Initial situation

• Outdated and confusing website.
• Data management in unstructured Excel spreadsheets without version control.
• Lack of a CRM system for customer tracking and a tool for easy invoicing.

Objectives

• Relaunch of the website.
• Establishment of a central system for cross-platform business processes.
• Support in creating quotes and invoices.
• Optimization of daily time management and workflows.

Approach

• Gradual configuration according to the logical sales and business processes of the company.

Odoo apps

• Contacts 
• CRM
• Sales
• Helpdesk
• Maintenance
• Project
• Timesheets
• Studio

Project scope

• 6 months

Challenge

• User acceptance and adaptation to the new digital tools.
• Harmonization of data structures and existing business formats.

Role of digital uplift

• Architecture
• Delivery Lead
• Change Enablement
• Data Migration

Implemented solution

• Synchronization of all company contacts in a central database.
• Setup of the service app for planning field service assignments and for automatic creation of quotes and invoices.
• Adjustment of all system documents to the individual corporate design of the client.
• Recording of service times via timesheets with automatic, time-based billing.

Result

• Time savings and automation: Noticeable reduction of administrative effort through automatic quote generation and time-based billing.
• Complete transparency in field service: Seamless processing of service calls – from scheduling to time tracking to the final invoice.
• Professional external appearance: Consistent and customer-design-adapted documents for all quotes and invoices.
• Central data repository: All company contacts and histories are immediately available to the entire team.