Customer reference
Onesto Payments
Onesto Payments is a company specializing in credit card payment processing and the provision of point-of-sale (POS) systems for small businesses. Founded on principles of honesty and transparency, it aims to correct misleading industry practices by offering simple, transparent, and affordable pricing plans. The company helps its clients reduce payment processing costs with fixed or volume-based rates, without markup on interchange fees, and provides guidance to select the most suitable POS system for their needs.
Industry
Location
Jamesburg, New Jersey (US), United States
Implemented by
The context
Scaling transparent payment services with a more efficient back office
Onesto Payments is a specialist in credit card payment processing and point-of-sale (POS) systems for small businesses, built on principles of honesty, transparency and simple, affordable pricing plans.
Before the Odoo ERP project, Onesto Payments managed its growing portfolio of merchants and POS services without an integrated system, relying on disparate processes that made it harder to maintain a clear, unified view of pricing plans, contracts and day-to-day operations.
The stakes were to maintain the company’s commitment to transparency while controlling payment processing costs, supporting small business clients more efficiently and keeping internal operations aligned with simple, easy-to-understand offers.
Their needs
An ERP foundation that supports transparent, affordable payment services
Onesto Payments wanted an ERP platform that would reflect its values of honesty and transparency, simplify internal processes and make it easier to manage payment plans and POS services for small business clients.
- Centralize key operational data in a single, consistent ERP system.
- Support simple, transparent and affordable pricing plans without adding complexity to internal workflows.
- Better manage payment processing and POS services for a growing base of small business clients.
- Gain clearer visibility on activities and costs to keep offers competitive and transparent.
The proposed solution
An Odoo ERP core to streamline payment and POS operations
Captivea USA implemented Odoo ERP as the central system for Onesto Payments, helping to structure and streamline the processes behind payment processing and POS services so the company can manage client accounts, offers and internal workflows with greater clarity and consistency.
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 feasibility
- 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 deliverable 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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