Dynamics 365 Gets Projects Flowing
Zurn is a leader in commercial, municipal, and industrial markets and manufactures the largest breadth of engineered water solutions in the industry.
PROJECT SPECIFICATION TOOL WAS TREADING WATER
Zurn had an outdated configuration tool utilized by engineers and architects to configure products and create plumbing solutions for a variety of building types. The existing guided specification process had been satisfactory for many years, but as technology and users evolved, the tool was not able to meet the company’s growing needs.
Zurn conducted detailed user research and identified four key deficiencies in the previous tool:
- It could not store data in the context of a project. All configurations were submitted separately, slowing down the specification process and making administration at the project level difficult.
- Not all Zurn product lines were represented. If items outside of their finished plumbing product line were needed, engineers had to conduct their own research outside the tool to include these products in their specification.
- There were no collaboration or workflow features. Project sharing and approvals are critical steps in a user’s workflow, and these had to be performed manually, outside of the tool.
- Engineers need to submit multiple forms of product documentation during the specification phase of their projects. Retrieving this documentation was tedious because it was not available in a consolidated location.