Case Study: ERM Process Flow & Odoo ERP Customization and Implementation
Writer: Tekgenio Writer
Header: Giammarco Boscaro via Unsplash
Project Overview
Modularex, a robotic automation company, required a streamlined Engineering Resource Management (ERM) process within Odoo ERP to enhance efficiency, improve tracking, and ensure seamless integration across various departments. The objective was to digitize, automate, and integrate their engineering workflow from lead generation to final project delivery and monitoring.
Challenges
- Inefficient Workflow Tracking: The engineering process involved multiple steps from lead creation to final project execution, requiring better tracking and collaboration.
- Disconnected Data Flow: Sales, project, procurement, warehouse, and assembly teams needed a unified system for real-time data visibility and automation.
- Manual Quote Generation: The sales team required a more efficient method to capture soft quotes, reducing manual effort.
- Complex Approval & Digital Sign-Offs: The transition of system specifications to the product team required a structured, trackable approval system.
- Delivery & Testing Oversight: Shipment tracking and Factory/Site Acceptance Testing (FAT/SAT) needed a more automated and real-time tracking system.
- Executive Monitoring: The management required an intuitive dashboard for tracking project progress, approvals, and statuses at any stage.
Our Solution: Custom Odoo ERP Implementation
- Lead & Opportunity Management (Step 0)
Developed an integrated Sales Factory Canvas Calculator in Odoo for lead and opportunity creation. Automated lead tracking and soft quote generation within the Odoo Sales module. - Sales Quote Automation (Step 1)
Configured Odoo to capture and create soft quotes directly from the Sales module, reducing manual effort. Enabled automatic cost estimation based on predefined product and service configurations. - Project Creation & System Specification (Steps 2 & 3)
Automated the transition from sales to project management by generating system specifications. Introduced digital sign-offs for project finalization and seamless approval workflows. Implemented role-based access to ensure only authorized teams could review and approve specifications. - Product Team & Procurement Automation (Step 4 & 5)
Automated Purchase Order (PO) generation for the product team. Integrated procurement workflows into Odoo, ensuring that POs were linked with warehouse operations for tracking. Enabled real-time visibility into incoming materials and warehouse inventory. - Factory Acceptance Test (MFAT) & Assembly (Step 6)
Developed an assembly and quality check module to track product readiness. Integrated MFAT (Modularex Factory Acceptance Test) workflows for in-house testing before shipment. - Delivery & Site Acceptance Test (Steps 7 & 8)
Automated Delivery Order tracking and confirmation within Odoo. Integrated Site Acceptance Test (SAT) procedures, ensuring assembly and quality checks at the customer’s location. Linked delivery tracking with the project and warehouse modules for real-time monitoring.
Key Results & Benefits
- ✔ End-to-End Automation: The entire ERM process flow was streamlined, reducing manual intervention.
- ✔ Real-Time Visibility: Enhanced project tracking from lead creation to final delivery.
- ✔ Improved Efficiency: Automated workflows led to faster approvals, reduced delays, and optimized resource utilization.
- ✔ Seamless Data Flow: Integrated sales, procurement, warehouse, and testing teams into one unified system.
- ✔ Executive-Level Insights: The NERV Dashboard provided management with a high-level overview of all projects and operations.
Conclusion
The Odoo ERP customization for Modularex’s ERM Process Flow successfully transformed a multi-step, manual-intensive workflow into an automated, structured, and highly efficient system. This implementation enhanced collaboration, improved tracking, and provided real-time insights, enabling Modularex to scale its operations effectively.