Customer reference
HITACHI ENERGY, Intervention
ABB/Hitachi is a leader in advanced technologies serving customers in utilities, industry, transportation and infrastructure. Its Hitachi Intervention brand manages on-site interventions as an external service.
Industry
Location
Satigny, Switzerland
Implemented by
Case on Odoo
The context
Field service interventions needed to be faster and better coordinated
HITACHI ENERGY, Intervention is the ABB/Hitachi brand dedicated to managing on-site interventions as an external service for customers in utilities, industry, transport and infrastructure.
Before working with Captivea, managing external service interventions, coordinating field operators and producing signed intervention reports took more time and effort than the company wanted, and information was not centralised enough to ensure smooth operations.
The key objective was to ensure reliable management of interventions, improve responsiveness in the field, and provide teams with clear, up-to-date information so that customers receive high-quality service and validated reports without delay.
Their needs
A streamlined Odoo process to manage external interventions
Captivea developed a customised tool for ABB/Hitachi to streamline this process.
- Simplify and centralise the management of external service interventions.
- Assign interventions efficiently to field operators.
- Speed up the creation of intervention reports and their customer sign-off.
- Gain clarity on feasibility, budget, project approach and timelines before full-scale deployment.
The proposed solution
A customised Odoo ERP tool to streamline field service operations
Captivea began with a detailed analysis of the client’s Odoo environment through business discovery workshops, then designed a customised tool within Odoo ERP to manage external interventions end to end. Using Odoo apps such as Surveys, Field Service, Inventory, Maintenance and Odoo Studio, the project centralised information, automated manual activities, optimised inventory management and enabled efficient scheduling for installations, resulting in time savings and measurable productivity gains.
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
Inventory & Manufacturing
Technical
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, enhancing 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
Does your project look like this one?
Let's discuss your challenges with an expert in your industry.