Company Name: Bergue Servicios
Location: Zafra (Spain)
Industry: Construction, maintenance and cleaning
Company Size: <50
Odoo Users: 30+
Hosting: SaaS
Apps: Accounting, Purchase, Sales, Rental, Subscriptions, Project, Timesheet, Human Resources, Contacts, Documents, Signing, Website, Inventory
Bergue Servicios is a well-established and dynamic company specializing in providing comprehensive service management in the construction, maintenance, and cleaning sectors.
Its main activity is structured around three fundamental pillars:
Construction and Renovations: They carry out new construction and comprehensive renovation projects for both private and business clients, guaranteeing quality, deadlines, and efficient management from start to finish.
Industrial and Building Maintenance: They provide preventive, corrective, and corrective maintenance services, ensuring the optimal functioning of facilities and the useful life of assets for our clients.
Professional Cleaning Services: They offer specialized cleaning solutions for a wide range of environments, from offices and industrial warehouses to communities and large retail spaces.
Before implementing Odoo, Bergue Servicios faced the common challenges that arise when business growth outpaces the management capacity of disparate tools. These issues created significant inefficiencies, slowed decision-making, and limited their ability to scale profitably:
The main challenge was the dispersion of information and the lack of fluid communication between the different departments (sales, operations, finance, and HR). Both these areas and the sales department did all their management in scattered Excel spreadsheets with no interconnection.
Inefficient Field Service Management and Time Allocation
Work reports were often on paper or recorded at the end of the day/week, which made it difficult to:
Performance Control: Know exactly how much time was spent on each task or customer.
Accurate Billing: Generating invoices based on actual time spent and materials consumed.
Resource Planning: Assigning the right staff with the required skills to each service order or project, without a centralized view of their availability and workload.
Difficulty in Strategic Decision Making
The lack of an integrated, real-time 360-degree view prevented the generation of reliable and rapid management reports.
Profitability Analysis by Service/Project: They could not identify with certainty which line of business (Construction, Maintenance, or Cleaning) was the most profitable.
Stock/Warehouse Management: Material purchasing planning (for construction or cleaning supplies) was reactive, leading to stock shortages or, conversely, excess inventory that tied up capital.
The Key Decision: Cloud Technology and Mobility
With all the problems they were facing, Bergue Servicios made the decision to implement an ERP. Among the various options, they chose Odoo because of the support and up-to-date features that come with having a cloud-based system, among other things.
Its responsive design and native mobile application were decisive factors. It was imperative for Bergue Servicios to have a tool adapted to all devices, allowing its construction and maintenance technicians to record hours, consult equipment history, and attach photos directly from the job site or service location using their mobile phones.
General Implementation and Change Management Process
The initial phase was essential for questioning the old way of working and defining the exact scope (Accounting, Sales, Projects, Inventory modules, etc.) needed to integrate our three lines of business (Construction, Maintenance, and Cleaning). The goal was to ensure that each process to be implemented would bring real value and justify the investment.
Kick-off and Implementation in Short Cycles: This stage focused on early training of key users and system configuration. They configured Odoo to handle the specifics of their projects and services without resorting to complex customizations.
Go-Live: Once configured and tested, they proceeded to production. This phase was dedicated to last-minute bug fixes and intensive training of the entire team to ensure a smooth transition.
Beyond the technical configuration, the biggest challenge and most important element of the project was change management. The company had to accept that Odoo was not simply a software replacement, but a new way of working.
“Our SPoC (Single Point of Contact) played a vital role. They acted as an ambassador for change and as our main key user, helping to ensure that the system was used correctly from the outset.”
“Our SPoC (Single Point of Contact) played a vital role. They acted as an ambassador for change and as our main key user, helping to ensure that the system was used correctly from the outset.”
The main challenge during the implementation of Odoo was not technical, but organizational and cultural. As in many digitization processes, the biggest obstacle was resistance to change from some team members, especially those accustomed to ingrained working methods, such as intensive use of Excel or paper work reports.
To mitigate this resistance, training focused on the benefits rather than on “how to use the software.” Instead, the training focused on “how Odoo makes your life easier”:
Maintenance technicians were shown how the Odoo app shortens the billing process and allows them to have all the historical information about the asset on their mobile phone.
The administration team was shown how the system automates bank reconciliation and eliminates the need to transcribe data from Excel.
Odoo has helped Bergue Servicios overcome all of its initial challenges. From eliminating the use of multiple tools to managing costs and profitability in real time. In addition to the associated efficiency in field service, both for maintenance and cleaning areas.
It is because of all the improvements that Odoo has brought to Bergue Servicios that when asked if they would recommend Odoo, their answer is a resounding yes, especially to those who, like Bergue Servicios, operate in multiple lines of business (construction, maintenance, and services) and are limited by system fragmentation and dependence on outdated tools such as Excel.
