Customer reference
Precision Ceramics USA, Inc.
Based in Palmetto, Florida, Precision Ceramics USA is internationally recognised for its expertise in developing custom technical ceramic components. We offer a wide range of high-performance ceramic materials along with precision machining services, ensuring fast and reliable production of components tailored to specific needs.
Since its founding in 1992, our parent company, Precision Ceramics, has built a strong reputation for quality and customer support. Today, our advanced ceramic components are used across a broad spectrum of applications in multiple industries.
Industry
Location
Palmetto, Florida (US), United States
Implemented by
Case on Odoo
The context
Deploying an ITAR-compliant CRM integrated with internal systems
Precision Ceramics USA, Inc. develops custom technical ceramic components and provides precision machining services for demanding applications across multiple industries.
Before the project, the company needed a way to run its customer relationship management processes in an ITAR-compliant environment, while its existing internal systems were not yet securely connected to a modern CRM solution.
The stakes were to guarantee ITAR compliance, protect sensitive customer and project data, and streamline operations by connecting CRM to internal systems without compromising performance or reliability.
Their needs
Securing CRM operations in a compliant, connected environment
The client wanted to deploy Odoo CRM in an ITAR-compliant environment, with a secure domain and a custom integration to connect Odoo to their internal systems, relying on an integrator with strong expertise in U.S. and international compliance requirements.
- Deploy Odoo CRM in a fully ITAR-compliant environment.
- Set up a secure domain dedicated to CRM operations.
- Build a custom integration between Odoo and internal systems.
- Gain clarity on feasibility, budget, approach and project timelines before full deployment.
The proposed solution
A structured analysis to prepare an ITAR-compliant Odoo CRM rollout
Captivea began the project with a complete analysis of the client’s Odoo environment, organising business discovery workshops by theme and stakeholder group, then formalising deliverable documents, presenting them, and handling feedback. This structured phase prepares a secure, ITAR-compliant Odoo CRM deployment, a dedicated domain, and custom integrations to internal systems, so that future workflows, reporting, and collaboration can be streamlined from day one.
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
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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