MORE THAN A SOFTWARE CHANGE
Gerak Roda Sdn. Bhd. Customer Story
Gerak Roda moved from its internal UCD system to a customised AutoCount environment designed around the company’s established service and sales process, daily reporting needs and direct e-Invoice submission.
Central AutoCount Workflow
Service and sales in one environment
Service activity
Service information enters the central workflow.
Sales transaction
Related sales data moves through the required stages.
Direct e-Invoice submission
Compliance is supported without abandoning the existing operating process.
Daily collection reporting
Users review collection information in a tailored reporting format.
Tailored, not generic
Designed around actual operations
Less duplicate entry
One environment for related information
Business Background
Moving beyond an internal system without losing the process that worked.
Gerak Roda previously relied on its own internal system, known as UCD, for daily operations. When Malaysia’s e-Invoice requirements introduced a new compliance need, the company required a platform capable of direct e-Invoice submission.
The change was not simply a software replacement. Gerak Roda also needed the new platform to continue supporting its established operating process, especially the relationship between service activities, sales transactions and daily monitoring.
Gerak Roda Sdn. Bhd. Service & sales operations · Malaysia
- Migrated from the company’s internal UCD system.
- Required a customised workflow rather than a standard replacement.
- Needed direct e-Invoice submission within the new environment.
- Needed a Daily Collection Report aligned with daily monitoring requirements.
A customised design instead of a basic system replacement
AutoCount was selected as the new platform, but the standard workflow did not fully match Gerak Roda’s service and sales requirements. The implementation therefore focused on designing a workflow around the company’s actual operations rather than forcing the business into a generic process.
Why change was needed
Separate processes made daily work and reporting harder to manage.
Gerak Roda needed one environment that could support both service and sales while retaining the reporting structure required for daily monitoring.
1
Service and sales were not fully centralised
When related activities are handled through separate processes, staff may need to move information manually between operational and sales workflows.
2
Duplicate data entry increased manual work
Re-entering the same information more than once adds effort and increases the risk that operational data will become inconsistent across separate sources.
3
Daily reporting required a clearer structure
Operational data spread across separate sources made information harder to assemble and review in the format needed for daily collection monitoring.
Customised AutoCount solution
Four connected improvements shaped around daily operations.
The project combined workflow customisation, centralised processing, direct compliance support and tailored operational reporting.
Custom workflow design
The implementation was designed around Gerak Roda’s operational requirements instead of applying a standard workflow that did not fully fit the company’s service and sales process.When related activities are handled through separate processes, staff may need to move information manually between operational and sales workflows.
Centralised service and sales
Related service and sales activities were brought into one AutoCount environment, allowing transactions to move through a central system with less repeated handling.
Direct e-Invoice submission
AutoCount enabled direct e-Invoice submission, helping Gerak Roda meet the new compliance requirement without abandoning the operating process the business needed.
Daily Collection Report
A customised report gave users a clearer view of daily collection information in a format aligned with the company’s operational tracking and monitoring requirements.
Interactive workflow view
Explore how each part of the new environment supports the business.
Select a workflow area to see how it contributes to the overall implementation.
Service information enters the same environment used for related transactions.
The customised workflow supports Gerak Roda’s established service process while placing the relevant information inside one central AutoCount environment. This creates a clearer foundation for information to move through the required stages.
Capture
Service-related information enters the central workflow.
Process
Users follow the company’s required operational stages.
Connect
Related sales and reporting information remains accessible.
Related sales transactions move through the same centralised AutoCount workflow.
Service activities and sales transactions no longer need to remain in separate processes. The customised workflow keeps related information together and reduces the need for repeated manual entry.
Record
Sales information is recorded within the central environment.
Link
Related service and sales information remains connected.
Progress
Transactions move through the required processing stages.
Direct e-Invoice submission is supported without replacing the existing operating process.
AutoCount provides the required e-Invoice submission capability while the customised workflow continues to support Gerak Roda’s service and sales requirements.
Prepare
Transaction information is organised inside the workflow.
Submit
e-Invoice information can be submitted directly through AutoCount.
Maintain
The company’s established operating process remains supported.
Daily collection information is presented in a format aligned with Gerak Roda’s requirements.
A customised Daily Collection Report provides users with a clearer view of daily collection information while reducing the effort required to assemble and review operational data manually.
Review
Daily collection information is available in one place.
Monitor
Operational activity becomes easier to track and understand.
Reduce effort
Less time is needed to assemble and check information manually.
Business Outcome
A smoother migration that combined compliance with operational fit.
Gerak Roda transitioned from its internal UCD system to AutoCount while retaining the workflow and reporting structure required by the business.
Service and sales operations could be managed within one central platform, duplicate entry was reduced, information visibility improved, and direct e-Invoice submission became part of the new environment. The customised Daily Collection Report also made daily reporting more efficient.
One central platform
Service and sales activities can be managed within the same AutoCount environment.
Less duplicate entry
The customised workflow reduces repeated handling of related operational information.
Direct e-Invoice support
The implementation enables direct e-Invoice submission through the new platform.
More efficient daily reporting
The customised Daily Collection Report improves visibility and reduces manual review effort.
Customer story summary based on the documented implementation
The strongest result was not simply replacing UCD. It was creating an AutoCount environment that supported Gerak Roda’s real service, sales, reporting and compliance workflow.
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