Customer reference
FLXON
We are headquartered in Charlotte, N.C., serving as an international industry leader for the flexographic and rotogravure printing industries in the USA, Canada, Mexico and Latin America. We manufacture and distribute an array of products and expert solutions with an emphasis on print efficiency through advanced technology, focused concentration on quality and sustainability, and being a trusted advisor to printers.
Industry
Location
Charlotte, North Carolina (US), United States
Implemented by
Case on Odoo
The context
Optimizing CRM and accounting to support international growth
FLXON is a manufacturing leader in flexographic and rotogravure printing, serving printers across the USA, Canada, Mexico and Latin America from its headquarters in Charlotte, North Carolina.
Before the project, FLXON relied on CRM and accounting tools that did not fully support its growing international operations, leading to manual work, fragmented information and limited visibility across customers, suppliers and financial data.
The stakes were to secure reliable, real-time information on customers, sales and finances, streamline internal processes and give management the visibility needed to support continued expansion across the Americas.
Their needs
Stronger CRM and accounting foundations for a growing manufacturer
The client was looking to improve the management of their CRM and accounting to support their expansion, and turned to Captivea for an Odoo integration approach tailored to their specific objectives.
- Improve CRM management to better support relationships with printers across multiple countries.
- Strengthen accounting processes with a modern, integrated system based on Odoo.
- Centralize operational and financial data to reduce manual handling and inconsistencies.
- Be reassured on feasibility, budget, approach and timeline before committing to a full deployment.
The proposed solution
A structured Odoo analysis to secure a successful ERP project
Captivea began the project with a complete analysis of FLXON's Odoo environment, organizing business discovery workshops by theme and stakeholder group to deeply understand their processes. This work produced detailed deliverable documents describing how Odoo Inventory, Purchase, Accounting and CRM would be used, confirming feasibility, clarifying the implementation approach and timeline, and giving FLXON a solid budget and roadmap for their ERP evolution.
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
Finance
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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