Pular para o conteúdo
Voltar às referências
Voltar
C. Gerhardt UK Ltd

C. Gerhardt UK Ltd

C. Gerhardt UK initially engaged Thoughtlogik for a consulting assignment to assess their existing systems and operational processes. The objective was to identify a scalable, integrated software solution that could support their growing sales and service operations. After a detailed analysis, Thoughtlogik recommended Odoo as the best-fit platform and developed a comprehensive Minimum Viable Product (MVP) tailored to C. Gerhardt UK’s needs. 

The MVP covered key workflows including CRM, Inventory, Field Service, Customer Asset Management, and Accounting  providing a unified view of their business operations. Impressed by the depth and flexibility of the solution, C. Gerhardt UK decided to proceed with a full-scale implementation of Odoo. 

Previously, they had been using Zoho CRM, Sage Accounting, and a mix of spreadsheets and emails to manage day-to-day tasks. As the business scaled, these disconnected systems led to growing complexity from managing instruments and spare parts to field service scheduling and compliance tracking. With Odoo, they found a platform that could centralize their operations, improve visibility, and deliver a seamless experience for both customers and employees. 

Key Challenges 

  • Isolated systems with Zoho and Sage leading to duplication and miscommunication. 

  • Manual field service management without technician scheduling, reporting, or tracking. 

  • Poor visibility into the lifecycle of customer assets, maintenance history, and warranty status. 

  • Inefficient stock and order tracking, often handled via spreadsheets. 

  • Disjointed HR and Payroll systems, lacking integration with core operations. 

Odoo Modules Implemented 

  • Website 

  • CRM 

  • Sales 

  • Subscriptions 

  • Inventory 

  • Purchase 

  • Accounting 

  • Helpdesk 

  • Field Service 

  • Repairs 

  • Customer Assets (Custom module) 

  • Employees 

  • Payroll 

  • Time Off 

  • Sign 

 

Odoo Solution and Benefits 

End-to-End Business Transformation using Odoo’s modular platform: 

  • Field Service: Mobile-enabled technician scheduling, on-site service reporting, and timesheet tracking. 

  • Custom Customer Asset Module: Central asset registry linked with sales, subscriptions, helpdesk, field service, repairs to track warranty info, service history, and spare part usage. 

  • Accounting: Complete migration from Sage, with automated invoicing, reconciliation, and financial insights. 

  • CRM & Sales: Integrated lead-to-quote journey with customer communication and document management. 

  • Inventory + Purchase: Real-time stock levels with automated reordering for consumables and parts. 

  • HR & Payroll: Employee management, time off tracking, and UK-compliant payroll setup. 

  • Website & Subscriptions: Product showcase with future capability for customer subscriptions and managed services. 

  • Helpdesk & Repairs: Streamlined customer support tickets, repair job management, and service SLAs. 

 

Overall Business Impact: 

  • Centralised operations and reduced admin overhead 

  • Empowered field teams with mobile tools 

  • Complete traceability of instruments and services 

  • Real-time data for leadership decision-making 

  • Improved customer satisfaction through faster, better service delivery