Overview

A growing automation and engineering firm partnered with Techvoot Solutions to eliminate operational silos across sales, engineering, production, inventory, and maintenance functions. The organisation needed a centralized ERP platform capable of managing complex engineering revisions, project costing, production planning, and after-sales services. By implementing a customised Odoo ERP solution, the company improved operational visibility, reduced engineering errors, and accelerated project delivery across departments.

Performance at a Glance

45% Faster Conversion

Accelerated quotation generation, approvals, and deal closures through automated workflows.

30% Reduction in Errors

Version-controlled design management improved accuracy and consistency across teams.

25% Higher Renewals

Automated maintenance scheduling and renewal management improved customer retention.

Goals

The client wanted to unify engineering, sales, production, inventory, and service operations into a single platform while improving visibility, collaboration, and process efficiency. The objective was to reduce manual dependencies, strengthen project control, and establish a scalable operational framework for long-term growth.

  • Centralize Business Operations: Create a single platform connecting sales, engineering, production, inventory, and service functions.
  • Improve Design Control: Manage engineering revisions, approvals, and version histories with complete traceability.
  • Accelerate Quotation Processes: Reduce quotation turnaround time while improving pricing accuracy and consistency.
  • Enhance Production Efficiency: Improve scheduling, procurement planning, and manufacturing coordination.
  • Strengthen Inventory Visibility: Track components, raw materials, and finished products in real time.
  • Improve Project Profitability: Monitor project costs, margins, and performance through live reporting.
  • Digitize Service Management: Automate maintenance schedules, service contracts, and field service operations.
  • Enable Data-Driven Decisions: Provide leadership with real-time operational and financial visibility.

The Challenges

The automation firm relied on disconnected systems and manual processes that created inefficiencies across engineering, production, and service operations. These challenges limited visibility, increased errors, and slowed project execution.

01

Lack of Design Version Control

Engineering teams struggled to manage revisions and approvals, resulting in design inconsistencies and rework.

02

Slow Quotation Processes

Manual quotation creation and approvals delayed customer responses and affected conversion rates.

03

Disconnected Operational Functions

Engineering, production, procurement, and inventory teams operated with limited coordination and visibility.

04

Inefficient Production Planning

Production schedules lacked real-time alignment with project requirements and inventory availability.

05

Limited Cost Visibility

The organisation had difficulty tracking project costs, profitability, and resource utilisation accurately.

06

Poor Maintenance Coordination

Service contracts, maintenance schedules, and customer support activities were managed manually, increasing operational overhead.

Solutions by Techvoot

Techvoot Solutions implemented a customised Odoo ERP ecosystem that unified engineering, sales, inventory, production, project management, and after-sales operations into a centralized platform.

01

Quotation & Sales Automation

Automated quotation generation using predefined templates, BOM integrations, approval workflows, and real-time costing.

02

Engineering Change Management

Introduced version control, revision tracking, and approval workflows to ensure engineering consistency across departments.

03

Production Planning & Manufacturing Control

Implemented dynamic production scheduling, work order management, and procurement planning aligned with real-time demand.

04

Inventory & Material Management

Enabled barcode-based inventory tracking, automated replenishment, and component traceability across operations.

05

Project Costing & Profitability Tracking

Integrated material, labour, and subcontracting costs into project dashboards for real-time margin analysis.

06

After-Sales Service & Maintenance Management

Automated preventive maintenance schedules, service ticket management, contract renewals, and technician workflows.

Core Features

The Odoo ERP implementation delivered a unified operational framework that improved visibility, automation, and control across the entire engineering and manufacturing lifecycle.

  • Automated quotation management with real-time costing, approval workflows, and BOM-linked pricing intelligence.
  • Engineering revision control system with version tracking, approval management, and complete design traceability.
  • Production planning tools supporting work order scheduling, manufacturing execution, and procurement coordination.
  • Real-time inventory management with barcode tracking, stock visibility, and automated replenishment workflows.
  • Integrated project costing dashboards displaying material costs, labour expenses, profitability, and project performance.
  • Preventive maintenance and service management modules supporting contract tracking, ticket management, and field service operations.

Ready to Optimize Your Industrial Automation Operations?

Gain 360° operational visibility, cut engineering errors, and accelerate project delivery across your organization. Techvoot Solutions is ready to design and implement your customized Odoo ERP platform.

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