Customer reference
vision21 Solutions
We offer a comprehensive selection of technology solutions, including laptops, desktops, tablets, Chromebooks, TVs, digital signage, and video walls. We partner with you to understand your vision and deliver the perfect solution for your needs.
Industry
Location
Raleigh, North Carolina (US), United States
Implemented by
Case on Odoo
The context
From fragmented tools to a centralized IT equipment lifecycle
vision21 Solutions is a technology company specialized in providing customized IT solutions for businesses and educational institutions, supporting their clients from needs analysis through strategic planning and risk management.
Before the project, vision21 Solutions managed equipment distribution, configuration, returns, repair, refurbishment, rental, and resale across multiple tools, which made it harder to consolidate information and align day-to-day operations with the real complexity of their business.
The stakes were to bring every stage of the IT equipment lifecycle into a single, coherent system, reduce manual work, gain real-time visibility on stock and services, and free up the team to focus on growth and innovation rather than administrative tasks.
Their needs
Structuring every IT activity in one ERP
vision21 Solutions wanted to deploy Odoo ERP with Captivea to structure and centralize all their IT activities, from equipment distribution and configuration to returns management, repair, refurbishment, rental, and resale, in a single system aligned with the reality of their business.
- Unify all operations related to IT equipment distribution, configuration, rental, repair, and resale in one platform.
- Eliminate scattered tools and manual re-entry by centralizing information flows across departments.
- Gain reliable, real-time visibility on stock levels, repairs, and rentals to improve day-to-day decision-making.
- Implement a scalable, flexible system that can adapt to new services and support the company’s future growth.
The proposed solution
An Odoo ERP foundation built on detailed business analysis
Captivea USA began the project with a complete analysis of vision21 Solutions’ Odoo environment through business discovery and themed workshops, then formalized deliverables and handled feedback before deployment. On this foundation, Odoo ERP was implemented as the central system, with apps for Inventory, Purchase, Quality, Repair, Sales, CRM, Rental, Accounting, Website Builder, and Helpdesk to automate transactions, centralize customer information, streamline support and repair flows, and provide real-time stock tracking and simplified product version management.
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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