PLANERGY
9 Case Studies
A PLANERGY Case Study
Dentistry For Children, a multistate pediatric dental chain with 60+ locations and about 180 staff, was struggling with delayed, duplicate, and error-prone dental supply orders because purchasing was decentralized and managed by Excel and email while accounting ran in Microsoft Dynamics Great Plains. The organization lacked a spend management or inventory system, creating bottlenecks, wrong deliveries, and no enterprise-wide visibility into inventory or spend — so they turned to PLANERGY’s purchasing control and inventory management software to modernize purchasing.
PLANERGY implemented a centralized, paperless procurement system with automated vendor catalogues, three-tier approval workflows, and role-based permissions, completing setup and remote training in about 10 days and bringing 122 users live across departments. The result was faster, more accurate ordering with real-time spend and inventory visibility, automated PO–invoice matching, elimination of overspending and main-office bottlenecks, lower supply costs, and improved staff autonomy and morale — all delivered through PLANERGY’s software and onboarding support.