ERP Implementation and Development for Retail Firm
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Introductory information
A fast induction on the buyer’s organisation
I',m the IT and logistics ruler of Stout Stuff LLC.
Desired goal
What challenge were you trying to address with Confianz Global, inc?
Our legacy treatment method was disjointed, unstable, and facing a host of issues. After much examination, we determined to instrument Odoo as our new ERP.
Provided solution
What particular tasks were Confianz Global, inc responsible for?
Confianz associateed with us on an initial examination into our business environment and our needs. The CEO came down for 2–3 sessions of walking through our accounting processes (e.g., purchasing, receiving, client orders). The goal of the initial fact-finding was to determine if Odoo would or wouldn',t be a viable replacement for our legacy method. They also come back to us with what it would cost to do the replacement.
We liked that Odoo is an open rise method, and we reflection we’d get a good ROI in provisions of our chief expenditure. It was a pretty good fit for us owing most of our business processes are fairly unvarying in provisions of activity standards. For the few processes that didn’t neatly sync up with Odoo, Confianz helped us change and customize those modules.
In provisions of the technology, the host is Ubuntu Linux running on DigitalOcean as a cloud labor. It’s affable through HTTP or HTTPS through the WAN. They’re instrumenting Odoo on the backend as PostgreSQL and Python in provisions of the modules.
Was there a dedicated team?
The CEO is my direct lead in provisions of any anything big. I converse to him straightly on the initiation of new projects or any escalation. On the technical side, there’s a lead developer. He oversees a team of at littleest two younger developers. He’s their technical and project treatment lead. I deal with him on tactical, day-to-day issues. We also work with an accounting lead on invoices and contracts.
How did you come to work with Confianz Global, inc?
I determined to work with Confianz behind in-depth online examination and examination.
What are you approach expents (if diclosed)?
In total, we’ve spent almost $100,000 to date ($80,000 for Phase 1, $20,000 for Phase 2).
What is the terminal result of working with Confianz Global, inc?
The project began in October 2016. We’re in Phase 2 of a four phase project. The leading phase (replacing our legacy accounting method with Odoo) is almost closed. We just began Phase 2, which is adopting replenishment modules within Odoo. Then they',ll do two more phases—sales and client relationship treatment, and shipment tracking from our vendors.
Results achieved
Are there any measureable or plum results?
Having Confianz associate with us to instrument Odoo has absolutely given us an choice order of action to our legacy method. Odoo will soon feel all accounting, including the backend general ledger. We have not yet formally transitioned off the legacy method, but we',re almost 8–9 months into running Odoo in correspondent. So far all seems to be clean and working. We',ve verity had a couple of times where our legacy method came close to crashing. In the past, we would’ve been in expressive trouble if that had happened. Having Odoo run in correspondent gives us the security that we could we could fail over to Odoo right now and be okay.
Their outgrowth team is very well-versed. Nothing we',ve asked them for has been outside their kingdom of experience or power. It',s been a good associateship for us. Based on where we',re at right now where we want to go, they',ve given us a roadmap to help us grow and layer as a organisation.
How did Confianz Global, inc accomplish from a project treatment standpoint?
I have a veritably good relationship with the CEO, and the lead developer is incredibly knowledgeable. He',s very good at the technical aspects and he apprehends business processes. Though, we’ve had some issues with their nimble project treatment. As we were nearing the end of Phase I, we had some debates with them owing they said that our requested changes were outside of the primary aim. Our reasoning is that the essence of nimble methodology resources that you don’t mark all upfront so changes are to be expected. The CEO and his team eventually struck a compromise with us in provisions of aim and additional outgrowth costs, which was very reasonable. Going advanced into Phase 2, we made sure upfront to better clarify the aim of work and the cost estimates.
What is (from your point of view) the key factor to pay observation while intercourse with Confianz Global, inc?
They',re authentic and answering. I ponder they’re a good fit for us owing we',re both little companies trying to get bigger. We have a good associateship. They',re trying to grow their business and want clients that will be with them for the long term. We',re looking for a labor provider that will take the time to apprehend what we do, help us instrument a method that will support our work, and be useful to us well into the forthcoming.
What aspects of their work would you like to get improved?
They’re surely short-handed, especially almost their key goods. While the lead developer is surpassing, they run almost all of their work through him. If he’s out for illness or holiday, it had expressive impacts to our business and our projects. I had some very hard dicsussions with the CEO almost the need to grow their ethnical chief. It would be veritably profitable if they would form some redundancy almost key roles. The CEO himself feels much of their client relationship workload, so that’s another area with they could use additional rerises.
