One Table to Manage Projects and Sales – This Robotics Group Is Taking Collaboration to a Whole New Level!

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Robotics Group: A One-Stop Service Provider for Industrial Robotics

Founded in 2012, this renowned robotics group is a one-stop service provider for industrial robotics. They offer comprehensive solutions—including robotic system integration, maintenance and repair, and simulation debugging—to industrial enterprises, boasting an annual revenue of 360 million.

Using Shimo: A Fortuitous and Inevitable Choice

“For us, using Shimo was both a stroke of fate and a natural choice.”

As an industrial robotics integration service provider, the group’s success hinges on its technical expertise and robust sales capabilities. During the design phase, the team needed to promptly capture design plans, ideas, and various bits of information. Later, when executing projects, they faced challenges like fragmented teams and disjointed information, making real-time progress tracking a struggle. In addition, a huge volume of sales data required prompt collection and analysis.

To tackle these challenges, the group was on the lookout for the right solution—and that’s when Shimo came into the picture.

How did fate play a role? Mr. Hao first heard about Shimo through a friend. And why was it inevitable? Their research confirmed that Shimo was an ideal fit, effectively resolving their collaboration and management pain points.

Project Management: One Table, Complete Real-Time Oversight

Before Shimo:

The group managed numerous projects——for example, one client required a full system integration service, while another needed maintenance services. However, details such as each project’s progress, costs, and required resources were known only to the project leader or executor. With these fragmented details scattered across individual computers, gaining a real-time, comprehensive view of any project was nearly impossible without relying solely on periodic reports.

After Shimo:

The group set up flexible tools on Shimo for managing project plans, tracking progress, summarizing data, and visualizing workflows. These collaborative tables allow multiple users to work together, and documents can be hyperlinked directly within the tables. As a result, every project is managed on its own dedicated table, while an overall dashboard provides a clear, comprehensive view, enabling both project leads and managers to instantly grasp the full picture.

Sales Management: Effortless Data Retrieval and Efficient Aggregation

Before Shimo:

The group’s many sales staff were frequently on the move. When it came time to compile data, the sales assistant had to notify everyone in the messaging group. If someone was busy and forgot to reply (or worse, didn’t have a computer on hand) the process became a tedious one-on-one chase. Details such as exact payment amounts could be overlooked or delayed until the person returned to the office, often consuming half a day in manual follow-up.

After Shimo:

Once Shimo was implemented, all data was stored in the cloud, accessible from any device (be it a computer, tablet, or smartphone) eliminating the need for manual data hunts. The group now issues a form to each salesperson, requiring them to submit their data daily and weekly before the end of the workday. Thanks to Shimo’s real-time integration between forms and tables, the submitted data is automatically aggregated, generating up-to-the-minute daily and weekly sales reports.

Document Management: Centralized Storage, Always Up-to-Date

Before Shimo:

Common documents (such as company policies and robot operation manuals) were distributed via email or instant messaging and stored individually on employees’ computers. When updates occurred, sales staff sometimes ended up sending outdated versions to clients because they hadn’t downloaded the latest revision in time.

After Shimo:

With Shimo, the group has created various team spaces, including an all-employee training and learning space, dedicated departmental workspaces, and a shared area for operation manuals. All documents can be edited online and centrally managed in a structured format, ensuring that every employee always accesses the latest version. Moreover, the flexible permission settings ensure that while information is shared efficiently, it remains secure and under control.

With the Right Tools, Save Time and Make Life Easier for Everyone

“Shimo is highly regarded among our employees, it has truly gained a strong grassroots following,” notes Mr. Hao. In fact, even before the company-wide rollout, our engineers and project managers had already embraced Shimo on their own.

By breaking free from the inefficiencies of traditional office practices, Shimo has become a crucial internal collaboration platform for the group. It now enables real-time project tracking, efficient aggregation and visualization of sales data, and unified, secure management of corporate documents.

“When you have the right tools, you save time for yourself, and everyone benefits.”– Mr. Hao

In closing, Mr. Hao expressed his hope that more manufacturing companies will adopt great products like Shimo, as they can significantly boost overall efficiency.

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