🎯 Context
A key player in the data center industry was relying on multiple in-house ERP systems to manage core operations such as purchasing, sales, finance, task management, and customer support. Over time, these systems became outdated, difficult to maintain, and lacked proper technical documentation. Data and workflows were fragmented across departments, creating silos and inefficiencies.
❗ The Challenge
Disconnected tools and legacy codebases made it hard to scale, support, or adapt to evolving business needs. Teams struggled with poor user experience, inconsistent processes, and limited visibility over company-wide operations.
The company aimed to:
- Unify operations across CRM, sales, projects, e-signature, purchases and inventory.
- Simplify workflows and reduce cross-department errors.
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Enable real-time reporting to support faster and better decisions.
On the technical side, the goals included:
- Frequent feature updates via the software editor for continuous improvement.
- A scalable PaaS model with automatic updates and lower maintenance overhead.
- Anywhere access, including a mobile-ready interface.
- Reduced risk by adopting a proven, reliable market solution.
🛠 Our Approach
We led the company through a complete ERP transformation, aligned with both business and technical objectives. Our step-by-step approach included:
- Audit of existing systems, process mapping, and identification of overlaps and redundancies.
- Design of a target architecture integrating key modules: Purchasing, Inventory, Sales, CRM, E-signature, Document Management, Project Management and Support.
- Data migration for critical records (customers, contracts, orders), with a strong focus on data cleaning and standardization.
- Deployment of a modern PaaS-based ERP solution (Odoo) with built-in scalability, automatic upgrades, and mobile accessibility.
- Light customization to meet specific business needs while remaining close to standard.
- Change management and training, along with the creation of functional documentation and ongoing support post-launch.
✅ Results
- A centralized and unified system that connects teams and streamlines operations.
- Significant reduction in errors and manual work through simplified workflows.
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Real-time insights and dashboards empowering business leaders with actionable data.
- Modern, scalable architecture with minimal technical debt and regular enhancements from the ERP vendor.
- Full mobile compatibility, enabling staff to access data on the go or from client sites.