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Case Study for construction industry

About Client

For more than 15 years, A Trading Company has been offering a range of products for both B2B and B2C sectors. With creativity, a lot of effort, commitment, perseverance and a strategy that provides the customer with the greatest possible benefit, The Trading Company is attractive to both wholesalers and end customers. Today, the little helpers are used all over the world and receive enthusiastic recognition! Well-known seating furniture manufacturers now optionally equip their sofa sets with the anti-slip pads from the Trading Company. The Trading Company is responsible for the private customer, also for industry and trade.

The Challenge

The company’s software systems were managed as two separate companies in one system. This brought about difficulties because everything had to be done twice; the stock-keeping, manual reconciliations and the pricing of goods. This also had an impact on accounting as it could only be calculated roughly. The brand wanted to merge the two companies in one system so that there could be joint warehousing, automatic ordering, new, self-designable web shop presence and process-optimized workflows. Another key point for the Trading Company was it was extremely important to be able to transfer a large part of the legacy data into the new system.

Our Approach

We conducted a thorough analysis of the business processes and identified areas where an ERP system could provide the most value. We recommended a comprehensive solution that integrated all their operations, including logistics management, transportation management, inventory management, and finance management.

To ensure a successful implementation, we engaged stakeholders from all levels of the organization and developed a detailed project plan that addressed the unique needs of each business unit. We also provided extensive training to end-users and worked closely with the client’s IT team to ensure a smooth transition.

Our Solution

After identifying the need for a new system, the search for the right software began. The owner of the Trading Company, attended an Odoo Roadshow in November 2019. There he was introduced to Odoo and met with enthusiasm from Odoo Partner. After further critical examination, the owner decided to go in favour of the Odoo Partner as their implementation partner and Odoo as their software solution due to its modularity, adaptability and third-party app capabilities.

During the implementation, the main focus became using an approach that used as much of Odoo standard as possible. Here, communication and understanding of the company’s previous business processes and new objectives were very important. For this reason, the Odoo partner took a significant amount of preparation time for this.

This preparation time consistently showed that “complicated” ideas can be implemented just as well with Odoo standard, one of the many third-party apps available in the Odoo app store or a clean, company-specific adaptation. A big advantage of this approach, in contrast to custom in-house developments, is low implementation and maintenance costs. Where special requirements call for customer-specific extensions, The Odoo Partner made this possible with suitable extension technologies. For the Trading Company’s Odoo solution, a healthy mix of standard functionalities, company-specific developments and third-party apps were used.

After the clarifications and preparations in June 2020, the implementation took place from mid-July to December 2020. The implementation time was five months. Despite the limitations given in 2020, the project was still able to continue thanks to modern video technology. The go-live took place successfully at the beginning of 2021.

Key Results

As a company that is active in the supplies and equipment industry, one of the key Odoo apps for the Trading Company has been Manufacturing. There are many automations in Odoo, such as Reordering Rules, which automatically generate suggestions for reordering. This has been a real time saver for the company. Whilst the automation is great, The Trading Company also appreciates that Odoo also offers important manual intervention options, such as the ability to carry out manual ordering and adjust figures. Odoo also offers an automatic process for tricky requirements such as manufacturing your own products. This is particularly useful for bespoke offers.

One of the custom features implemented by the Odoo Partner team is warehousing for two companies, with access to orders both manually and via the Odoo, Amazon and eBay web shops. Functions that were not available in Odoo standard could be purchased via Odoo’s app store. Specifically, solutions for extended requirements of Amazon and eBay. The Odoo Partner was able to round off the processes with additional company-specific apps.

One of the aspects the Trading Company most enjoys about their new system is that even in these current times, Odoo shows its strengths. Users are able to access data at any time on a multitude of devices: tablet, smartphone, laptop or desktop. Odoo provides an instant overview and immediate actions are also possible – worldwide. For the Trading Company, this is how flexible working looks today.

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