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Solu 365 for managing orders, production and deliveries in industry

In manufacturing, both deliveries and production often follow structured, multi-phase processes. Customer-specific products, production batches and contractual deliveries progress from design to manufacturing, testing and final delivery.

Across these processes, information flows between multiple teams. Sales manages orders, engineering produces technical documentation, production is responsible for manufacturing, and operational teams oversee progress.

Each delivery and production process generates a large volume of information, including engineering documentation, production data, test reports, and customer-facing materials.

When information is scattered across systems and workspaces, managing the overall picture becomes challenging. Solu 365 brings together workspaces, documentation, and collaboration for deliveries and production in Microsoft 365, supporting end-to-end management across the entire lifecycle.

Typical starting point in deliveries and production

In industrial environments, new deliveries or production work often begin quickly after an order or contract is confirmed. A workspace is set up where collaboration related to the delivery or production begins.

In many organizations, workspaces are created manually, which leads to structures, permissions and document practices being defined case by case.

Over time, this results in situations where:

  • workspace structures differ between teams
  • engineering and production documentation is stored in multiple locations
  • information related to a single delivery is spread across folders
  • document versions and approval statuses are unclear
  • access for external partners varies between deliveries

Despite this, the underlying needs are largely similar. Teams typically require:

  • delivery- or production-specific workspaces
  • role-based access control
  • version management for technical documentation
  • a central location for production-related materials
  • integrations with ERP systems

Without a shared operating model, each delivery or production effort starts differently. Gaining a clear overview becomes more difficult, and managing deliveries and production slows down.

Teknologiateollisuus & Solu Digital

Solu 365 for initiating orders, production and deliveries

Solu 365 automates the initiation of orders, production and deliveries in Microsoft 365.

When a new delivery or production entity is created using a Solu 365 form, the solution automatically generates the correct workspace structure.

Solu 365 can create, for example:

  • a delivery- or production-specific Teams workspace
  • folder structures aligned with delivery or production phases
  • Planner Premium plans with tasks and schedules
  • standardized structures for technical documentation
  • document templates for reporting and delivery documentation
  • role-based access for internal teams and external partners
  • metadata for document classification

Core information such as order number, customer, product or delivery scope can be automatically imported from ERP systems.

The solution ensures that deliveries and production processes are launched with consistent structures and in line with the organization’s defined operating models.

Solu 365 for automating Teams group provisioning and project management

How Solu 365 streamlines industrial work

Solu 365 standardizes how deliveries and production are initiated and structured across the organization.

When all deliveries and production follow the same model, documentation and collaboration remain consistent regardless of the team or delivery scope.

Production and account managers no longer need to build workspaces from scratch. Instead, workspaces are created automatically with the correct structure, and all related materials are available in one place.

Management gains real-time visibility into ongoing deliveries, production processes, and their different stages.

Solu 365 helps organizations to:

  • accelerate the initiation of deliveries and production
  • standardize the management of technical documentation
  • improve the findability of engineering and production materials

The solution also supports secure collaboration with customers, suppliers and other external partners.

Key benefits of Solu 365 in industrial environments

Solu 365 introduces a controlled and scalable operating model for deliveries and production.

With the solution, organizations can:

  • launch work with a consistent structure
  • improve technical documentation management
  • align engineering and production collaboration
  • make information easier to find across lifecycle phases
  • strengthen collaboration with partners
  • enable better reporting and decision-making
  • improves visibility into ongoing deliveries and production processes

A unified structure also supports analytics, as information becomes comparable across different deliveries and production.

Typical use cases in manufacturing

Solu 365 is particularly useful for organizations looking to standardize how deliveries and documentation are managed.

Typical use cases include:

  • deliveries of customer-specific products
  • management of contractual deliveries
  • documentation for production batches and manufacturing
  • collaboration between engineering and production
  • management of delivery documentation and handover materials

The solution can also be part of a broader ecosystem where workspaces integrate with ERP systems and production data.

How Solu 365 initiates deliveries and production

Solu 365 automates the initiation process as follows:

  1. a new order, delivery or production is created using a Solu 365 form
  2. the solution automatically creates a Teams workspace
  3. folder and channel structures are generated based on lifecycle phases
  4. teams and partners are invited to the workspace
  5. documentation is stored in a consistent structure
  6. progress can be tracked through reporting views

A delivery or production lifecycle may include stages such as:

Quotation → Design → Manufacturing → Testing → Delivery → Documentation

Standardized ways of working reduce errors and improve efficiency across deliveries and production.

Solu 365 Wizard

References

Solu Digital has extensive experience in developing delivery, production and documentation management in industrial environments using Microsoft 365.

Solutions have been implemented for organizations such as:

Pesmel

Pesmel & Solu Digital

Improving delivery and operations management

→ Read more

Boliden

Increasing transparency in investment-related work

→ Read more

Sako

Managing projects and documentation in Microsoft 365

→ Read more

SSAB

Improving collaboration and information management in project work

→ Read more

Scania

Developing project work and documentation

→ Read more

These initiatives have focused on improving information accessibility, increasing transparency and standardizing ways of working on projects.

You can read more about developing management and collaboration in Microsoft 365 in our blog:

→ Automate project management with the Solu 365® tool

Explore the other features, deployment options, and pricing of Solu 365:

→ Explore Solu 365

Book a demo and see how Solu 365 works in industrial environments

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