Customer reference
QleanAir Scandinavia Inc
QleanAir specializes in air quality solutions. Their expertise lies in understanding the significant influence clean air has on human health, product quality, and efficient operations. Recognizing the importance of clean air for peace of mind, QleanAir meticulously analyzes a client's specific needs to design unrivaled air purification systems.
Industry
Location
Plain City, Ohio (US), United States
Implemented by
Case on Odoo
The context
A growing air quality specialist seeking a reliable ERP backbone
QleanAir Scandinavia Inc is a Health/Social company based in Plain City, Ohio that specializes in air quality solutions and designs air purification systems tailored to each client's needs.
Before the project, QleanAir Scandinavia was looking to improve operational efficiency and did not yet have the reliable, integrated ERP system they needed to support their supply chain, services, and finance activities end-to-end.
The stakes were to secure a robust operational foundation, streamline day-to-day processes, and gain the visibility and control needed to support growth while allowing teams to stay focused on delivering high-quality air purification solutions.
Their needs
A reliable ERP to streamline operations and support growth
To improve operational efficiency, QleanAir Scandinavia is seeking a reliable ERP system like Odo. To guarantee a seamless implementation, they've partnered with Captivea, a company recognized for its expertise in ERP integration.
- Be reassured on the feasibility of implementing Odoo ERP for their business.
- Make sure Captivea truly understands their air quality business and operational specificities.
- Confirm a realistic budget and clear implementation approach before moving forward.
- Know and validate the project timeline, including key steps and expected outcomes.
The proposed solution
A complete analysis of the Odoo environment to secure implementation success
Captivea first performed a complete analysis of QleanAir Scandinavia's Odoo environment through business discovery workshops by theme, groups of people, and domains, then created and presented detailed deliverable documents, handled feedback, and prepared the deployment of Odoo ERP with Inventory, Manufacturing, Purchase, Project, Timesheet, Helpdesk, Accounting, Invoicing, Sales, and Odoo Studio to centralize information, save time, and optimize operational 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
Inventory & Manufacturing
Finance
Productivity
Technical
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
Does your project look like this one?
Let's discuss your challenges with an expert in your industry.