United States
Helios Service Partners
Overview of the helios services partners Project
Business sector | Other Services - Mechanical Services and Installation |
Installed solution | |
Number of employees | 1001 - 5000 employees |
ERP Integrator | CAPTIVEA USA, North America - Odoo Partner |
WHO IS HELIOS SERVICE PARTNERS ?
Helios Service Partners is a leading national provider of commercial mechanical services, specializing in multi-site client needs across 40 states (and expanding). They offer a comprehensive range of services including installations, replacements, preventative maintenance programs, and 24/7 emergency support. Helios prides itself on being a 100% self-performing provider, handling everything in-house from HVAC and plumbing to refrigeration and food & beverage equipment.
THEIR NEEDS
To meet its accounting management requirements, Helios Service Partner collaborated with Captivea to implement Odoo ERP, ensuring more efficient, centralized, and automated financial operations.
THE PROPOSED SOLUTION
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 installed modules
Finance
Benefits & Returns on investment
Time saving
- Generate Quotes in a Few Clicks
- Centralized organization of financial documents
- Automation of transactions, reduction of manual entry
Productivity gain
- Faster transaction processing thanks to centralized financial information
- Reduced time spent on account reconciliation
Increase in sales
- Business process automation
- Creation of automated tasks
- Profitability optimization