How We Helped an Automation Firm Gain 360° Operational Visibility and Cut Errors by 30%
Project Overview
A mid-sized automation firm faced inefficiencies due to disconnected tools and manual workflows across design, production, and maintenance.
We implemented an integrated Odoo ERP solution to unify engineering, inventory, CRM, and service operations.
Performance at a Glance
45%
faster quotation-to-order conversion.
35%
improvement in project delivery timelines.
25%
higher service contract renewals.
Client Goals
Client Goals
- Centralize all operations, from sales inquiries to post-installation service.
- Manage product design versions, revisions, and change approvals efficiently.
- Improve quotation accuracy and shorten turnaround time.
- Track custom equipment costs and project profitability in real time.
- Streamline inventory, procurement, and production scheduling.
- Digitally manage service contracts and preventive maintenance schedules.
Key Pain Points
Frequent design changes with no version control.
Slow, manual quotation and approval processes.
Poor link between design, production, and inventory.
Inefficient scheduling of service and maintenance.
Limited visibility into project costs and profits.
Missed contract renewals and weak team coordination.
How We Helped
- Created automated quotation templates linked with BOMs, labour, and parts data.
- Added approval workflows and real-time costing for accurate pricing.
1. Quotation & Sales Automation:
Result: 45% faster quotation turnaround and higher deal closures.
- Introduced version control with automated revision and approval tracking.
- Synced updates across design, production, and inventory modules.
2. Engineering Change Management:
Result: 30% fewer engineering errors and stronger design consistency.
- Implemented dynamic scheduling driven by real-time order data.
- Used barcode tracking and MRP-based procurement for efficiency.
3. Production Planning & Inventory:
Result: Zero stock mismatches and 35% faster production cycles.
- Automated material, labour, and subcontracting cost tracking per project.
- Delivered live dashboards showing margins and progress.
4. Project Costing & Profitability:
Result: Clear visibility into profitability and project performance.
- Deployed preventive maintenance with automated alerts and renewals.
- Enabled mobile access for technicians to manage service tickets.
5. After-Sales & Maintenance:
Result: 25% more service renewals and higher customer satisfaction.
- Centralised all CAD files and manuals with role-based access.
- Linked version history directly to production and BOMs.
6. Document Management System:
Result: Seamless collaboration and zero version conflicts.
Need real-time visibility into project profitability, delivery timelines, and service performance?
Talk to Our Experts TodayResults That Matter
45% faster quotation-to-order cycle time.
30% fewer design change-related errors.
35% faster project delivery and installation.
25% higher contract renewal and maintenance completion rates.
Unified data visibility across engineering, sales, and service teams.
Significant reduction in manual coordination and document confusion.
How We Gave Them a Competitive Edge
How We Gave Them a Competitive Edge
- Unified Operations: Seamless flow between sales, engineering, inventory, and service.
- Version Control: Traceable design changes with complete document history.
- Faster Quotations: Instant costing and templates for quicker deal closure.
- Proactive Service: Predictive maintenance reminders and contract tracking.
- Data Transparency: Centralized project and cost visibility for leadership.
- Efficiency Boost: Automated workflows reduced manual errors and follow-ups.
// We are here to help you
Trusting in Our Expertise
- 30 Hours Risk Free Trial.
- Direct Communication With Developer.
- On-time Project Delivery Assurity.
- Assign Dedicated PM.
- Get Daily Update & Weekly Live Demo.
- Dedicated team 100% focused on your product.
- Sign NDA for Security & Confidentiality.