Customer reference
American Gas Safety
American Gas Safety LLC – USA's leading manufacturer of gas safety controls for Schools, Commercial Kitchens and Boiler Rooms.
The context
Optimising an existing Odoo environment for a growing gas safety manufacturer
American Gas Safety is a well-known manufacturer of high-quality gas safety systems, with over two decades of experience and internationally certified products supplied across the globe.
Before this project, American Gas Safety was already using Odoo but needed a more structured, expert-led approach to manage and enhance their environment so that it could keep pace with their diverse business activities and international growth.
The objective was to secure a reliable, scalable Odoo foundation that would support efficient day-to-day operations, give management clear visibility over activities, and ensure that future improvements could be planned, budgeted and delivered with confidence.
Their needs
Clarifying expectations and firming up their Odoo roadmap
American Gas Safety wanted their Odoo environment to be professionally reviewed and managed so they could be confident about its feasibility, costs, timelines and alignment with the way they actually run their business.
- Gain assurance on the feasibility of optimising and expanding their Odoo environment.
- Ensuring their implementation partner clearly understood their business, processes and constraints.
- Confirm a realistic budget and timeline for improvements and subsequent phases.
- Know exactly how the project would be executed, with documented steps and clearly defined shared deliverables.
The proposed solution
A structured analysis of their Odoo ERP as the starting point
Captivea USA began the collaboration with a complete analysis of American Gas Safety’s Odoo ERP, organising business discovery workshops by theme and stakeholder group, documenting the findings in formal deliverables, presenting them to the teams, and integrating feedback to define how Inventory, Purchase, Sales and Invoicing would be enhanced and managed going forward.
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
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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