Unia Machines

UniaPortal - sales platform for
network of 520 dealers in 63 countries

PIM
CPQ
B2B
  • Streamline the B2B / B2C sales process
  • Presentation of more than 1,300 complex products
  • Machine configurator
Project for Union Machines
Project:
Union Portal - B2B / B2C machinery sales platform
Technologies:
Java, Tomcat, Spring Boot, ZK, REST, Jasper, MySQL
Portal development and implementation:
2016 - 2017
System support and development:
2018 - present
How to combine support for several manufacturers, hundreds of dealers and thousands of customers operating in different markets in a single system while maintaining data confidentiality?
Union Portal
about the project

Creation of a web portal for configuration, sales and service support of agricultural machinery

Unia Sp. z o.o. is one of the largest Polish manufacturers of agricultural machinery and one of the most recognizable brands in this industry in Central and Eastern Europe.

‍The goal of the project was to design, implement and develop a web portal that would enable configuration, quoting, sales and service of agricultural machinery.

The result of
the project became a system used by the company's global network of employees and dealers around the world.

The solution we proposed contributed to tens of thousands of new sales of agricultural machinery for a total amount exceeding one billion zlotys, which positively influenced the company's growth and business success.

2000+

active user accounts

1300

complex products (machinery)

63

countries

65000

components / configuration options

Machines catalog
solutions

5 key features of the Union Portal system that increase user efficiency

1. Real-time personalization
‍The
offer presented in the system includes thousands of components that can be freely configured by the user to define a dedicated product according to the unique needs of the end customer.

2. Automatic technical validation
‍The system
allows you to configure machines so that each of them is defined correctly in terms of construction requirements.

‍3. Visual presentation of the offer
‍Each machine and all its components are presented in the system in the form of photos and drawings.

4.Order tracking
‍Functionality of
the system makes it possible to track the order fulfillment process.

‍5. From sales to service - everything in one place
‍For
dealers, there is also the possibility to register purchased machines and, if necessary, receive and monitor service requests.

A mock-up of the project for Union Machines
Our solution provides multilingual user interface and data, as well as the ability to define multiple catalogs and product databases with their descriptions, images and attachments.
Languages settings
The challenge

Multidimensionality of data

A key challenge faced by the solution's developers was to organize the data processed in the system against multiple dimensions, taking into account the needs of both dealers and factory workers.

In designing the data structures, we had to take into account the various "multi-textual" information received from dealers - offers, orders, customer data, service requests, warranty records or billing, with the assumption that business data, such as the product catalog, for example, is common to all users.

Thus, a dealer can use the data of subordinate branches and subdivisions, but does not have access to the data of other dealers. At the same time, employees from individual production sites, depending on their authorizations, have access to the data assigned to them.

Dashboard

The processed data can be used in different contexts, depending on, among other things.
* assigned dealer (caregivers),
* sales market (domestic, export),
* type of sales (sale of machines, sale of parts),
* production plant (4 plants),
* price lists (PLN, EUR) or
* confidentiality rules.

Union Portal options

A kind of "matrix" of permissions is created, allowing to configure user access at the data level.

The proposed mechanism, based on ACL (access-control list) rules, realizes the aforementioned needs, and what's more - it also gives the possibility to specify permissions to perform specific operations on data - including reading, writing, modifying, deleting and propagating permissions.

User privileges
Director of After Sales Service at Unia Machines
Łukasz Prawdzik

"The experts at EXSO understood our problem and implemented solutions that give our company tangible financial benefits. EXSO is a professional company with experience that fully fulfils its tasks."

Process

4 proven steps to a customer-specific solution

step 1
Strategic analysis with key decision makers

We conduct intensive sessions with sales, operations and technology leaders to quickly build the foundation of the system. We analyze current processes and long-term business goals.

step 3
Practice-oriented prototype

Based on the EXSO+ platform, we build a functional test system for validation on real data. It allows you to quickly collect feedback and train teams before full implementation.

step 2
Precise implementation

We feed the system with data and configure its parameters under the specifics of the company's processes. We create dedicated modules corresponding to unique business processes.

step 4
Continuous development and scaling

We ensure uninterrupted system operation and systematically build new functionalities. We integrate them with the client's existing IT infrastructure.

technology

Technologies used in the project:

Solution based on EXSO+ platform

In order to accelerate the project implementation time, ensure the reliability of implemented solutions and reduce their cost, we used ready-made components of the EXSO+ platform and proven technologies.

EXSO+ platform modules used in the project:

EXSO-CORE
EXSO-BPO
EXSO-COM
EXSO-SAL
EXSO-SRV

Unia Portal - a global solution to support the sales and operational processes of a major agricultural machinery manufacturer

The system comprehensively handles pricing of complex products, order placement and tracking, and production scheduling with confirmation of lead times, claims reporting and spare parts ordering.

Additionally, it provides comprehensive privilege management for various users - from dealers to production staff, guaranteeing data security and global collaboration.
Union Portal 2
benefits
Close
Sales increase

Using the UniaPortal system, dealers are more likely to place orders and serve new customers.

Configuration without programming

Ability to freely define composite products, their components and configuration rules.

Streamlined processes

Better customer service and a structured machine sales process translate into business results.

System security

Customers do not have to worry about the correct processing of payment transactions and orders.