Customer reference
Aqua Treatment Service, Inc
We are a passionate team driven by innovation. We create cutting-edge products designed to empower small and medium-sized businesses by solving their unique business challenges and optimising their performance.
Industry
ManufacturingLocation
Mechanicsburg, Pennsylvania (US), United States
Implemented by
Case on Odoo
The context
Optimising Odoo for a growing water treatment manufacturer
Aqua Treatment Service Inc. is a Manufacturing - Water Treatment Service company based in Mechanicsburg, Pennsylvania (US), United States, using Odoo ERP to support its operations and long-term strategy.
Before this project, the client had already implemented integrated management software with Odoo ERP to improve operational efficiency and meet strategic objectives, but their environment had evolved and they needed expert guidance to review the setup, secure performance, and structure future improvements.
The goal was to make sure Odoo reliably supported day-to-day operations, provided trustworthy data for decision-making, and could scale with the business while keeping costs, timelines, and risks under control.
Their needs
Clear direction and confidence in their Odoo ERP environment
The client wanted their integrated management software to be fully aligned with their operational reality, with Captivea acting as a trusted manager of their Odoo environment to guarantee optimal performance, support, and a structured roadmap for the next steps.
- Gain reassurance about the feasibility of their Odoo optimization project and the proposed approach.
- Confirm that their partners truly understood their business, processes and constraints.
- Validate a realistic budget, roadmap and timeline for the improvements to come.
- Know in detail how the work would be carried out and governed, and what results to expect at each stage.
The proposed solution
A structured Odoo environment analysis and business discovery approach
Captivea began by conducting a complete analysis of the client’s Odoo environment, then led themed business discovery workshops by group and domain to map processes, identify gaps and opportunities for improvement, create clear deliverable documents, present the findings and manage feedback, laying the groundwork to optimise Odoo across supply chain, finance, services, human resources and custom developments.
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
Odoo apps deployed
The Odoo suite on this project
All Odoo applications, activated at the pace of the client's needs.
Sales & CRM
Website
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
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