What happens when a growing business leaves legacy systems behind? In this client's case, it changed everything.
This week, Kevin delved into how OptimySME implemented Odoo and ultimately transformed operations for their commercial greenery client - and all for the better.
The Challenge: Tackling Complexity
The client's operations were scattered across seven disconnected systems, with 100 staff, including 50 field technicians specialising in installing and maintaining plants in offices, commercial spaces, and gardens across Auckland.
This led to inefficiencies and communication breakdowns that were costly to the business - proving their plant replacement service to be a particularly challenging process. The client required coordination between field service teams, nurseries, production staff and dispatch while also ensuring inventory and financial systems remained accurate. These puzzle pieces made scaling operations incredibly difficult. They left the business searching for a solution that would unify the process.
The Solution: Streamlining Operations with Odoo
This is where OptimySME swooped in to save the day, drawing out a clear plan that addressed their challenges and delivered an Odoo implementation tailored to all aspects of their business.
Collaborative Workshops
The process began with five workshops involving key staff across the business. These sessions mapped out the detailed workflow and bridged organisational divides, allowing all members to better understand how operations could be improved.
Tailored Development
Once mapped, OptimySME identified areas that required the strength of Odoo's functionality to meet the client's needs and where customisation was required. In this stage, customised solutions tailored to address specific challenges unique to the client's operations were developed.
Unified Platform
In just 10 months, OptimySME had integrated what was once seven systems into one unified platform using Odoo. The result? Streamlined workflows, better communication, and scalability for future growth are all executed without disrupting ongoing operations.
Overcoming Hurdles: Plant Replacement Workflow
Kevin described their client's initial process as "horrifically complicated," involving countless manual steps and miscommunications.
Odoo's modules now allowed:
- Field technicians to log issues directly into the system during on-site visits
- Nurseries to be notified to prepare replacement plants with specifications (Eg. Pot size)
- Dispatch schedules for delivery at the next visit
- Automatic updates on inventory and financial records.
This new, fully automated workflow eliminated errors and saved significant time across all departments - achieved without requiring extortionate prices.
The Result: A Business Transformed
Today, this client thrives in the commercial greenery industry, with the help of Odoo at its very core - sales, inventory, purchasing, manufacturing, distribution, electronic signatures, and even learning systems run through Odoo's modules.
The loss of their multitude of legacy systems has made room for:
Streamlined Operations
Consolidating seven systems into one has significantly improved efficiency across all departments.
Enhanced Field Service Management
Field technicians can now access real-time information to manage tasks seamlessly.
Scalability for Growth
Now, the client is well-equipped for future expansion due to Odoo's flexibility.
Looking Ahead: Out With The Old, In With Odoo
The success of this story not only highlights how businesses can overcome complex business challenges with Odoo but also the versatility of the integrated platform. For industries that are unique or have intricate workflows - like commercial greenery - Odoo proves that there is no challenge Odoo doesn't have the tools to simplify, improve or enable.
Curious to know what Odoo can do for you? Reach out to learn more!
- Alanna Chen