Customer reference
American Gas Safety
American Gas Safety LLC USA's leading manufacturer of gas safety controls for Schools, Commercial Kitchens and Boiler Rooms.
The context
Optimizing an existing Odoo environment for a growing gas safety manufacturer
American Gas Safety is a renowned manufacturer of high-quality gas safety systems with over two decades of experience and internationally certified products distributed worldwide.
Before this project, American Gas Safety was already running Odoo but needed a more structured, expert-led approach to manage and evolve their environment so it could keep pace with their diverse business activities and international growth.
The stakes were to secure a reliable, scalable Odoo foundation that would support efficient day-to-day operations, give management clear visibility over activities, and ensure that future improvements could be planned, budgeted and delivered with confidence.
Their needs
Clarifying expectations and securing their Odoo roadmap
American Gas Safety wanted their Odoo environment to be professionally reviewed and managed so they could be confident in its feasibility, costs, timelines and alignment with how they actually run their business.
- Be reassured on the feasibility of optimizing and expanding their Odoo environment.
- Ensure their integrator clearly understood their business, processes and constraints.
- Confirm a realistic budget and timeline for improvements and future phases.
- Know exactly how the project would be carried out, with documented steps and shared deliverables.
The proposed solution
A structured analysis of their Odoo ERP as a starting point
Captivea USA began the collaboration with a complete analysis of American Gas Safety’s Odoo ERP system, organizing business discovery workshops by theme and stakeholder group, documenting the findings in formal deliverables, presenting them to the teams, and integrating feedback to define how Inventory, Purchase, Sales and Invoicing would be enhanced and managed going forward.
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 faisability
- 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 deliverables 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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