Allentown PA 18106
États Unis
The Yurconic Agency
Overview of the yurconic agency Project
Business sector | Finance/Insurance - Insurance Services |
Installed solution | |
Number of employees | 51 - 200 employees |
Number of licenses | 49 |
Year of integration | 2022 |
ERP Integrator | CAPTIVEA USA, North America - Odoo Partner |
| Odoo Link | The Yurconic Agency |
WHO IS THE YURCONIC AGENCY ?
For over 30 years, John Yurconic Agency has been the Lehigh Valley's trusted partner for business, group, and personal insurance. We offer a comprehensive suite of financial services and work with industry-leading carriers to ensure your needs are met. Our licensed professionals prioritize exceeding your expectations, providing cost-effective solutions, and fostering long-term client relationships. Partner with John Yurconic Agency for peace of mind and a positive insurance experience.
THEIR NEEDS
The client needed an ERP to streamline activity management. They turned to Captivea for the implementation of Odoo and continue to rely on our expertise to support their migration to the latest version.
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
Supply Chain
Finance
Accounting
Sales
Benefits & Returns on investment
Time saving
- Automation of transactions, reduction of manual entry
- Quick transactions through automated payment processes
- Intuitive checkout system
- Simplified stock management
Productivity gain
- Faster transaction processing thanks to centralized financial information
- Accelerated payment processes for a smoother and faster customer experience
- Instant sales reporting
Increase in sales
- Better cash flow management
- Simplified user interface
- Instant access to customer information
- Real-time stock management to better meet customer demands