technical assessment documentation
• Quotation generation with component breakdown
• Work order management
• Before/after photo documentation
• Compliance and safety checklist
• Cost tracking and billing
• Project closure and warranty management

Financial Management

Integrated financial operations:

• Invoice generation from completed service jobs
• Payment tracking and aging analysis
• Revenue reporting by service type
• Profitability analysis per contract
• Expense tracking against jobs
• Technician cost allocation
• Financial dashboards for management
• GST compliance and reporting

Management now has real-time financial visibility enabling data-driven business decisions.

Customer Portal

Self-service portal for SUNGARD’s clients:

• Service request submission
• Contract details and service history viewing
• Appointment scheduling
• Invoice access and online payments
• Feedback and rating system
• Direct communication with SUNGARD team

The portal enhances customer experience while reducing administrative workload on staff.

Mobile Application for Technicians

Field technicians use the mobile app for complete job workflow:

• Daily job schedule with customer details and location
• Lift history and previous service records access
• Digital service checklist completion
• Parts usage recording
• Photo capture of work completed
• Customer signature capture
• Job closure and notes
• Navigation to job locations

Technicians appreciate having all information at their fingertips, eliminating paperwork and improving job completion rates.

Analytics & Reporting Dashboard

Real-time insights for management:

• Service performance metrics
• Technician productivity analysis
• Contract renewal pipeline
• Revenue and profitability trends
• Customer satisfaction scores
• Inventory turnover rates
• Geographic performance analysis
• Customizable reports

These insights enable SUNGARD’s leadership to make informed strategic decisions about resource allocation, pricing, and expansion.

Technical Architecture

Built on modern, scalable architecture to support SUNGARD’s operations across Maharashtra:

Mobile Application - React Native: Cross-platform app providing consistent experience on Android and iOS. Offline capability enables technicians to work in buildings without connectivity, with automatic sync when online. Native performance ensures smooth operation even on budget devices.

Web Application - React.js: Responsive web interface for office staff and management. Role-based dashboards provide relevant views for dispatchers, accountants, managers, and executives. Fast, intuitive interface requires minimal training.

Backend - Node.js: Scalable backend processing business logic, handling complex scheduling algorithms, and managing integrations. RESTful API design enables future integrations with other systems.

Database - MongoDB: Flexible NoSQL database handling diverse data types - contracts, service records, inventory, financials. Horizontal scalability supports business growth. Document-based structure matches business entities naturally.

Cloud Infrastructure - AWS: Hosted on AWS with auto-scaling, load balancing, and automated backups. 99.9% uptime ensures business continuity. CloudFront CDN provides fast performance across Maharashtra.

Real-Time Communication - Firebase: Push notifications for job assignments, schedule changes, and critical alerts. Real-time updates ensure all users see latest information immediately.

Security: Role-based access control, data encryption, secure API authentication, and comprehensive audit trails protect sensitive business and customer information.

Technology Stack

React Native

Node.js

MongoDB

React.js

AWS

Firebase

Business Impact

The custom ERP delivered significant improvements across SUNGARD’s operations:

Operational Excellence:

• 65% faster emergency response times
• Zero missed scheduled maintenance appointments
• 50% reduction in administrative time per service job
• 100% digital operations eliminating paper-based processes
• 30% increase in jobs completed per technician daily

Financial Improvements:

• 40% better inventory turnover reducing capital locked in stock
• 25% improvement in contract renewal rates through timely reminders
• Real-time financial visibility enabling proactive decision-making
• 15% increase in profitability through better job costing and pricing

Customer Satisfaction:

• Professional service delivery with digital documentation
• Faster response to breakdown calls
• Transparent communication through automated updates
• Easy access to service history and contracts via portal
• Higher satisfaction scores leading to more referrals

Business Growth:

• Expanded operations across Maharashtra without administrative chaos
• Scaled from managing 200 to 500+ lift installations seamlessly
• Improved win rate on new contracts with professional quotations
• Better resource utilization enabling revenue growth without proportional staff increase

Management Insights:

• Data-driven decisions replacing intuition-based management
• Identify profitable vs. unprofitable contracts
• Optimize technician deployment and training needs
• Forecast cash flow accurately based on contract pipeline

Customer Testimonial

What Made It Successful

Industry-Specific Customization: We built the system specifically for SUNGARD’s lift service business model, not adapting generic software. Every feature reflects their actual workflows, terminology, and processes.

User-Centric Design: Extensive collaboration with SUNGARD’s team ensured the system matched how they actually work. Technicians, dispatchers, and managers all provided input during development.

Mobile-First for Field Staff: Recognizing technicians spend their days in the field, we prioritized mobile app functionality and offline capability. This drove high adoption among field staff.

Phased Implementation: We launched core features first - contract management and technician dispatch - then progressively added inventory, financials, and advanced analytics. This allowed users to adapt gradually.

Comprehensive Training: We conducted hands-on training for all user groups, creating documentation and video tutorials. Ongoing support ensured smooth adoption.

Scalable Foundation: The technical architecture supports SUNGARD’s growth plans across Maharashtra and beyond, handling increasing contract volume and geographic expansion.

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Ready to Transform Your Service Business?

SUNGARD’s success demonstrates how custom ERP solutions can transform field service operations, improve customer satisfaction, and enable profitable growth.

Our Custom ERP Expertise:

• Field service management systems
• Contract and maintenance tracking
• Technician dispatch and mobile apps
• Inventory and spare parts management
• Financial management integration
• Customer portals and communication
• Project management modules
• Analytics and business intelligence

Industries We Serve:

Elevator and lift services, HVAC and MEP services, facility management, electrical services, fire and safety systems, security systems, and any recurring service business.

Let’s discuss your specific requirements and build a custom ERP solution that drives efficiency, growth, and customer satisfaction in your service business.

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