Customer reference
Clear Ballot Group
Clear Ballot has transformed the government technology sector by introducing a modern voting system designed to deliver speed, accuracy, and transparency to electoral processes. Their products are reliable, their clients highly recommend them, and their market share quickly exceeds 50% upon entering a state. Although they are based in Boston, their diverse team is spread across 15 states. Clear Ballot brings a fresh perspective to the election industry by combining professionals with varied backgrounds with seasoned industry experts, all committed to leveraging technology to advance the future of elections.
Industry
Location
Boston, Massachusetts (US), United States
Implemented by
Case on Odoo
The context
Modernising election technology operations with Odoo ERP
Clear Ballot Group delivers modern voting systems that bring speed, accuracy, and transparency to elections while serving government clients across multiple states from its base in Boston.
Before working with Captivea, Clear Ballot was looking to modernise and optimise its internal processes so they could keep pace with their rapid growth in the election technology sector and better support a distributed team spread across many states.
The stakes were to secure reliable, streamlined internal management processes that could scale with their expansion, reduce manual work, and ensure Clear Ballot could continue delivering trustworthy, transparent election solutions to government clients.
Their needs
A scalable ERP to optimise and secure internal processes
Clear Ballot chose the Odoo software to modernise and optimise its processes. They entrusted Captivea with implementing this solution to fully leverage its features and enhance their internal management.
- Reassure the team on the feasibility of the project and the chosen solution.
- Ensure Captivea fully understood Clear Ballot’s business and specific operational constraints.
- Confirm a realistic budget and project approach before launching the implementation.
- Gain clarity on the implementation method and timeline to align internal teams.
The proposed solution
An Odoo ERP foundation built on thorough analysis and dedicated workshops
Captivea began the project with a complete analysis of Clear Ballot’s Odoo environment to secure the best possible outcomes. Through business discovery and themed workshops grouped by people and domains, Captivea documented Clear Ballot’s processes, created detailed deliverable documents, presented the findings, and incorporated feedback. Based on this analysis, Captivea implemented Odoo ERP with the Accounting, Invoicing, Expenses, Inventory, Manufacturing, Purchase, Sales, CRM, Odoo Studio, Helpdesk, and Appointments apps, as well as key shipping connectors and website optimization, to streamline operations, automate tasks, and improve visibility across finance, supply chain, services, and sales.
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
Finance
Technical
The results
Benefits & Returns on investment
What the client gained, day after day, once the solution went live.
Time saving
- Centralized organization of financial documents
- Generate Quotes in a Few Clicks
- Quick sharing of documents
- Simplified supply management
- Automation of intervention schedules
Productivity gain
- Centralized management of leads and customers, increasing sales team efficiency
- Smoother order processing with real-time stock tracking
- Clear visualization 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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