The client's challenge
The client launched a new ERP project to support all existing organisational processes and replace the separate applications used for individual areas.
Project context and goals
The client's main activity is creating sophisticated design solutions.
Main project goals
- Track client enquiries from multiple sources through the complete process
- Create complex printing estimates quickly and easily to respond faster to existing and prospective clients.
- Comprehensive inventory management with minimum and maximum stock levels.
- Track and schedule manufacturing and work orders throughout production.
- Introduce production process controls
- Digitalise all processes currently outside ERP
Our solution
We extended standard Odoo Enterprise with a robust printing estimation module. It quickly handles product specifications and cost drivers across production phases and techniques. Completed estimates generate quotations containing the required client information in one click. A bill of materials is also created, awaiting acceptance; once confirmed, it launches a manufacturing order.
CRM tracks enquiries across all sales channels, linking them to estimates and quotations for immediate status visibility. Odoo inventory provides real-time stock figures and replenishes each warehouse using minimum and maximum stock rules.
A standard quality-control system is configured automatically by product type. Employee work is tracked by order, with feedback such as intermediate-product photos requested where needed.
Orders are scheduled by priority and available capacity, with Odoo recommendations for each new order. Processes previously handled manually or externally are integrated and digitalised.
Processes covered include:
- Creating and sending highly targeted newsletters using customer parameters tracked in Odoo.
- Centralised, automated marketing activity tracking through Social Marketing and Marketing Automation modules.
- Recruitment with a particular focus on internal training.
Business
benefits delivered
- Fast, timely responses to every client enquiry.
- Easy production launch after client approval.
- Transparent information across processes.
- Centralised business information in one system
- Production process control and monitoring