Customer reference
QleanAir Scandinavia
QleanAir specialises in air quality solutions. Their expertise lies in understanding the significant impact clean air has on human health, product quality, and efficient operations. Recognising the importance of clean air for peace of mind, QleanAir meticulously analyses each client's specific needs to design unrivalled air purification systems.
Industry
Location
Plain City, Ohio (US), United States
Implemented by
Case on Odoo
The context
A growing air quality specialist looking for a reliable ERP backbone
QleanAir Scandinavia Inc is a health and social services company based in Plain City, Ohio, that specialises in air quality solutions and designs air purification systems tailored to each client's needs.
Before the project, QleanAir Scandinavia was looking to improve operational efficiency and did not yet have the reliable, integrated ERP system they needed to support their supply chain, services, and finance activities end to end.
The aim was to secure a robust operational foundation, streamline day-to-day processes, and gain the visibility and control needed to support growth, while allowing teams to stay focused on delivering high-quality air purification solutions.
Their needs
A reliable ERP to streamline operations and drive growth
To improve operational efficiency, QleanAir Scandinavia is seeking a reliable ERP system like Odo. To ensure a seamless implementation, they have partnered with Captivea, a company recognised for its expertise in ERP integration.
- Have peace of mind about the feasibility of implementing Odoo ERP for their business.
- Ensure Captivea has a deep understanding of their air quality business and operational specificities.
- Confirm a realistic budget and a clear implementation approach before moving forward.
- Confirm and validate the project timeline, including key milestones and expected outcomes.
The proposed solution
A complete analysis of the Odoo environment to secure a successful implementation
Captivea first carried out a complete analysis of QleanAir Scandinavia's Odoo environment through business discovery workshops by theme, groups of people and domains, then created and presented detailed deliverable documents, handled feedback, and prepared the deployment of Odoo ERP with Inventory, Manufacturing, Purchase, Project, Timesheet, Helpdesk, Accounting, Invoicing, Sales and Odoo Studio to centralise information, save time and optimise operational processes.
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.
Sales & CRM
Inventory & Manufacturing
Finance
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 quotes in a few clicks
- Quick sharing of documents
- Simplified supply management
- Automation of intervention schedules
Productivity gain
- Centralised management of leads and customers to boost 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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