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Customer reference

Blue Inc USA

Blue Inc, USA stands out as a manufacturer in the United States, offering an extensive range of products and capabilities to exceed customer expectations. With more than 20 years of industry experience and utilising the latest technology, we provide expert solutions for profile wrapping, CNC machining, and panel processing requirements.

Industry

Location

Conover, North Carolina (US), United States

Implemented by

Case on Odoo

The context

Aligning a growing manufacturer with the right Odoo ERP foundation

Blue Inc USA is a custom products manufacturer based in the United States, leveraging more than two decades of experience and advanced equipment to deliver profile wrapping, CNC machining, and panel processing solutions.

Before engaging Captivea, Blue Inc USA was evaluating how best to structure its Odoo environment and was in the process of selecting an ERP, needing clarity on how Odoo could support all its manufacturing and business operations in a coherent way.

The objectives were to streamline day-to-day operations with a comprehensive ERP, make informed investment decisions based on a confirmed budget and timeline, and gain confidence in the feasibility of configuring Odoo to fully support their specific manufacturing processes.

Their needs

Clarifying ERP requirements and securing a reliable Odoo roadmap

The client is looking for a comprehensive ERP solution to streamline their business operations.

  • Provide assurance about the feasibility of using Odoo ERP to support their manufacturing and business processes.
  • Confirm a realistic budget that matches the project scope and the expected benefits.
  • Define a clear implementation timeline so that teams know how and when the new solution will be rolled out.
  • Ensure that Captivea fully understands their business so that the chosen ERP setup and future developments are aligned with actual needs.

The proposed solution

A detailed analysis of the Odoo environment to prepare a targeted ERP rollout

Captivea began the project with a complete analysis of Blue Inc USA’s Odoo environment, organising business discovery workshops by theme and teams, documenting processes and requirements, and presenting structured deliverables. This groundwork defined how Odoo ERP and modules such as Accounting, Invoicing, CRM, Sales, Point of Sale, Inventory, Manufacturing, Purchase, Projects, Helpdesk, and associated tools like Documents, Sign, Social Marketing, Email Marketing, Discuss, and Odoo Studio would be configured to streamline operations, automate repetitive tasks, and support better decision-making.

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

  1. Business discovery
  2. Workshops By theme / group of people / domains
  3. Create the deliverables documents
  4. Present it
  5. 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

CRM Sales Point of Sale

Inventory & Manufacturing

Inventory Purchase Manufacturing

Finance

Accounting Invoicing Sign Documents

Marketing

Email Marketing Social Marketing

Productivity

Discuss Project

Technical

Studio

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, improving 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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