Shiva Glass Group: One ERP for Three Brands — HR, Sales CRM, Production & Dispatch | Digital Darzee Case Study

Shiva Glass Group: One ERP for Three Brands — HR, Sales CRM, Production & Dispatch | Digital Darzee Case Study

Digital Darzee → Case Study → Shiva Glass Group

🪟 Shiva Glass House
🚪 Treno — Railings & Wardrobes
🏗 Aluminio — Door & Window Systems

Shiva Glass Group: One Custom ERP Connecting Three Brands — HR, Sales, Production & Dispatch, All in One System

Shiva Glass Group operates three distinct brands out of Ludhiana — Shiva Glass House (glass orders & fabrication), Treno (aluminium railings, wardrobes, and washroom systems), and Aluminio (door and window systems). Digital Darzee has been their custom software partner since 2024, building a single connected ERP that covers every business function across all three brands — from a sales lead entering the CRM to the finished product leaving the factory gate.

3 Brands

One ERP covering all business units

2024+

Ongoing partnership — system still expanding

6 Modules

HR · Sales · Production · Dispatch · Payroll · Reports

One Login

All brands, all teams, all data

How the Three Brands Are Mapped in the System

Each brand operates independently but shares the same ERP infrastructure — meaning one HR system, one payroll, one report layer, but separate order books and production flows.

Shiva Glass House

Glass orders & fabrication

Order CRM
Cutting Plan
Fabrication Log
Site Dispatch
Client Quotation

Treno

Railings · Wardrobes · Washrooms

Project CRM
Material Planning
Installation Tracking
Dealer Orders

Aluminio

Door & window systems

Profile Inventory
Fabrication Schedule
Site Measurement Log
Dispatch

What Was Broken Before — Across All Three Brands

📞

Sales Leads Tracked on Paper and WhatsApp

Enquiries from clients, architects, and dealers came in across phone, WhatsApp, and walk-ins. Each salesperson maintained their own follow-up system. Leads fell through gaps. There was no way to know the conversion rate, which salesperson was following up, or where a client was in the sales process.

🏭

Production Scheduled in Someone’s Head

For custom glass cutting, aluminium fabrication, and Treno installation projects — the production schedule existed in the production manager’s head and on a whiteboard. No visibility for sales or management. Order priority changed based on who asked loudest, not what was most urgent.

👥

HR and Payroll Across Three Businesses — All Manual

Employees across Shiva Glass House, Treno, and Aluminio were tracked in separate registers. Attendance was a daily paper entry. Salary calculation happened at month-end with a calculator and Excel — error-prone, time-consuming, and impossible to audit.

📊

No Cross-Brand Visibility for Management

The owner had no single view of all three businesses. Sales performance, production backlog, HR headcount, and financial outstanding — each required asking someone and waiting for a manually compiled answer.

Sales CRM — From Lead to Won Order

Every enquiry captured at entry — source, salesperson, product interest, project scale. Followed through quotation, negotiation, and closure.

1
Lead In

Source, product, client contact

2
Site Visit

Measurement, requirement logged

3
Quotation

Auto-generated, PDF sent to client

4
Follow-Up

Reminder logged, status tracked

5
Won / Lost

Order raised or lost reason logged

6
Production

Passed to fabrication queue

The CRM Dashboard — Live Lead & Quotation View

Salespeople across all three brands log every enquiry here. Management sees conversion, pipeline value, and follow-up status in real time.

shivaglassgroup.digitaldarzee.app / crm / leads

● Live

Sales CRM — All Brands

All LeadsQuotationsWonLost
42

Active Leads
17

Quotes Sent
11

Won This Month
5

Lost / Dropped
Client / Project Brand Product Interest Salesperson Last Action Status
Arora Builders, Mohali Aluminio Sliding Door System, 8 units Rajiv K. Quote sent 2d ago Quote Sent
M/s Anand Interiors Treno Glass Railing, 120 rft Suresh M. Site visit done Negotiating
Gupta Residency Project Shiva Glass Toughened Glass, 18mm Amit D. Order confirmed ✓ Won
City Centre Mall, Ludhiana Aluminio UPVC Windows, 45 units Rajiv K. Follow-up due today Follow-Up
Sharma Residence, Phase 7 Treno Modular Wardrobe, 3BR Suresh M. Lost — budget issue Lost

HR & Payroll Dashboard — All Three Brands, One System

Employee records, daily attendance, leave management, and salary calculation — for every employee across Shiva Glass House, Treno, and Aluminio — managed in one place.

Attendance
Employees
Leave Requests
Payroll
68
Total Employees (All Brands)
61
Present Today
4
On Leave (Approved)
3
Absent / Unmarked
EmployeeBrandDeptTodayThis Month
Ramesh KumarShiva GlassFabrication✓ Present24/25 days
Sunil VermaTrenoInstallation✓ Present23/25 days
Harpreet SinghAluminioSales✗ Leave22/25 days
Deepak SharmaShiva GlassDispatch✓ Present25/25 days
Vikram YadavTrenoProduction✗ Absent20/25 days

How the System Was Built — Phase by Phase

This is an ongoing partnership — not a one-time delivery. Each phase added new capabilities as the team adapted to the system.

Phase 1 — Early 2024

Foundation: HR, Attendance & Payroll

Started with the highest-friction problem — manual HR across three entities. Built employee master, daily attendance, leave management, and salary calculation. First system the team used every day from week one.

Employee MasterAttendanceLeave ManagementPayroll Calculator

Phase 2 — Mid 2024

Sales CRM: Lead to Quotation to Order

Added the sales layer — lead capture, site visit logging, quotation generation (PDF), follow-up reminders, and won/lost tracking. All three brands’ salespeople now log every enquiry in the same system.

Lead CRMQuotation BuilderFollow-Up RemindersSalesperson Dashboard

Phase 3 — Late 2024

Production & Dispatch: Order to Delivery

Connected won orders to production scheduling. Each order entered a production queue visible to fabrication teams. Dispatch logged with delivery confirmation. Management saw order status end-to-end for the first time.

Production QueueFabrication LoggingDispatch & ChallanDelivery Confirmation

Phase 4 — 2025, Ongoing

Inventory, Reports & Management Dashboard

Raw material and profile inventory added across brands. Management dashboard built — owner sees all three brands’ pipeline, production status, HR summary, and outstanding on one screen. New modules added as needs arise.

Profile & Glass InventoryManagement DashboardCross-Brand ReportsOutstanding Tracker

Running Multiple Business Units Without a Shared System?

We’ve done this before. One session to map your brands, teams, and workflows — then we show you what a connected ERP looks like before any commitment.

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