Streamlining Operations for a Leading Tech Device Manufacturer with Odoo ERP

When a tech device manufacturing company was struggling with their disconnected systems across sales, inventory, procurement, and finance. 

Here’s how INTECH implemented a personalized ERP solution, aligning with the client’s business model to reduce their manual workloads, and ensure smooth end-to-end operations.

The client is a leading tech device manufacturer serving both consumer and enterprise markets, producing high-end drones and camera gear accessories.

Their business operations involve design, assembly, sales, and distribution of drones, catering to industries such as aerial photography, surveying, agriculture, and public safety.

With a growing customer base, they faced increasing complexities in managing inventory, sales processes, procurement, and financial transactions.

Their existing tools were a mix of spreadsheets, standalone applications, and manual workflows that were slowing down their ability to meet demand efficiently.

Their key challenges included:

1. Sales Bottlenecks:

The sales team had no structured system to manage leads, qualify prospects, and track sales cycles efficiently.

2. Inventory Gaps:

The company struggled with inventory tracking, often experiencing stock shortages or excesses due to lack of real-time visibility.

3. Procurement Delays:

Reordering parts required manual coordination, leading to supply chain inefficiencies.

4. Manufacturing Inefficiencies:

Production planning was reactive, leading to delays in assembling drones.

5. Disconnected Finance Processes:

Managing invoices, tracking payments, and handling down payments across multiple spreadsheets was inefficient.

6. Shipping & Fulfillment Issues:

Logistics was a major bottleneck, with no automated order tracking or shipping label generation.

To solve these, the client needed a centralized ERP system to streamline operations, eliminate inefficiencies, and ensure seamless communication across departments.

To resolve these operational challenges, INTECH implemented Odoo ERP, integrating multiple business functions into a unified and automated system. 

The solution ensured seamless data flow between sales, inventory, procurement, manufacturing, finance, and logistics, allowing the company to scale efficiently. 

We implemented the following key features to solve client’s core business problems: 

1. CRM & Sales Automation:

Lead tracking, automated follow-ups, and streamlined proposal generation.

2. Inventory Optimization:

Real-time stock updates and reorder point automation.

3. Procurement Automation:

Auto-triggered purchase orders based on stock levels.

4. Manufacturing Planning:

Bill of Materials (BoM) setup for efficient production workflows.

5. Financial Integration:

Automated invoicing and payment reconciliation.

6. Logistics & Shipping Integration:

FedEx API for shipping rates and real-time tracking.

7. User Access Control:

Role-based permissions ensuring data security and controlled access.

The implementation followed a structured, phased approach to ensure smooth ERP adoption:

1. Requirement Gathering

INTECH conducted in-depth business process analysis, identifying inefficiencies in the client’s sales, inventory, procurement, and manufacturing workflows.

2. ERP Customization & Setup

Odoo ERP was configured to align with the client’s specific needs, including custom dashboards, automated workflows, and tailored reporting tools.

3. Data Migration

The client’s historical sales, inventory, procurement, and financial data was securely migrated to Odoo, ensuring a smooth transition.

4. Process Automation

Manual tasks, such as lead qualification, order processing, stock replenishment, invoicing, and shipping coordination, were automated to eliminate inefficiencies.

5. Training & Support

INTECH provided hands-on training for sales, procurement, inventory, and finance teams to ensure a seamless transition to the new ERP system. Ongoing technical support was offered to resolve post-implementation queries.