Key strengths
Its advantages:
Yes. It is particularly useful because it allows you to track each individual machine installed at the customer site, manage its serial number, service history, and plan specific maintenance activities for each plant.
ERP + Service: integration between the two systems
The ERP is the “economic governance system,” while the Service System is the “operational engine of service,” and their integration allows them to work as a single unified flow.
In summary:
ERP: Its purpose is to ensure control and planning of company resources, with a strong focus on administrative processes and the “internal” management of the business.
Service System: it is a platform specialized in after-sales technical service management. It focuses on field operational activities such as technical interventions, scheduled and unscheduled maintenance, help desk/customer care, as well as back-office activities like remote support and the management of ticketing, spare parts, and documentation.
When integrated, they continuously exchange information.
Omnichannel communication
The SolidRules Service System extends customer support beyond the company boundaries through dedicated portals for customers, dealers, and service centers.
Through a single profile-based interface, each user can access their information, open tickets, consult documents, and track request progress.
Communication takes place across multiple channels - email, web forms, chat, WhatsApp, or Telegram - to ensure maximum responsiveness. In this context, artificial intelligence has evolved the product towards new capabilities:
The AI-powered virtual assistant provides instant support 24/7, reducing unnecessary ticket creation and preserving company know-how through centralized knowledge management.
Product catalog
The management of serial numbers and product codes through a centralized Catalog is the foundation of an effective and structured service operation.
Each product installed at customer or dealer sites has a complete record, including technical documentation and multimedia content.
Integrated with the Catalog, the warranty portal allows users to monitor coverage status, register activations, and manage any extensions in a simple and immediate way.
The core of Service remains the intelligent management of requests, complaints, and reports. Through customizable templates, it is possible to open and track any type of ticket, from technical requests (direct issuance of ECR/ECO) to non-conformities (Quality Management), ensuring full visibility over every step. Each ticket is linked to company entities (documents, codes, projects, serial numbers, contacts) and managed through configurable workflows and automation.
All information and activities remain fully traceable within the system, which evolves into a true integrated Document Management System (DMS) with Project Management capabilities: shared calendars where all technical interventions are scheduled, including service reports that can be filled in and signed even offline.
The added value of the Service System is its ability to integrate with PDM and PLM environments.
Integration makes it possible to connect product technical data with service activities, improving the quality of information available to technicians and ensuring consistency across design, production, and service.
In practice, product technical data (drawings, bills of materials, revisions, configurations, specifications) managed in PDM systems and within PLM environments also becomes available during the Service phase. This means technicians can always work with up-to-date and consistent information, reducing errors, misinterpretations, and the use of outdated documentation.
The advantage is not only operational: it creates information continuity across the entire product lifecycle. Information collected during service activities can also flow back to design and production, enabling continuous product improvement.
Spare parts
The SolidRules spare parts portal enables fast and reliable identification and ordering of components.
2D and 3D views, automatically generated from CAD geometry, allow a graphical multi-level navigation of the bill of materials. In this context, we refer to SBOM (Service-BOM).
It is possible to manage kits, alternative components, and place orders directly from the cart, integrating functionalities typically found in a B2B2C portal.
Integration with the ERP system provides real-time information on stock levels, prices, and costs, reducing errors and machine downtime.
Strategic data analysis
The Service module communicates directly with field products thanks to IoT integrations.
Machines interact with the platform, transmitting operating data and alarms in real time.
The collected data is analyzed to identify critical issues, predict failures, and optimize maintenance through Predictive Maintenance.
Customizable dashboards with relevant KPIs allow you to monitor service response times, providing a complete overview for faster and more targeted decision-making.
With everyday tools such as +50 ERPs, Microsoft Outlook / Office 365, or Google Calendar. Project management in SolidRules Desk is fully self-contained, while still enabling import and export communication with PDM and PLM systems.
SolidRules is a system designed to meet the needs of companies that provide service to their customers, as well as organizations that rely on internal maintenance teams to manage in-house service operations and work centers.
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