Improved Data Integrity and ERP Reliability for Industrial Pumps Maker

Project purpose: The client, a pump manufacturer, sought to obtain more responsive and in-depth functional support, as well as the ability to customize their Odoo ERP according to their specific needs.

Background: The client implemented Odoo SaaS with a support pack from Odoo, but the initial configuration was not optimal, causing data discrepancies to accumulate in the system. Multiple configuration changes were made during the initial year of system use, resulting in further reductions in data quality. Unable to obtain data issue resolution support from Odoo and to make important system customizations, the client sought a partner to eliminate their need to work directly with the software producer. Steersman’s physical proximity and the fully maintained, customizable Steersman Business Suite (SBS) package, based on Odoo, made Steersman an optimal partner.

Odoo migration to SBS

Steersman worked with Odoo to enable a version upgrade from the client’s outdated system to the Steersman system version that was supported at the time. The steersman then recreated the necessary Odoo configuration in our suite. Due to a change in inventory functionality between Odoo versions, our functional experts created custom inventory and manufacturing routes to enable the required process, ensuring that moves remain manageable and traceable.

Configuration tweaks to fix Odoo processes and bookkeeping

Upon migrating to the Steersman SaaS service, our data team investigated the data discrepancies that the client had accumulated over the first two years of system use. The configuration error was found and repaired, finally synchronizing the ongoing inventory operations with accounting journal entries, as well as balancing the inventory, AP, and AR reports with accounting journals.

Ongoing Odoo user support

Since the migration, the Steersman team has been supporting the client’s 20-person team with functional advice, providing support desk services, training on new modules, and providing staging environments for configuration and module change testing.

Odoo customization to improve processes

Many functional customizations have been developed and implemented for the client over the past two years since the client’s onboarding with the SBS service. Steersman integrated printers, implemented a barcode labeling system, modified multiple reports, set up special user-manager interaction logic, and more.

Ongoing partnership

Since the start of service in 2017, Steersman has supported the client team with all questions related to Odoo and provided additional IT services, effectively serving as an outsourced IT department for a range of technology needs.