Customer reference
Stepcraft
STEPCRAFT combines German engineering with American manufacturing to deliver top-of-the-line CNC systems at competitive prices. Built and supported in the USA, STEPCRAFT offers superior quality, exceptional service, and a commitment to innovation, making it an ideal choice for hobbyists and businesses alike.
Industry
ManufacturingLocation
Torrington, Connecticut (US), United States
Implemented by
Case on Odoo
The context
From fast-growing CNC production to a unified ERP backbone
Stepcraft designs and manufactures top-of-the-line CNC systems that combine German engineering with American manufacturing, serving professionals, hobbyists, and families who need precise, fast, and easy-to-use equipment.
Before the project, Stepcraft relied on separate tools and manual workflows to manage projects, services, purchasing, manufacturing, and online sales, which made it difficult to centralise information, track activities in real time, and scale operations efficiently.
The stakes were to support growth in CNC system sales, improve operational efficiency from purchasing to production and after-sales service, and gain clear, consolidated visibility on activities and customer interactions to sustain their high standards of quality and service.
Their needs
A single ERP to centralise operations and support growth
Stepcraft wanted to implement Odoo with Captivea as a unified ERP system to streamline processes, centralise information, and automate recurring tasks across projects, manufacturing, inventory, purchasing, and online sales.
- Be assured about the feasibility of running their operations on a unified Odoo ERP.
- Obtain a clear project budget, scope, and implementation approach before moving forward.
- Gain automation and streamlined processes to reduce manual work and save time.
- Improve visibility on purchasing, stock, and timesheets with reliable, consolidated information.
The proposed solution
A unified Odoo ERP, tailored to CNC manufacturing and e-commerce
Captivea USA began with a complete analysis of Stepcraft’s Odoo environment, running business discovery workshops by theme and team to fully understand their processes, then configuring Odoo modules such as Project, Timesheet, Helpdesk, Planning, Inventory, Manufacturing, Purchase, Quality, Sales, CRM, eLearning, Employees, and Website tools to centralise information, automate workflows, optimise purchasing and invoicing, and support their e-commerce and customer service activities.
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.
Inventory & Manufacturing
Human Resources
Productivity
Technical
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, 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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