Streamlining Sales Configuration for Whirley Industries

Built a custom portal that cut quoting time by 60% and slashed configuration errors by 90%.

Manufacturing
Integrations
Custom Software
Deliverables
  • Sales Configuration Portal
  • Interactive Quote Dashboard
  • Product Configuration Wizard
  • Admin Portal & API Manager
  • Services
  • Discovery Workshops & Agile Planning
  • Full-Stack Development
  • System Integration & Testing
  • Training & Ongoing Support
  • Technologies
  • .NET Core & Entity Framework
  • SQL Server
  • RESTful APIs
  • ARAS Innovator & IQMS ERP
  • Deliverables
    Technologies
    Services

    Project Overview

    Built a custom portal that cut quoting time by 60% and slashed configuration errors by 90%.

    Whirley Industries, a leader in food and beverage container manufacturing, relied on an outdated AS400 system and disparate tools to manage complex product configurations. Off-the-shelf solutions failed to capture their multi-option workflows or integrate seamlessly with PLM and ERP platforms. To modernize quoting, reduce manual tasks, and ensure data consistency, Whirley partnered with MorelandConnect to design and build a tailor-made Sales Configuration Portal.

    The Challange

  • Complex, rules-driven product configurations weren’t supported by standard software, leading to errors and rework.
  • PLM (ARAS Innovator) and ERP (IQMS) systems operated in silos, forcing manual data transfers and delays.
  • Our Solution

    We delivered a unified, cloud-ready portal that orchestrates the entire quote-to-order process. The platform sits between Whirley’s PLM and ERP systems, guiding users through dynamic configuration rules, capturing approvals, and automatically syncing data back to ARAS and IQMS. An intuitive admin interface lets non-technical staff update parameter sets without code changes, while built-in dashboards surface real-time status and exceptions.

    Features:
  • Dynamic Product Configuration Wizard with rule-based validation
  • Real-time Quote Dashboard & Monitor for visibility into all live proposals
  • Role-based Admin Portal for managing accounts, parameters, and integrations
  • API Manager for seamless PLM and ERP synchronization
  • The Results

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    35%

    Faster case completion

    90%

    Staff adoption in 2 weeks

    70%

    Reduced task duplication

    150M

    Annual cost saving through improved efficency

    The Results

    60%

    Quote turnaround time reduced

    90%

    Configuration errors eliminated

    100%

    User adoption in 4 weeks

    $250K

    Annual cost savings through efficiency

    Summary

    Built a custom portal that cut quoting time by 60% and slashed configuration errors by 90%.

    Focus Area

    Project Overview

    Whirley Industries, a leader in food and beverage container manufacturing, relied on an outdated AS400 system and disparate tools to manage complex product configurations. Off-the-shelf solutions failed to capture their multi-option workflows or integrate seamlessly with PLM and ERP platforms. To modernize quoting, reduce manual tasks, and ensure data consistency, Whirley partnered with MorelandConnect to design and build a tailor-made Sales Configuration Portal.

    The Challange

  • Complex, rules-driven product configurations weren’t supported by standard software, leading to errors and rework.
  • PLM (ARAS Innovator) and ERP (IQMS) systems operated in silos, forcing manual data transfers and delays.
  • Our Solution

  • Complex, rules-driven product configurations weren’t supported by standard software, leading to errors and rework.
  • PLM (ARAS Innovator) and ERP (IQMS) systems operated in silos, forcing manual data transfers and delays.
  • The  Impact

    Since go-live, Whirley’s sales and engineering teams generate accurate quotes in minutes instead of hours. Manual data re-entry has been eradicated, and configuration rule changes can be deployed instantly through the admin interface. Inventory, pricing, and custom-graphics parameters now flow automatically between PLM and ERP, improving order accuracy and accelerating time to market. The portal has become the backbone of Whirley’s Harmony program, driving consistent growth and operational excellence.

    View More Success Stories

    Our Clients Say It Best

    Behind every project is a relationship built on trust, communication, and shared success. Here’s what that sounds like.

    "The team is very personable; we feel like we're talking to friends."

    Bill Vasil
    Founder, CrewTrak

    "Collaborating with Moreland on this project was an absolute pleasure."

    Korey Silverman
    Director of Operations, General Pipe Cleaners

    "MorelandConnect has a great ability to keep the communication lines open with their clients."

    Amie Brock
    CEO, AIR Training Solutions

    Ready to Accelerate Your Sales Configuration?