Customer reference
Merits Health Products
Merits Health Products, a global leader in medical equipment, is dedicated to improving the lives of individuals with mobility limitations or respiratory needs. Through their commitment to quality, innovation, and a wide range of products, including power mobility chairs, manual wheelchairs, motorised beds, patient aids, and respiratory products, Merits supports people of all ages and abilities to live independent and fulfilling lives.
The context
Scaling a global medical equipment business with integrated operations
Merits Health Products is a global leader in medical equipment, providing power mobility chairs, manual wheelchairs, motorised beds, patient aids, and respiratory products that help individuals with mobility limitations or respiratory needs live more independent and fulfilling lives.
Before the Odoo ERP project, Merits Health Products relied on disparate tools to manage their wide portfolio of mobility and respiratory products, orders, and inventory. Information was spread across multiple systems, making it harder to obtain a consolidated view of operations, ensure accurate stock levels, and support a seamless experience for customers and partners.
For Merits Health Products, the priority was to support growth while maintaining high standards of quality and reliability, secure better visibility on their operations, and ensure that every customer and partner interaction was backed by accurate and up-to-date information.
Their needs
A robust ERP foundation for medical equipment operations
Merits Health Products wanted an integrated ERP system that would centralise their data, streamline day-to-day processes, and give teams clear visibility from products and inventory through to orders and customer service.
- Centralised and reliable information on products, inventory, and orders across the organisation.
- Streamlined end-to-end workflows so that key data needs to be entered only once and is shared across teams.
- Operational visibility that supports on-time deliveries and consistent service for customers and partners.
- Management reporting that reflects actual activity and supports informed decision-making.
The proposed solution
Odoo ERP as the central platform for Merits Health Products
Captivea USA implemented Odoo ERP as the core system connecting Merits Health Products' key activities, integrating data and processes for products, inventory, purchasing, sales, and related operations so that teams could work from a single, consistent source of information and deliver better service to customers.
The first step of this project is to perform a complete analysis of the client's Odoo environment.
Analysis objectives
- To gain confidence 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
- Business discovery
- Workshops by theme / group of people / domains
- Create the deliverable documents
- Present it
- Handle feedback
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 quotations 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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