Customer reference
Edge Door and Hardware
Edge Door and Hardware places a strong emphasis on the importance of high-quality doors and hardware for commercial buildings. The company offers clients top-tier products and expert services. Certified technicians handle the installation and maintenance of automatic door operators with only the best materials. Moreover, the company’s emergency services ensure assistance is always available when needed.
Industry
Location
Central City, Kentucky (US), United States
Implemented by
Case on Odoo
The context
Commercial door specialist looking to streamline operations and service
Edge Door and Hardware supplies and installs high-quality commercial doors and hardware, providing expert services and certified technicians to customers across Central City, Kentucky (US), United States.
Before the Odoo ERP project, Edge Door and Hardware relied on separate tools and manual workflows to manage sales, installation projects, inventory and emergency service interventions. Information was scattered, coordination between teams was more difficult, and it was harder to keep a clear overview of orders, materials and ongoing jobs.
The stakes for Edge Door and Hardware were to protect its reputation for reliability, keep emergency services responsive, and ensure that customers received the right doors, hardware and maintenance at the right time, all while controlling costs and supporting future growth.
Their needs
A robust, unified ERP backbone for a growing service business
Edge Door and Hardware wanted a modern ERP system that could centralize their core activities in one place, from quoting and ordering to installation scheduling, inventory control and after-sales service, so teams could work with consistent information and spend less time on manual follow-up.
- Centralized management of commercial door orders, installations and service jobs in a single system.
- Better visibility on stock and hardware availability to support accurate quotations and fast interventions.
- Simplified coordination between sales, technicians and administration around each customer project.
- Reliable, consolidated data to support day-to-day decisions and longer-term planning.
The proposed solution
An Odoo ERP platform tailored to commercial doors and service
Captivea USA implemented Odoo ERP as Edge Door and Hardware’s central platform, connecting their sales, project and service activities with purchasing and stock management so that teams share the same information and can follow each job from initial request through installation and ongoing maintenance.
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
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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