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Customer reference

Charleston Tea Garden

This is the home of Charleston Tea Plantation teas - nine very special flavours of tea, including our original American Classic Tea. This is the only brand of tea in the world that is made exclusively with 100% tea grown in America. The Plantation sits right off Maybank Highway. Driving down Maybank is like taking a step back in time. Wadmalaw has not and cannot be commercially developed, therefore much of the land remains untouched.

Industry

Manufacturing

Location

Fairfield, Connecticut (US), United States

Implemented by

The context

From a unique American tea producer to a modern, integrated ERP

Charleston Tea Garden is the home of Charleston Tea Plantation teas, an American tea producer offering nine distinctive flavours made exclusively from 100% tea grown in the United States.

Before the project, day-to-day operations for tea production, stock and orders relied on a mix of disconnected tools and manual processes, making it difficult to consolidate information and follow the full flow from tea leaves to finished products.

The stakes were to support the growth of this unique American tea brand with reliable, structured processes, better operational visibility and smoother coordination across production, inventory and sales.

Their needs

Structuring tea production and sales around a single ERP

Charleston Tea Garden wanted to streamline its operations around a single ERP system to better manage tea production, inventory and sales, while reducing manual work.

  • Centralise operational data in one ERP instead of scattered tools and files.
  • Connect production, stock management and sales so that information flows smoothly from one step to the next.
  • Improve visibility of available products and movement from plantation to packaged tea.
  • Obtain clear, consolidated reports to support day-to-day as well as strategic decision-making.

The proposed solution

Odoo ERP as the backbone of Charleston Tea Garden’s operations

Captivea USA implemented Odoo ERP for Charleston Tea Garden as the central system to support tea production, inventory and sales, giving the team a unified environment to manage their operations and access consistent, reliable information.

The first step of this project is to perform a complete analysis of the client's Odoo environment.

Analysis objectives

  • To be reassured about feasibility
  • 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 deliverable documents
  4. Present it
  5. Handle feedback

The results

Benefits & return on investment

What the client gained, day after day, once the solution went live.

Time saving

  • Centralised organisation of financial documents
  • Generate quotations in just 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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