Infor Syteline/CSI Blog

Case Studies: How Two Rental Companies Solved Inventory Tracking Headaches by Saying Goodbye to their Spreadsheets

Workers on scaffolding

For rental companies, the challenges of inventory tracking are expensive and time-consuming.

Trying to manage rental inventory using a spreadsheet is a punishing effort plagued by profitability gaps when a lack of real-time information leaves inventory idle between contracts.

The real-time automation of enterprise resource planning (ERP) software can streamline the movement of rental inventory from one contract to the next, but mid-market ERP software is rarely up to the job. Luckily for the two rental businesses featured in our recent case studies, a customized Infor ERP was.

Infor SyteLine/CSI & the Power of Customizable Rental Business Applications

Infor’s flexible capabilities for rental companies, along with the customization and implementation provided by the BBTS team, gave both businesses what they needed out of their ERP system, including:

  • Custom invoicing for variable term contracts and surcharges
  • Streamlined re-rental capabilities
  • Real-time inventory tracking
  • Traceability of serialized parts
  • Efficient dispatch and route coordination to reduce unnecessary transit
  • 28-day invoicing
  • And more

Goodbye Spreadsheets, You Won’t Be Missed

Like many rental businesses, the companies in our case studies had unique challenges that cookie-cutter solutions were not made to address. A nationwide provider of roadway safety equipment rented out for road construction projects had 2 million assets it was tracking by spreadsheet.

A small provider of commercial scaffolding was also trying to manage complications like multi-term invoice cycles and equipment pick-ups and drop-offs with manual tracking.

Read the full case studies to learn more about their profitable switch to real-time ERP tracking with the custom features they needed, at a mid-market price they could afford.

BBTS customizations of Infor SyteLine/CSI for rental companies include a wide range of specialized capabilities including inventory tracking, automated re-rental reminders and easy tracking of liens, surcharges, dispatch scheduling and more.

Speak to one our team members to learn more about the challenges we can solve for your rental business. You can read all of our case studies here.