Customer reference
Ph Distribution
PH DISTRIBUTION, founded by Joffrey Hayoun and Gautier Poulain, is an independent distributor specializing in HVAC & renewable energy solutions, based in Noisy-le-Grand. With a warehouse of over 600 m², the company guarantees immediate availability and logistical responsiveness for its installer partners, offering real stock, competitive terms, fast technical support, and guidance on regulatory compliance (including CEE energy savings certificates). Its ambition is to become a leading independent player by helping partners increase margins, save time, and secure their projects.
The context
From growing HVAC distribution business to scalable digital operations
Ph Distribution is an independent HVAC and renewable energy distributor supporting installer partners with real stock, technical expertise and regulatory guidance from its base in Noisy-le-Grand in France.
Before the Odoo project, PH DISTRIBUTION managed its commercial activity, purchasing, inventory and accounting with fragmented tools and manual processes, making day-to-day operations and growth ambitions harder to secure and monitor.
The stakes were to structure the company for rapid growth, secure margins and cash flow, and give teams reliable, real-time visibility on stock, sales and finances while maintaining high service levels for installer partners.
Their needs
Structuring a fast-growing distributor with a single ERP
PH DISTRIBUTION wanted to move away from scattered tools and manual workarounds and centralize its commercial, stock and financial management in one integrated ERP that could support its growth ambitions.
- Implement a complete ERP foundation covering base products and contacts, sales and CRM, inventory and purchase, expenses and accounting in a single environment.
- Be reassured on the feasibility of the target solution and confirm a realistic budget before full deployment.
- Make sure Captivea really understood their HVAC and renewable energy distribution business and the way teams work on a daily basis.
- Clarify how the project would be delivered, with a clear roadmap and timeline validated by all stakeholders.
The proposed solution
An Odoo ERP built on a thorough analysis phase
Captivea France started with an in-depth analysis of PH DISTRIBUTION's Odoo environment, running business discovery workshops by theme and team, producing detailed deliverables, presenting them and handling feedback to confirm feasibility, budget, approach and timeline before deploying the Odoo ERP package across sales, CRM, inventory, purchasing, expenses and accounting.
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.
Finance
Human Resources
Marketing
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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