Case Study: Signature Metal & Marble goes paperless and boosts efficiency with Visual Planning

Signature saved money thanks to Visual Planning

Signature Metal and Marble, a subsidiary of Pritchard Industries and a 25‑year New York restoration and maintenance firm with 100+ employees, faced major operational pain from manual, paper‑intensive processes. Sales teams had no CRM, proposals lacked checklists, invoicing was often incorrect or mistimed, and recurring maintenance contracts — some worth over $100K — were falling through the cracks. Scheduling, equipment management and reporting were all fragmented, so the company needed an agile system to automate, centralize and track information.

After shortlisting 10 options and engaging an expert, Signature implemented Visual Planning, an ERP‑like resource scheduling and management platform that integrated purchase orders, expenses, CRM, payroll and custom workflows. Implementation was smooth and the drag‑and‑drop, fully customized platform eliminated paper processes, centralized accounting and reporting, reduced manual workload, improved team coordination and sales cycle speed, and boosted client satisfaction by cutting delays and rework.

Signature Metal & Marble

Mike Eisenberg

Consultant