Customer reference
Paragon Wide Format
Paragon Visual offers businesses, organizations, and educators a variety of large format printing options. We use modern printing technology and a wide range of materials to help you create impactful visuals. Plus, we can help you save money by allowing you to do your own printing in-house. We provide excellent customer service throughout the entire process, from choosing the right equipment to troubleshooting any issues. At Paragon Visual, we want you to be successful with your printing projects.
Industry
Location
Titusville, Florida (US), United States
Implemented by
Case on Odoo
The context
Migrating a growing print business to the latest Odoo version
Paragon Wide Format is a wholesale and retail printing specialist that offers businesses, organizations, and educators a wide range of large format printing options using modern printing technology and materials.
Before working with Captivea, Paragon Wide Format was already running Odoo, but their environment needed to be assessed and updated. They were operating on an older setup and wanted to migrate to the latest version of Odoo without disrupting their day-to-day operations, keeping their financial and sales processes reliable during the transition.
The stakes for Paragon Wide Format were to secure a smooth migration to the latest Odoo version, protect business continuity for their printing services, and gain a clear, trusted view of their financial and sales data so they could keep serving customers efficiently and plan future growth with confidence.
Their needs
Clarifying the migration path to a modern Odoo environment
The client requires Captivea’s expertise to assess their existing system and facilitate the migration to the latest version of Odoo.
- Be reassured on the feasibility of migrating their current Odoo environment.
- Ensure Captivea clearly understood their printing business and existing processes before changing anything.
- Confirm the project budget and migration timeline for the move to the latest Odoo version.
- Define and validate a detailed migration approach so everyone knew how the transition would be carried out.
The proposed solution
A structured Odoo analysis to prepare a safe migration
Captivea began the project with a complete analysis of Paragon Wide Format’s Odoo environment, combining business discovery workshops by theme and user groups with the creation and presentation of detailed deliverable documents. This structured analysis clarified feasibility, budget, and timeline, and prepared the implementation of Odoo Accounting and Sales as a single, integrated solution to centralize financial documents and automate sales processes.
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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