Customer reference
ALPS Automation SA
Electrical engineering services through the realisation of custom projects in Switzerland and overseas. Expertise in industrial processes and control systems to deliver end-to-end industrial and building automation solutions, covering both hardware and software, without the need for subcontracting (a single point of contact throughout the engagement).
Industry
Location
Vouvry, Switzerland
Implemented by
Case on Odoo
The context
Optimising an existing Odoo ERP for industrial automation
ALPS Automation SA provides electrical engineering services and industrial automation solutions for customers in Switzerland and overseas, managing hardware and software projects as a single point of contact.
Before this project, ALPS Automation was already using Odoo, but the system had expanded over time without a comprehensive review of how it supported their industrial automation activities. Some processes still relied on manual data entry, spreadsheets and repetitive tasks, and the existing Odoo setup did not yet deliver the desired level of automation, integration and visibility across finance, supply chain, projects and human resources.
For ALPS Automation, the key objective was to secure a reliable, scalable ERP foundation that reflected their real business processes, reduced time spent on repetitive tasks, and improved control over projects, inventory and billing, so they could maintain on-time delivery, cost control and high client satisfaction.
Their needs
Clarifying expectations and aligning Odoo with real processes
ALPS Automation, already using Odoo, asked Captivea to support them in optimising the use of their software so that it better matched their industrial automation business and day-to-day operations.
- To be reassured on the feasibility of the project and the proposed improvements to their Odoo environment.
- To ensure that their partner truly understood their business, processes and industrial automation constraints before making changes.
- To confirm a realistic budget and a clear, phased approach for optimising Odoo and automating key processes.
- To know and validate how the work would be done and on what timeline, with transparent planning and follow-up.
The proposed solution
A structured analysis of the existing Odoo environment
Captivea began by performing a complete analysis of ALPS Automation’s Odoo environment, combining business discovery and themed workshops with different teams to understand their processes in detail. This work produced clear deliverable documents describing how to optimise and extend the use of core Odoo apps such as Accounting, Invoicing, Documents, Inventory, Purchase, Employees, Time Off, Project, Timesheet and Odoo Studio. By presenting the analysis, handling feedback and refining the plan, Captivea helped ALPS Automation move towards an Odoo setup that automates repetitive tasks, streamlines billing and quoting, improves inventory management and provides better visibility on projects and employee timesheets.
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
Productivity
Technical
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, enhancing 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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