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Custom Odoo-Based BPM Solution for Automotive Service Center Automation

itransition.com

Automotive

Challenges in Manual Workflow Management

Legacy Sage-based system lacked critical features, forcing manual processing of work orders and invoicing. Absence of centralized client portal led to inefficient client communication and limited visibility into repair status. Inadequate control over workflows and manual data management reduced operational efficiency.

About the Client

40+ year-old automotive company specializing in diagnostics, repair, spare parts, and used vehicle sales

Modernization and Automation Goals

Automate 80%+ of manual workflows including work order processing and invoicing
Implement client portal for real-time repair status tracking and invoice delivery
Centralize vehicle/client data management
Enhance reporting capabilities for financial and operational oversight
Ensure seamless Odoo platform adoption through customization

Core System Functionalities

Vehicle profile management with technical specifications tracking
Work order creation/management with technician assignment
Automated invoicing with tax calculation and payment tracking
Client portal for appointment requests and document access
Inventory and procurement workflow automation
Custom reporting for financials and technician productivity
Calendar integration for appointment scheduling

Technology Stack Requirements

Odoo ERP platform

PostgreSQL database

AWS EC2 cloud deployment

Docker Compose for containerization

Apache HTTP Server

System Integration Needs

Email verification service (DKIM)
Payment gateway integration
Third-party vehicle odometer API

Operational Requirements

Role-based access control (4 user roles)
99.9% system uptime SLA
Data encryption for client information
Scalable architecture for future growth
Responsive web interface across devices

Expected Business Impact of Odoo BPM Implementation

Anticipated 80% reduction in manual administrative tasks, 50% faster work order processing, and 70% improvement in client communication efficiency. Centralized data management will enhance decision-making capabilities while automated financial tracking should improve revenue visibility by 60%.