Customer reference
Paragon Wide Format
Paragon Visual offers businesses, organisations and educators a variety of large-format printing options. We use modern printing technology and a wide range of materials to help you create impactful visuals. Plus, we can help you save costs by enabling you to manage your own printing in-house. We provide dedicated customer service throughout the entire process, from choosing the right equipment to troubleshooting any issues. At Paragon Visual, our objective is to help you succeed with your printing projects.
Industry
Location
Titusville, Florida (US), United States
Implemented by
Case on Odoo
The context
Migrating a growing print business to the latest Odoo version
Paragon Wide Format is a wholesale and retail printing specialist that offers businesses, organisations and educators a wide range of large-format printing options using modern printing technology and materials.
Before working with Captivea, Paragon Wide Format was already running Odoo, but their environment needed to be assessed and updated. They were operating on an older setup and wanted to migrate to the latest version of Odoo without disrupting their day-to-day operations, while keeping their finance and sales processes reliable during the transition.
The priorities for Paragon Wide Format were to ensure a smooth migration to the latest Odoo version, protect business continuity for their printing services, and gain a clear, reliable view of their financial and sales data so they could continue serving customers efficiently and plan future growth with confidence.
Their needs
Clarifying the migration path to a modern Odoo environment
The client needed Captivea’s expertise to assess their existing system and facilitate the migration to the latest version of Odoo.
- Gain reassurance about the feasibility of migrating their current Odoo environment.
- Ensure Captivea clearly understood their printing business and existing processes before making any changes.
- Confirm the project budget and migration timeline for the move to the latest Odoo version.
- Define and validate a detailed migration approach so everyone was clear about how the transition would be carried out.
The proposed solution
A structured Odoo analysis to prepare a safe migration
Captivea began the project with a complete analysis of Paragon Wide Format’s Odoo environment, combining business discovery workshops by theme and user groups with the creation and presentation of detailed deliverable documents. This structured analysis clarified feasibility, budget, and timeline, and prepared the implementation of Odoo Accounting and Sales as a single, integrated solution to centralise financial documents and automate sales processes.
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
Finance
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, increasing 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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