Customer reference
Com-Pac Filtration
With a legacy spanning four decades, Com-Pac Filtration has consistently pioneered the forefront of packaged pool filtration innovation. Our state-of-the-art fiberglass housings and subterranean vaults encapsulate cutting-edge pumping and filtering designs, setting the benchmark in the pool industry. Discover simplicity, high efficiency, and unparalleled capability with Com-Pac systems, meticulously crafted to cater to your unique specifications, all proudly manufactured in Jacksonville, FL.
Industry
Location
Jacksonville, Florida (US), United States
Implemented by
Case on Odoo
The context
From legacy software to a secure, integrated ERP foundation
Com-Pac Filtration is a manufacturer based in Jacksonville, Florida (US), United States, specializing in packaged pool water filtration systems built on four decades of innovation.
Before the project, Com-Pac Filtration was operating on previous software that no longer matched the pace and complexity of its manufacturing and filtration projects, leading to fragmented information, manual workarounds, and limited end-to-end visibility across operations.
The stakes were to modernize their core systems without disrupting day-to-day manufacturing, secure a reliable platform for future growth, and give every stakeholder clear, real-time insight into production, stock, projects, and financial performance.
Their needs
A smooth, fully secured transition to Odoo ERP
The client chose Captivea for the implementation of Odoo ERP to ensure a smooth transition from their previous software to the new solution, leveraging our proven expertise and our ability to secure every step of the change.
- Be reassured about the feasibility of migrating from their existing tools to Odoo ERP.
- Validate that Captivea truly understood their manufacturing and pool filtration business before committing to the project.
- Confirm a realistic budget, scope, and implementation approach for the new Odoo environment.
- Clarify the project timeline and how each step of the transition would be handled and secured.
The proposed solution
A structured Odoo ERP rollout grounded in detailed upstream analysis
Captivea began by performing a complete analysis of Com-Pac Filtration's Odoo environment, with clear objectives: reassure the client on feasibility, demonstrate a precise understanding of their business, confirm the project budget, define how the rollout would be executed, and secure the overall timeline. Through themed business discovery workshops grouped by people and domains, Captivea documented processes, produced formal deliverables, presented them to stakeholders, and iterated based on feedback. On this foundation, Odoo ERP was deployed as the backbone of operations, using the selected apps across productivity, supply chain, manufacturing, human resources, services, finance, CRM, sales, documents, and events to streamline workflows and centralize data.
The first step of this project is to perform a complete analysis of the client's Odoo environment.
Analysis objectives
- To be reassured on the feasibility
- Show that we understood their business
- To confirm a budget
- To know and confirm how we will do it
- Know the timeline
Analysis processes
- Business discovery
- Workshops by theme / group of people / domains
- Create the deliverable documents
- Present it
- Handle feedback
Odoo apps deployed
The Odoo suite on this project
All Odoo applications, activated at the pace of the client's needs.
Sales & CRM
Website
Inventory & Manufacturing
Finance
Human Resources
Productivity
The results
Benefits & returns on investment
What the client gained, day after day, once the solution went live.
Time saving
- Centralized organization of financial documents
- Generate quotes in a few clicks
- Quick sharing of documents
- Simplified supply management
- Automation of intervention schedules
Productivity gain
- Centralized management of leads and customers, increasing sales team efficiency
- Smoother order processing with real-time stock tracking
- Clear visualization of performance and key indicators
- Quick access to employee information
Increase in sales
- Improved client satisfaction through faster project delivery
- Better time management that helps allocate resources to the most profitable projects
- Identification of additional needs through ticket analysis
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