Customer reference
ADNET GROUP
Adnet Group is a Puerto Rico-based company with over 18 years of experience in developing customised web solutions. It supports businesses of all sizes in building their online presence, offering services such as professional web design, managed hosting, e-commerce, e-learning platforms, virtual offices, as well as VoIP/PBX telephony and corporate email solutions.
With recognised expertise in the United States, Latin America and Puerto Rico, Adnet Group combines strategy, design and technical support to help its clients stand out from the competition.
Industry
Location
Puerto Rico (US), United States
Implemented by
Case on Odoo
The context
Integrating a growing subscription business into a single, reliable platform
ADNET GROUP is an IT/Communication specialist based in Puerto Rico (US), United States, with over 18 years of experience delivering customised web solutions, from professional websites and hosting to e-commerce, e-learning platforms, virtual offices, VoIP/PBX telephony and corporate email services.
Before the Odoo project, Adnet Group was running a subscription-based business model without a unified system to manage recurring billing, online payments and tax rules end to end. Key information was spread across different tools, and payment automation, subscription lifecycles and tax handling required manual work and checks, making it harder to secure billing processes and to scale efficiently.
The stakes for Adnet Group were to secure and streamline their recurring revenue model, reduce manual intervention in subscription billing, and gain reliable, centralised control over payments and tax management so they could support growth while maintaining accuracy and customer trust.
Their needs
Structuring subscription management and billing in one Odoo ERP
Adnet Group chose Captivea to implement Odoo ERP in order to integrate their subscription-based model into a single, reliable platform, automate payments through Authorize.net, secure recurring billing and improve their tax management.
- Integrate their subscription-based model into a single, reliable Odoo platform.
- Automate payments through Authorize.net instead of handling them manually.
- Secure and streamline recurring billing for all their subscription services.
- Improve and centralise tax management in line with their subscription invoicing.
The proposed solution
A tailored Odoo ERP, designed around subscriptions and recurring billing
Captivea began the project with a thorough analysis of ADNET GROUP’s Odoo environment, conducting business discovery workshops by theme and user group to understand their subscription flows, payment needs and tax requirements. Based on this, they prepared detailed deliverables, finalised the budget and timeline, and implemented a tailored Odoo ERP using apps such as Knowledge, Dashboard, Accounting, Sign, Sales, Subscriptions and Helpdesk. The solution automates quotations, invoices and electronic signatures, centralises information in a single database, and provides key indicators at a click for real-time monitoring of subscriptions, financial performance and service quality.
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
Finance
Productivity
The results
Benefits & Returns on investment
What the client gained, day after day, once the solution went live.
Time saving
- Centralised organisation of financial documents
- Generate quotes in a few clicks
- Quick sharing of documents
- Simplified supply management
- Automation of intervention schedules
Productivity gain
- Centralised management of leads and customers, increasing sales team efficiency
- Smoother order processing with real-time stock tracking
- Clear visualisation 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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