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Development of a Customized Odoo ERP System for Industrial Automation Service Management
  1. case
  2. Development of a Customized Odoo ERP System for Industrial Automation Service Management

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Development of a Customized Odoo ERP System for Industrial Automation Service Management

itransition.com
Business services
Manufacturing

Challenges in Manual Operations and Disparate Systems

The client faced operational inefficiencies due to distributed teams using outdated, fragmented systems. Manual management of work orders, inventory, and quoting processes caused delays, data inconsistencies, and declining service quality. Lack of integration between Paradox, Salesforce, and physical task boards hindered scalability and real-time visibility.

About the Client

A US-based provider of repair and maintenance services for industrial automation systems, serving clients with brands like Allen Bradley, Siemens, and Mitsubishi across three locations.

Objectives for ERP System Implementation

  • Automate 90% of manual business processes
  • Centralize work order, inventory, and procurement management
  • Reduce work order processing time by 50%
  • Enable cloud-based scalability and cross-location collaboration
  • Improve data accuracy and real-time reporting capabilities

Core System Functionalities and Features

  • Automated work order management with Agile boards
  • Multi-warehouse inventory tracking with condition-based categorization
  • Dynamic quoting and cost management system
  • Procurement workflow with multi-level approval
  • Client portal for order tracking and notifications
  • Bidirectional Salesforce integration
  • Real-time sales tax calculation via TaxCloud

Technology Stack Requirements

Odoo ERP framework
Python for customization
PostgreSQL database
pytest for automated testing
CI/CD pipelines for deployment

External System Integrations

  • Salesforce CRM synchronization
  • TaxCloud tax calculation API
  • Cloud infrastructure (AWS/Azure)

System Performance Criteria

  • Cloud scalability for 200+ concurrent users
  • 99.9% system uptime SLA
  • Role-based access control (RBAC)
  • Data encryption at rest and in transit
  • API response time under 500ms

Expected Business Impact of ERP Implementation

The solution is projected to reduce manual operational efforts by 90%, accelerate work order management by 100%, and cut purchase order approval times by 50%. Centralized data management will improve inventory accuracy to 99.5%, while automated workflows are expected to increase overall service delivery capacity by 40% within the first year.

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