Customer reference
XtractorDepot
Xtractor Depot is the undisputed leader in materials processing equipment, services, and supplies. Pioneering the one-stop-shop model for extractions, they take pride in offering an unparalleled selection of products, competitive value, and unmatched industry expertise. With three convenient locations across Southern California and Oklahoma, Xtractor Depot is the trusted processing equipment partner for businesses throughout the USA.
Industry
Location
Commerce, California (US), United States
Implemented by
Case on Odoo
The context
Scaling a specialized manufacturing leader with an integrated ERP
XtractorDepot is a leading manufacturer and distributor of chemical processing and extraction equipment, serving businesses across the USA from its locations in Southern California and Oklahoma.
Before the project, XtractorDepot’s growing operations relied on tools and processes that were not fully connected, which made it harder to follow orders end-to-end, keep inventory synchronized, and manage financial information with the speed and accuracy the business required.
The stakes were to streamline day-to-day operations, gain reliable, real-time visibility into inventory and production, and put in place a system that could scale with XtractorDepot’s continued growth in the processing equipment market.
Their needs
A flexible ERP to streamline growth and centralize operations
Xtractor Depot needed a software solution to streamline its business operations. They chose Odoo ERP for its flexibility and partnered with Captivea for implementation and support.
- Implement a single, integrated ERP platform to manage core business processes from purchasing to delivery.
- Centralize financial and accounting information instead of relying on scattered data and manual reconciliations.
- Provide real-time, reliable visibility into inventory and manufacturing to support better supply and production decisions.
- Improve collaboration between teams so that customer requests, sales activities, and internal operations are tracked consistently in one place.
The proposed solution
A scalable Odoo ERP foundation tailored to XtractorDepot’s operations
Captivea began with a complete analysis of XtractorDepot’s Odoo environment, aligning on feasibility, budget, approach, and timeline through focused business discovery workshops and documented deliverables. Building on this, they implemented Odoo ERP with the Inventory, Manufacturing, Purchase, Accounting, Helpdesk, and CRM applications to connect supply chain, production, services, and finance. The result is a centralized, scalable system that saves time, reduces errors, optimizes inventory, and supports better decision-making across the company.
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
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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