Customer reference
Rocco’s Pack Dog Training
Rocco's Dog Training provides one-on-one dog training sessions focused on positive reinforcement methods, ensuring a pain-free learning experience. Their training can take place in your home for a familiar environment or outdoors for real-life application of learned skills.
Industry
Location
Aventura, Florida (US), United States
Implemented by
Case on Odoo
The context
From scattered tools to a single, reliable ERP backbone
Rocco’s Pack Dog Training is a pet services business based in Aventura, Florida, providing personalised, one-on-one dog training using modern, positive reinforcement methods at clients’ homes or in real-life outdoor environments.
Before the project, Rocco’s Pack Dog Training relied on separate, non-integrated tools to handle bookings, training activities, sales and finances, which made it difficult to follow customer information from first contact to invoicing and to keep a clear, up-to-date view of the business.
The stakes were to gain a centralised and reliable system to manage training sessions, clients, sales and finances in one place, reduce manual re-entry and errors, and ensure a smooth, professional experience for every dog owner from booking through payment.
Their needs
A centralised system to manage every aspect of the training business
Rocco’s Pack Dog Training wanted to replace its existing systems with a more centralised and efficient solution to manage all aspects of its operations, and turned to Captivea to implement a customised Odoo ERP that matched the specifics of its dog training services.
- Centralise operational, sales and financial data in a single ERP.
- Eliminate duplicate data entry for quotations, invoices and bookings.
- Streamline the creation of quotations and training-related content so it can be produced in just a few clicks.
- Gain better visibility and control over customer relationships, appointments and cash flow to support growth.
The proposed solution
An Odoo ERP tailored to dog training and service management
Captivea deployed Odoo ERP for Rocco’s Pack Dog Training, setting up a unified environment where Sales, Inventory, Purchase, Accounting, Invoicing, eLearning and Appointments work together to support the entire customer journey, from managing leads and scheduling sessions to issuing automated quotations and invoices, simplifying content creation and providing quick access to the tools and resources needed for smooth training management.
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, 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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