Utah SAS

Overview of the utah sas Project

Business sector	Manufacturing - Hydraulic equipment
Installed solution	Odoo ERP
Number of employees	11 - 50 employees
Year of integration	2024
ERP Integrator	CAPTIVEA France, Europe - Odoo Partner
Odoo Link	Utah Hydraulique

WHO IS utah sas?

With 50 years of experience, the entire UTAH HYDRAULIQUE team is at your service to design, manufacture, and sell custom hydraulic solutions.

As a distributor of leading European brands, we guarantee our clients the quality of our hydraulic equipment and service offerings.

THEIR NEEDS

Utah needed a comprehensive tool to centralize the management of its activities, particularly production and sales. They turned to Captivea to deploy the Odoo ERP system.

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

Accounting

Invoicing

Expenses

Sales

CRM

Sales

Supply Chain

Inventory

Manufacturing

Services

Helpdesk

Productivity

Dashboard

Benefits & Returns on investment

Time saving

Centralized organization of financial documents
Simplified payment management
Centralization of expense information
Improved team collaboration through a single information source
Automation of quotes and invoices
Simplified stock management
Instant performance visualization

Productivity gain

Improved accuracy of financial reports through automation tools
Invoice standardization
Standardization of expense categories and simplification of tracking and expense analysis
Simplified customer data analysis
Smoother order processing with real-time stock tracking
Automation of manufacturing orders

Increase in sales

Better cash flow management
Quick invoice creation streamlining transactions
Improved budget management
Improved communication with customers through a 360° view of their history
Simplified quotes and invoices
Optimization of storage space