Industrial Machinery & Equipment

Loos Machine & Automation

Colby, WI

Features: CAD2BOM Engineering - Job Costing - Project Management

See how Loos replaced disconnected systems and manual processes with Genius ERP to improve engineering workflows, estimating accuracy, project management, and financial reporting.

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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

Loos Machine & Automation

About

Based in Wisconsin in the American Midwest, Loos Machine & Automation designs and manufactures automated stainless steel equipment for food and beverage producers. Their systems are used across a wide range of food production environments, with a strong focus on dairy and cheese processing, where projects often involve highly customised equipment and demanding production requirements.

Industry

Loos works with manufacturers across several areas of food production, including dairy, cheese, meat and poultry, bakery, pizza, and fruit and vegetable processing. Much of their work is highly engineered and project-driven, with systems designed and built around individual customer requirements rather than standardised production.

Loos Machine & Automation employee working

Genius ERP Highlight

“Excel Estimator has improved not only the accuracy, but it’s also helped our win and conversion rates.”

Troy Kilty Sales
The Challenge

Loos outgrew their existing ERP system

As the business expanded, Loos began to outgrow the ERP system they had relied on for years. Critical areas of the operation — including engineering, estimating, purchasing, project management, and financial reporting — were supported by a mix of spreadsheets, manual processes, and disconnected systems.

The engineering team worked in SolidWorks, but manufacturing and purchasing bills of materials still had to be recreated manually. Estimating relied on custom Excel spreadsheets that required constant maintenance and internal review to maintain pricing accuracy.

Project management also lacked consistency. Timelines and project tracking were managed independently by each project manager using spreadsheets and informal communication, making it difficult to maintain visibility across long-term projects.

Financial reporting created additional complexity. With long lead times and phased revenue, revenue recognition and job costing relied heavily on manually assembled reports and spreadsheets, limiting real-time visibility into project performance and making financial decision-making more difficult.

Loos needed a manufacturing ERP system that could bring these processes together while still supporting the way the business operated.

Top requirements

CAD-driven bills of materials

Loos wanted to eliminate manual entry by automatically converting CAD data into accurate manufacturing and purchasing BOMs.

Faster, more reliable estimating

The company needed a more efficient estimating process built around real historical costs and operational data.

Stronger project and financial visibility

With large, long-lead projects running simultaneously, Loos needed clearer insight into budgets, labour, project status, and revenue recognition.

The solution

Connecting engineering, estimating, and project management

After reviewing several ERP options, Loos selected Genius ERP because of its manufacturing focus and ability to support existing operational processes. Rather than forcing standard workflows onto the business, the implementation team worked closely with Loos to tailor the system around how departments already operated.

One of the first major improvements came through CAD2BOM integration. Engineering information now moves directly from SolidWorks into Genius ERP, automatically creating accurate bills of materials for manufacturing and purchasing. This reduced manual data entry, lowered the risk of errors, and saved valuable engineering time.

Estimating also became more efficient with Genius Excel Estimator. Instead of relying on spreadsheets requiring constant updates, estimators can now build quotes using live ERP information and historical costing data. Quote turnaround times improved, pricing became more reliable, and teams gained greater confidence in estimate accuracy.

Genius ERP also brought more structure to long-term projects. Project managers can oversee multiple active projects from one system, monitor milestones and labour hours, track budgets, and identify risks earlier. Because estimating and project execution are connected inside the ERP, information flows more consistently between departments.

Financial reporting also became more manageable. Built-in revenue recognition tools simplified how Loos manages reporting across long-term projects, allowing revenue and project performance to be tracked continuously throughout the project lifecycle instead of waiting until month-end or period-end reporting.

Reporting across the organisation became faster and more dependable as well. With operational and financial data connected inside a single system, Loos gained stronger visibility into project trends, job performance, costs, and overall business performance.

Today, Loos is positioned to continue growing with greater confidence and control. Over the last five years, the company has expanded into additional markets and experienced continued growth. With improved visibility into operational performance, costs, and capacity, the business is better equipped to scale while continuing to support customers across the food manufacturing industry.

Loos Machine & Automation employee working
Key Features

Key tools used by Loos

All Features

Key features

cad2bom icon

CAD2BOM

Automatically converts SolidWorks CAD data into accurate manufacturing and purchasing BOMs, reducing manual work and improving accuracy.

CAD2BOM Engineering
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Excel Estimator

Builds faster, more accurate estimates using live ERP data and historical costing information, helping improve quote turnaround times and pricing confidence.

Quoting & Estimating
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Project Management

Provides better visibility into long-lead projects, budgets, labour, and revenue recognition within one connected manufacturing ERP system.

Production Management
Loos Machine & Automation employee working
Case studies

Manufacturers rely on Genius ERP every day

From businesses buying their first ERP system to manufacturers replacing outdated software, companies choose Genius ERP to improve visibility, keep production moving, and gain better control across their operations. See how they’ve done it.

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