Industrial Machinery & Equipment

Loos Machine & Automation

Colby, WI

Features: CAD2BOM Engineering - Job Costing - Project Management

Learn how Loos Machine & Automation replaced manual processes with Genius ERP to improve engineering, estimating, project management, and financial visibility.

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Ultimately, it came down to their ability to custom integrate within our overall processes. Genius really was a step above the rest.

Eric Mertens
President
About the Company

The company

About

Loos Machine & Automation designs and manufactures automated stainless steel equipment for the food and beverage industry. Their systems are used across a wide range of food production environments, with a strong focus on dairy and cheese processing.

Industry

Loos serves customers across several food manufacturing segments, including dairy and cheese, meat and poultry, pizza and bakery, and fruit and vegetable processing. Their work is highly engineered and project-based, with each system built to customer specifications.

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Genius ERP Highlight

“Ultimately, it came down to their ability to custom integrate within our overall processes. Genius really was a step above the rest.”

Eric Mertens President
The Challenge

The challenge

As Loos grew, they quickly realised their existing ERP system could no longer support the complexity of their operation. Engineering, estimating, purchasing, project management, and financial reporting relied on manual work and disconnected tools.

The engineering department used SolidWorks, but bills of materials still had to be recreated manually for manufacturing and purchasing. Estimating was handled using custom Excel spreadsheets that required constant maintenance and review. Project timelines lived in spreadsheets and informal check-ins, with each project manager tracking their own projects independently.

From a financial standpoint, long-lead, project-based work added another layer of complexity. Revenue recognition and job costing required multiple reports and manual spreadsheet work, which limited visibility and made real-time decision-making difficult.

Loos needed an ERP system that could tie these pieces together — without forcing them into rigid workflows that didn’t match how they operate.

Top requirements

CAD-driven bills of materials

Loos needed a way to convert CAD data into accurate, usable bills of materials without manual re-entry.

More accurate, efficient estimating

Loos needed to streamline their quoting and estimating process, using real historical data, to improve turnaround times and accuracy.

Better control over projects and financials

With long lead times and project-based orders, Loos needed clearer visibility into project status, budgets, labour, and revenue recognition — all in one system.

The solution

The solution

After evaluating several options, Loos chose Genius ERP for its manufacturing-first design and its ability to integrate with their existing processes. From the outset, the Genius team focused on understanding how Loos operates, tailoring demonstrations and implementation to reflect real-world workflows.

One of the most immediate improvements came from CAD2BOM. Engineering data now flows directly from SolidWorks into Genius ERP, automatically generating accurate bills of materials for production and purchasing. This eliminated manual BOM entry, reduced errors, and cut engineering and data entry time.

Estimating also improved dramatically with Genius Excel Estimator. Instead of relying on manually maintained spreadsheets, Loos can now build estimates using real historical costs and live data from the ERP. This has shortened quote turnaround times, improved accuracy, and increased confidence in pricing without requiring multiple internal reviews.

On the project management side, Genius ERP brought structure and visibility to complex, long-lead projects. Project managers can now view multiple projects at once, track milestones, monitor budgets and labour hours, and identify at-risk jobs earlier. Information from estimating flows directly into project execution, reducing rework and improving continuity.

From a financial perspective, built-in revenue recognition has simplified how Loos tracks and reports revenue. Revenue can be monitored throughout the life of a project rather than waiting until period-end, improving visibility, accuracy, and reducing the need for spreadsheets.

Across the organisation, reporting and analytics have become faster and more reliable. With live data flowing through a centralised system, Loos has greater confidence in their numbers and better insight into job performance, project trends, and overall financial health.

With Genius ERP in place, Loos is well-positioned for continued growth. Over the past five years, the company has expanded into new markets and experienced strong growth. With better visibility into costs, capacity, and performance, they can continue to innovate, scale, and support their customers with confidence.

Loos Machine & Automation employee working
Key Features

Key features

All Features

Key features

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CAD2BOM Integration

Automatically converts SolidWorks CAD data into accurate bills of materials for production and purchasing, reducing manual work and improving data accuracy.

CAD2BOM Engineering
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Excel Estimator

Uses real historical data and live costs to create faster, more accurate estimates — improving quote turnaround times and confidence.

Quoting & Estimating
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Project Management

Provides clear visibility into long-lead projects, budgets, labour, and revenue recognition, all within a single system.

Production Management
Loos Machine & Automation employee working
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