The powerhouse in global marine industry, this elite service provider caters to international shipping giants, cargo fleet operators, naval contractors, and offshore rigs delivering high-stakes solutions across the world’s busiest ports.
Behind the prestige, however, their internal engine was struggling. Finance and billing cycles were constantly delayed, inventory across their warehouses in Mumbai, Bhiwandi, and Vizag was out of sync, and cross-functional coordination between departments was rigid and outdated.
Recognizing the mounting risk, they realized tech partnership with Leveledge Technologies would save them from sinking. We re-designed their operations building a robust, real-time finance suite, aligning multi-warehouse inventory, and connecting Sales, Procurement and Projects into one smart workflow. What once held them back now powers their global growth.
The Challenges
- Finance team struggled to keep track of billing and payments
- Sales Orders couldn’t be updated after confirmation, causing confusion
- Milestone billing had to be tracked manually, leading to delays
- No real-time link between Sales, Projects, and Finance
- No automatic handoff from Sales to Project teams everything was manual.
- Teams relied on emails and spreadsheets for critical financial data
- No real-time stock updates between inventory and warehouse
- Difficult to get a clear picture of revenue, costs, or outstanding invoices
- Warehouse and operations teams were not aligned on stock movement
The finance system was struggling to keep up, billing was often delayed and important data was scattered across emails and spreadsheets. Without a clear view of project progress or payment status, the team found it hard to stay on track.
The Solution
Smart Sales Order Handling
- Sales Orders (SO) can now be edited post-confirmation, maintaining flexibility while retaining version control.
- If a new line item is added post-confirmation, the SO intelligently reverts to “Draft” for re-approval.
- Finance Team now could track the billing process and track the payments.
Milestone-Based Project Progress
- Projects are broken into custom milestones
- As each milestone is marked “Complete”:
- A triggered workflow initiates invoice generation.
- The client automatically receives an invoice with milestone description and linked documents.
Automated Project Creation and handoff
- Once a deal is marked “Won” and the SO type is Service or Tender, a Project is auto-generated.
- The system:
- Automatically links the Project ID to the corresponding Sales Order
- Maps the Job Card ID to the same chain for downstream traceability
- Creates a WorkDrive folder using the same project name
Project Data Visibility Across Teams
- Key SO data is pushed into the Project module in real time.
- Sales, Operations, and Finance teams now collaborate with complete visible
Auto-Invoicing on Dispatch:
Inventory dispatch from the warehouse triggered milestone based invoicing, linking goods movement directly to client billing.
Real time stock updates sync across multiple warehouse and inventory:
Every stock movement whether inward or outward is instantly recorded and reflected across all relevant departments to prevent mismatches and delays.
Warehouse and operations teams got aligned:
Purchase and Sales Orders were directly linked to inventory, allowing accurate tracking of stock-in and stock-out flows.
The Impact:
Real-Time Efficiency, Zero Lag
Once the integrated system was deployed, the transformation across departments was both immediate and meaningful. What had once been a series of slow, manual, and disconnected processes evolved into a streamlined, real-time operation built for speed, accuracy, and scale.
| Metric | Before | After |
|---|---|---|
| Sales to Project Handoff | Manual, prone to delays | Auto-created projects in < 2 mins |
| Milestone to Billing | Manually tracked, error-prone | Auto-invoicing based on milestone |
| Folder Structuring | Inconsistent & chaotic | Structured, auto-named with FY logic |
| Invoice Timeliness | Delays up to 7 days | Sent same day as milestone completion |
| Inventory & Finance Sync | Stock and billing were managed separately | Inventory, purchase, and billing now fully linked and in sync |
| Team Collaboration | Disconnected modules | Unified ecosystem via custom integration |
Conclusion:
With Leveledge Technologies as their transformation partner, this global marine leader transitioned from fragmented, manual workflows to a unified, intelligent system built for speed, scale, and precision.
This solution didn’t just simplify a process it created a living digital ecosystem that matches the company’s operational excellence.
we didn’t just optimize a business we engineered a scalable platform for growth