For years, a mid-sized wholesale company operated through a very manual manner. Their inventory, sales, and accounting functions were scattered across a number of different platforms with minimal integration, forcing the team into multiple software products, or sometimes only a quick fix with manually updated spreadsheets. Orders were delayed, client interaction was disjointed, and there was no visibility for management on real-time performance. This was the moment they decided their investment in an enterprise-wide solution would happen, and sought out an Odoo ERP consultant to help them.
Their goals were clear when they first contacted us: consolidate operations and allow for an automation of business processes, not only within departments but also across departments. But the pathway to achieve that outcome was not yet defined until our Odoo consulting services team arrived on site.
After a formal introduction, we began the process with a full business audit led by our Odoo functional consultants. During this phase, we worked to understand the company’s business processes, specifically how orders were taken, how inventory was tracked, how customers were contacted, and so on. We documented every department and carefully documented any pain points within their processes.
After we understood their core process areas, we developed a tailored Odoo implementation plan for the organization based on our findings. The objective was not only to install the software, but to integrate an ERP system to the way the business was actually operating. We assigned modules to the Odoo system in a way that made sense for their activities, from procurement through to billing.
However, strategy is not everything. We added to the technology consulting part of the engagement by delivering the platform with custom modules, automated tasks, and connected to external systems such as CRM, payments, and shipping APIs. We built custom dashboards to enable the leadership team to review an increased amount of live KPIs, with which the company never had before.
They also enjoyed continuous Odoo support. They had training sessions, minor bug fixing, and complete platform upgrades; along with the internal team we ensured they would never feel abandoned or forgotten. We also delivered a proactive support model to ensure they minimized downtime, helping to empower the internal teams to utilize the system.
In just three months they were realizing results:
Inventory visibility increased over 80%
Completed orders became 2x faster
Billing and reporting errors declined
Customer satisfaction increased
The whole platform was managed via one Odoo dashboard
The organization not only saved time and expenditures, but the organization achieved a productivity breakthrough that will allow it to scale.
This wouldn’t have happened without a blend of both functional and technical competence; both of which many general ERP consultants lack. Our approach was to blend understanding of end-user processes with advanced development capability—this was the differentiator.
For any organization considering Odoo, the software is indeed powerful; however, the strength of educational support is not in the technology itself, but rather in the implementation of the technology as well as the support provided after implementation. A trusted Odoo consultant does not just install modules, but walks you through the process of change, including customizing your experience and educating you on ongoing support that delivers results.
If your organization is operationally bottlenecked, experiencing manual chaos, or using disjointed technology, it might be time to initiate your Odoo transformation. Most importantly, the right consulting partner ensures that you embark on this journey in an organized, efficient, and profitable manner.