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Customer reference

Method Mobility

Method Mobility operates in the assistive mobility technology industry. They design and manufacture the AMP™, a power assist add-on device for manual wheelchairs that requires no modifications. Their product line includes both handrim and joystick-controlled versions, aimed at enhancing independence and range for wheelchair users.

Location

Fresno, California (US), United States

Implemented by

The context

Optimizing production and service around a growing mobility product line

Method Mobility designs and manufactures the AMP™, a power assist add-on device for manual wheelchairs that requires no modifications, offering both handrim and joystick-controlled versions to enhance independence and range for wheelchair users.

Before the project, Method Mobility was already using Odoo ERP but was not fully leveraging its capabilities. Key processes such as production management, inventory control, sales order processing, and after-sales service still relied on manual steps and fragmented workflows, limiting efficiency and visibility across operations.

The stakes for Method Mobility were to reliably plan and execute production, keep critical components available without overstocking, respond quickly and accurately to customer orders, and support wheelchair users with consistent, high-quality after-sales service.

Their needs

Harnessing Odoo to streamline production, inventory, sales, and service

Seeking to optimize production management, strengthen inventory control, streamline sales order processing, and enhance after-sales service, Method Mobility turned to Captivea to get the most out of their existing Odoo ERP.

  • Improve production management to better plan and control manufacturing of the AMP™ product line.
  • Strengthen inventory control to reduce discrepancies and secure availability of key components and finished devices.
  • Streamline sales order processing so that quotes, orders, and deliveries flow smoothly through a single system.
  • Enhance after-sales service with more structured follow-up and better visibility into each customer’s history.

The proposed solution

An in-depth Odoo review to unlock a more efficient ERP

Captivea began by performing a complete analysis of Method Mobility’s existing Odoo environment, running business discovery workshops by theme and user group to fully understand their operations. Based on this analysis, Captivea structured deliverables, confirmed budget and timeline, and prepared a roadmap to optimize the Accounting, CRM, Sales, Inventory, Manufacturing, and Purchase apps so that production, stock, sales, and service could run in an integrated, more automated way.

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

Inventory & Manufacturing

Finance

The results

Benefits & Returns on investment

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

Time saving

  • Centralized organization of financial documents
  • Generate Quotes in a Few Clicks
  • Quick sharing of documents
  • Simplified supply management
  • Automation of intervention schedules

Productivity gain

  • Centralized management of leads and customers, increasing sales team efficiency
  • Smoother order processing with real-time stock tracking
  • Clear visualization 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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