🏢 Client Profile
A mid-sized company operating in B2B services, with multiple departments relying on disconnected tools to manage critical business operations. The company was facing challenges due to fragmented processes and a legacy, in-house ERP system.
⚙️ Initial Situation
Before the ERP revamp, the client's information system was composed of several isolated tools and platforms:
- Sales & Finance: managed through a custom-built, in-house ERP application that had become difficult to maintain and evolve.
- Purchasing & Inventory: handled via an outdated Odoo Community instance, lacking key modern features and integrations.
- Electronic Signatures: managed using DocuSign, with no connection to other tools.
- Project Management: operated in JIRA, leading to poor visibility for non-technical stakeholders.
- Support & Helpdesk: based on a homemade ticketing system, with no standard workflows or reporting capabilities.
This patchwork of systems created critical issues:
- Redundant data entries and inconsistency between departments
- Difficult and costly integrations
- Maintenance overhead
- Limited visibility and collaboration between teams
- Lack of agility and innovation due to technological obsolescence
🎯 Project Objectives
- Replace fragmented tools with a single, integrated ERP platform
- Improve collaboration across departments (sales, support, finance, logistics…)
- Reduce software licensing and integration costs
- Offer the company a standard solution with future-proof capabilities
🚀 Implemented Solution
The entire scope of the client’s business processes was centralized in Odoo, covering:
| Module | Scope |
|---|---|
| Sales | CRM, quotations, client contracts |
| Finance | Invoicing, accounting, payment follow-ups |
| Purchases & Inventory | Procurement automation, vendor tracking, stock control |
| Project Management | Task planning, timesheets, resource allocation |
| Helpdesk | SLA-based ticket management, client portal, KPIs |
| Document & Electronic Signatures | Using Odoo Sign to replace DocuSign |
Key improvements:
- Full replacement of the homemade ERP and ticketing system
- Decommissioning of JIRA and DocuSign, cutting unnecessary costs
- Centralization of data and seamless inter-module communication
- Adoption of an ERP standard in the market with continuous improvements from the publisher (Odoo)
| Impact Area | Outcome |
|---|---|
| Process Efficiency | +30% in operational speed thanks to automated workflows and shared data |
| Cost Optimization | Savings on license fees (JIRA, DocuSign) and infrastructure maintenance |
| Team Collaboration | Improved coordination between sales, support, logistics and finance teams |
| Future Scalability | A modern ERP with updates, new features, and vendor support |
| User Experience | Unified interface, mobile access, simplified training & onboarding |
💡 Key Takeaway
This ERP transformation demonstrates how replacing a fragmented and legacy system with a unified, modern ERP like Odoo can unlock operational efficiency, reduce costs, and future-proof a company’s digital foundation — even without naming the client, the results speak for themselves.