Customer reference
FLXON
We are headquartered in Charlotte, N.C., and serve as an international industry leader for the flexographic and rotogravure printing industries in the U.S., Canada, Mexico and Latin America. We manufacture and distribute a range of products and expert solutions with a focus on print efficiency through advanced technology, a strong emphasis on quality and sustainability, and by acting as a trusted advisor to printers.
Industry
Location
Charlotte, North Carolina (U.S.), United States
Implemented by
Case study on Odoo
The context
Optimizing CRM and accounting to support international growth
FLXON is a manufacturing leader in flexographic and rotogravure printing, serving printers across the U.S., Canada, Mexico and Latin America from its headquarters in Charlotte, North Carolina.
Before the project, FLXON relied on CRM and accounting tools that did not fully support its growing international operations, leading to manual work, fragmented information, and limited visibility across customers, suppliers, and financial data.
The stakes were to secure reliable, real-time information on customers, sales, and finances, streamline internal processes, and give management the visibility needed to support continued expansion across the Americas.
Their needs
Stronger CRM and accounting foundations for a growing manufacturer
The client was looking to improve the management of their CRM and accounting to support their expansion, and turned to Captivea for an Odoo integration approach tailored to their specific objectives.
- Improve CRM management to better support relationships with printers across multiple countries.
- Strengthen accounting processes with a modern, integrated system based on Odoo.
- Centralize operational and financial data to reduce manual handling and inconsistencies.
- Get clarity on feasibility, budget, approach, and timeline before committing to a full deployment.
The proposed solution
A structured Odoo analysis to set your ERP project up for success
Captivea began the project with a complete analysis of FLXON's Odoo environment, organizing business discovery workshops by theme and stakeholder group to gain a deep understanding of their processes. This work produced detailed deliverable documents describing how Odoo Inventory, Purchase, Accounting, and CRM would be used, confirming feasibility, clarifying the implementation approach and timeline, and giving FLXON a solid budget and roadmap for their ERP evolution.
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 used in this project
All Odoo applications, activated at the pace of the client's needs.
Sales & CRM
Finance
The results
Benefits & Returns on investment
What the client gained, day after day, once the solution went live.
Time savings
- Centralized organization of financial documents
- Generate quotes in just a few clicks
- Share documents quickly
- Simplified supply management
- Automate intervention scheduling
Productivity gains
- Centralized management of leads and customers, increasing sales team efficiency
- Smoother order processing with real-time inventory 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 to help allocate resources to the most profitable projects
- Identification of additional needs through ticket analysis
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