Customer reference
Helios Service Partners
Helios Service Partners is a leading national provider of commercial mechanical services, specializing in multi-site client needs across 40 states (and expanding). They offer a comprehensive range of services including installations, replacements, preventative maintenance programs, and 24/7 emergency support. Helios prides itself on being a 100% self-performing provider, handling everything in-house from HVAC and plumbing to refrigeration and food & beverage equipment.
The context
Rapidly expanding mechanical services with growing accounting complexity
Helios Service Partners is a leading national provider of commercial mechanical services, specializing in multi-site client needs across 40 states and handling everything in-house from HVAC and plumbing to refrigeration and food & beverage equipment.
Before the project, Helios managed its accounting with processes that were not fully centralized or automated, leading to repetitive tasks, manual data entry and limited visibility across their expanding operations and multi-site activities.
The stakes were to secure reliable, scalable financial management for a fast-growing, multi-state mechanical services provider, with consistent data, timely reporting and the ability to support 24/7 operations without adding unnecessary administrative burden.
Their needs
A centralized and efficient accounting backbone for a national services leader
Helios wanted an ERP-driven accounting solution that would meet its accounting management requirements and ensure more efficient, centralized and automated financial operations.
- Centralized accounting processes across their multi-site operations
- Reduction of manual financial data entry and repetitive administrative tasks
- Reliable, timely financial information to support day-to-day and 24/7 service activities
- Clear, consolidated visibility on costs, margins and overall financial performance
The proposed solution
A dedicated Odoo ERP accounting environment built on in-depth analysis
Captivea USA began the project with a complete analysis of Helios Service Partners’ Odoo environment through business discovery and themed workshops, then delivered an Odoo ERP solution focused on Finance and Accounting. This approach reassured Helios about feasibility, clarified the budget, timeline and implementation steps, and resulted in centralized financial data, automated transactions and streamlined document 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.
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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