The solution
We began by giving the team at SafeGlaze a demo of the Odoo solution. Once we agreed that this could be a fully integrated system that would work for them, Smart IT worked alongside key members of the team to learn more about their business flow. This helped us see how they could either work to fit Odoo or how the package could be changed to better fit them.
It soon became clear that the solution would need to work from the beginning of their sales process, when a sales team is face to face with the customer, to the installation team fitting the windows, and beyond, to the post-installation customer service. In other words, it would have to be an end-to-end package, moving a contract between different stages and members of the team.
After understanding the requirements, we set to work designing each element as an individual task. This is where we ensured the task was fit-for-purpose, by taking it through at least two developers in the design stage, before being worked on by a developer. It was then passed to the quality control team who tested the requirement and produced a full test case to share with SafeGlaze—where it was checked as to its suitability for their users.
Once we had their approval on that development, we arranged the all-important client training and started planning for deployment.
All through this process we made sure we had regular contact and on-site time with the client. This helped avoid any issues with the changing scope and ensured any new developments were valid. It also allowed the client team time to understand the new system and processes, and how they would affect their own work area.
The results
We’ve worked with growing companies before, but never at this pace—with SafeGlaze registering triple revenue figures in a matter of only 3 months. It was therefore essential for them to seek an ERP solution that would allow the business not only to cope with intense growth, but flourish with it.
Following a straightforward implementation, SafeGlaze now has a fully integrated, responsive and intuitive Odoo solution that covers every aspect of their contract journey from sales to installation to service.
By designing it in line with their working processes, it has enabled the company to operate far more effectively and has helped alleviate the pressure on the workforce, keeping them motivated and their morale up. It is also designed to be future proof, by offering scalability and flexibility to ensure it will cover this rapidly growing company as their success continues. And by having Smart IT as their local, proactive IT partner, SafeGlaze can be sure they’ll be supported for years to come.
Key benefits
- Improved staff productivity by 20+%
- Real-time visibility across sales, operations and customer services
- Role-based profiles give personnel flexibility
- Reduced cycle time
- Scalability and integration savings
- SaaS moves from Capex to Opex model
- Significantly improved standardisations in working practices and process flows
- Scalability to flex quickly with expansion