Customer reference
Ascenta
Ascenta Automation operates in the industrial automation and engineering space. Based in Canada, they develop solutions that combine industrial automation, artificial intelligence and engineering services, all aimed at optimising manufacturing operations. Their focus is on helping manufacturers enhance efficiency through smart, technology-driven systems.
The context
From spreadsheets to an integrated ERP for automation projects
Ascenta is a Canadian industrial automation and engineering company that designs and delivers smart, technology-driven systems to help manufacturers optimise their operations.
Before Odoo, Ascenta ran its day-to-day activities in Excel, with each team relying on manual spreadsheets for projects, purchasing, inventory and finance, and no structured ERP to tie their information and processes together.
The stakes for Ascenta were to secure reliable project execution, reduce manual errors, and gain clear, real-time visibility into operations and profitability so they could scale their automation activities with confidence.
Their needs
From manual spreadsheets to structured, project-based operations
Ascenta wanted to move away from managing everything in Excel and put in place a properly computerised solution centred on project management, giving teams a clear, shared view of work in progress, resources, purchases and financials.
- Replace fragmented Excel files with a structured, centralised ERP backbone.
- Improve project management by tracking tasks, budgets and progress in one place.
- Automate recurring transactions to reduce manual entry and the risk of errors.
- Give management reliable, up-to-date information to steer operations and costs.
The proposed solution
Odoo as a project-centric ERP backbone for automation engineering
Captivea implemented Odoo as Ascenta's core ERP, beginning with a detailed analysis of their environment and ways of working, and then deploying Accounting, Sales, Inventory, Purchase, Project and Timesheet modules to automate transactions, centralise information and give teams real-time visibility into projects, costs and collaboration.
The first step of this project is to carry out a complete analysis of the client's Odoo environment.
Analysis objectives
- To be reassured about the feasibility
- To demonstrate that we understand their business
- To confirm a budget
- To know and confirm how we will execute it
- To define the timeline
Analysis processes
- Business discovery
- Workshops by theme / group of people / domains
- Create the deliverable 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 & return on investment
What the client gained, day after day, once the solution went live.
Time saving
- Automation of transactions, reduction of manual data entry
- Reduction of errors through automated processes
- Improved collaboration with integrated communication tools
- Automated project budget tracking
- Fast timesheet entry with an easy-to-use interface
Productivity gain
- Higher productivity for accounting teams by automating repetitive tasks
- Faster audits thanks to well-organised and easily accessible financial documents
- Real-time visibility into project progress to quickly fine-tune strategies
- Centralised documents and information for easier access
Increase in sales
- Better, more informed business decision-making
- Dependable financial forecasting
- Higher profitability by optimising costs and reducing budget overruns
- Improved customer loyalty through transparent, measurable tracking
- Stronger collaboration with partners
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