Poortenhersteller
Poortenhersteller was severely hindered by a fragmented and analog workflow. The company's operations were split across multiple, disconnected systems: legacy project management software, standalone spreadsheets for tracking purchased parts, cloud storage for photos, and, most critically, physical paper work orders for all field service operations.
This disjointed process created several critical pain points:
Inefficient Planning: The back-office planner spent significant time daily on a complex, manual 'planning puzzle', lacking any visual or geographical overview of open tasks.
Analog Field Service: Technicians operated entirely on paper, leading to illegible notes. They had no digital access to crucial customer history or photos while on-site, making diagnoses difficult.
Management Bottleneck: A manager was a bottleneck, forced to manually review all paper work orders at the office to provide diagnoses, estimate work, and plan materials.
Fragmented Data: Data was siloed, with no link between purchasing and planning. Invoicing was a manual process of re-typing technician notes.
As an Odoo partner, Digifiers implemented a comprehensive, centralized ERP solution to digitize the entire workflow. The project scope focused on an MVP (Minimum Viable Product) utilizing Odoo's Field Service, CRM, Sales, Inventory/Purchasing, Invoicing, and Documents modules.
The solution directly addressed the primary pain points by:
Replacing Manual Planning: Implementing the Odoo Field Service module to provide a smart, visual, and geographical planning tool, eliminating the daily manual puzzle.
Empowering Technicians: Creating a simple, intuitive mobile interface for technicians to digitally register hours and materials, upload photos directly to the project, and access the complete customer history on-site.
Removing Bottlenecks: Establishing a digital workflow that allows management to review requests and initiate purchase orders remotely.
Centralizing Data: Integrating purchasing directly with jobs to replace the standalone spreadsheet and automating invoice creation based on the new digital work orders. The Documents module replaced the external cloud storage.
The solution also included crucial integrations with email and calendar systems (for syncing the technicians' schedules) and an e-invoicing network.
The result is a transformative shift, providing massive time savings for the planner, greater efficiency for technicians, and real-time, actionable insights for management. The partner established itself as sustainable and trustworthy by providing a "Continuity Guarantee", ensuring the client retains full ownership of all source code and faces no technical or contractual 'lock-in'.
