Customer reference
Tool Mounts Canada
Tool Mounts Canada is the exclusive Canadian distributor of PAC (Performance Advantage Company) products, known for their robust and innovative tool mounting systems. Specialising in tool brackets and supports, the company equips emergency service vehicles (fire, EMS, police) and public service fleets (utilities, municipal works, etc.) with reliable, durable, and easy-to-install solutions.
Industry
Location
Ontario (CA), Canada
Implemented by
Case on Odoo
The context
From specialised distributor to streamlined financial management
Tool Mounts Canada is the exclusive Canadian distributor of PAC (Performance Advantage Company) tool mounting systems, supplying robust brackets and supports for emergency service vehicles and public service fleets across Canada.
Before the project, Tool Mounts Canada was already running Odoo but found the management of their system limited by a lack of close, responsive support. They needed clearer guidance, more tailored configuration of their accounting processes, and a partner who understood their business and could help them derive more value from their existing environment.
The key objectives were to ensure reliable, accurate financial management, reduce time-consuming manual work, and build greater confidence in their Odoo setup so they could support growth while maintaining fast, dependable service for emergency and public service customers.
Their needs
Closer support and a more efficient Odoo Accounting setup
The client wanted to improve the management of their current system with closer and more responsive support from a local partner, and to focus the project on implementing and optimising the Odoo Accounting module to strengthen their financial management.
- Improve the management of their existing Odoo system with closer, more responsive support.
- Benefit from personalised assistance from a local Canadian Odoo partner who understands their business.
- Optimise and structure financial management through a dedicated Odoo Accounting implementation.
- Gain clarity on feasibility, budget, project approach, and timeline before moving forward.
The proposed solution
A focused Odoo Accounting project backed by in-depth analysis
Captivea Canada began with a complete analysis of Tool Mounts Canada’s Odoo environment, organising business discovery workshops by theme and stakeholder group, then producing detailed deliverable documents and managing feedback. Based on this analysis, Captivea deployed and configured the Odoo Accounting module to automate key financial processes, reduce manual entries, and provide faster, more reliable financial reporting.
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.
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
Does your project look like this one?
Let's discuss your challenges with an expert in your industry.