Customer reference
Com-Pac Filtration Inc
With a legacy of over four decades, Com-Pac Filtration has consistently been at the forefront of innovation in packaged pool filtration. Our state-of-the-art fibreglass housings and subterranean vaults bring together advanced pumping and filtration designs, setting a benchmark for the pool industry. Experience simplicity, high efficiency, and exceptional performance with Com-Pac systems, carefully engineered to your specific requirements and manufactured with pride in Jacksonville, Florida, USA.
Industry
Location
Jacksonville, Florida (US), United States
Implemented by
Case on Odoo
The context
From legacy software to a secure, integrated ERP foundation
Com-Pac Filtration is a manufacturer based in Jacksonville, Florida (US), United States, specialising in packaged pool water filtration systems, backed by four decades of innovation.
Before the project, Com-Pac Filtration was using older software that could no longer keep up with the speed and complexity of its manufacturing and filtration projects, resulting in scattered information, manual workarounds, and limited end-to-end visibility across operations.
The objective was to modernise their core systems without disrupting day-to-day manufacturing, establish a dependable platform for future growth, and provide every stakeholder with clear, real-time visibility into production, inventory, projects, and financial performance.
Their needs
A smooth, fully secured transition to Odoo ERP
The client chose Captivea for the implementation of Odoo ERP to ensure a smooth transition from their previous software to the new solution, leveraging our proven expertise and our ability to secure every step of the change.
- Gain confidence in the feasibility of migrating from their existing tools to Odoo ERP.
- Ensure that Captivea had genuinely understood their manufacturing and pool filtration business before committing to the project.
- Agree on a realistic budget, scope, and implementation approach for the new Odoo environment.
- Get clarity on the project timeline and how each step of the transition would be managed and secured.
The proposed solution
A structured Odoo ERP rollout based on detailed upfront analysis
Captivea began by carrying out a complete analysis of Com-Pac Filtration's Odoo environment, with clear objectives: to reassure the client on feasibility, demonstrate an accurate understanding of their business, confirm the project budget, define how the rollout would be executed, and secure the overall timeline. Through themed business discovery workshops grouped by people and domains, Captivea documented processes, produced formal deliverables, presented them to stakeholders, and iterated based on feedback. On this foundation, Odoo ERP was deployed as the backbone of operations, using the selected apps across productivity, supply chain, manufacturing, human resources, services, finance, CRM, sales, documents, and events to streamline workflows and centralise data.
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.
Sales & CRM
Websites
Inventory & Manufacturing
Finance
Human Resources
Productivity
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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