Customer reference
Bowman XRF
Bowman XRF, a global leader in precision XRF coating measurement systems, provides unparalleled support to customers worldwide. As a trusted partner, Bowman works with clients throughout the entire lifecycle of their XRF system, from evaluation and selection to commissioning, maintenance, and modernization.
Industry
Manufacturing
Location
Schaumburg, Illinois (US), United States
Implemented by
Case on Odoo
The context
From growing global demand to streamlined XRF operations
Bowman XRF is a global leader in precision XRF coating measurement systems, partnering with customers worldwide throughout the lifecycle of their XRF equipment.
Before the project, Bowman XRF managed global XRF system sales and finance with fragmented tools and processes, making it difficult to handle high-volume inventory efficiently and maintain a clear, real-time view of operations.
The priority was to support global growth with reliable order fulfilment, accurate financial tracking, and optimized inventory management, while giving teams the visibility they needed to keep XRF systems running smoothly for customers worldwide.
Their needs
A robust ERP to support global XRF system sales
Bowman XRF needs Odoo, a robust ERP solution, to optimize global XRF system sales and finance while efficiently managing high-volume inventory across their operations.
- Centralize sales, inventory, purchasing, and finance in a single ERP platform.
- Ensure high-volume inventory is managed efficiently to support global XRF system demand.
- Improve the reliability and speed of financial and sales processes linked to XRF system orders.
- Gain better operational visibility to support decision-making and future growth.
The proposed solution
An Odoo foundation tailored to Bowman XRF’s manufacturing flows
Captivea USA implemented the Odoo ERP system for Bowman XRF, beginning with a comprehensive analysis of their environment, then deploying tightly integrated Supply Chain, Inventory, Manufacturing, PLM, Purchase, Maintenance, and Sales modules with customizations via Odoo Studio, as well as Finance with Accounting and Invoicing, to automate business processes, centralize information, and optimize purchasing and inventory 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 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
Inventory & Manufacturing
Finance
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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