ERP Implementation for Organic Health and Dietary Food Supplements Provider in The USA

The company, selling organic health supplements online under three brands, faced integration and system availability issues due to managing multiple software systems.

To address these challenges, we implemented an Odoo-based solution that streamlined processes by automating workflows, ensuring data consistency, and consolidating functions into a single system. This approach reduced server infrastructure costs by 70%, achieved 100% data consistency, and improved order fulfilment speed by centralizing operations and automating decision-making and user activities.

Project Brief

The company has been selling organic health and dietary supplements online for the past 8 years under three different brand names. The company has 2500+ products in their catalog and is managing more than 60000 orders annually through their three online store. The products are all in-house LAB tested for FDA approvals.

Business Needs & Challenges

System Integration

They had system integration issues with multiple software they were managing. They were also facing system availability issues whenever any new functionality rolled out in one of the systems they were managing.

Data Management

Because of this, they were also facing data synchronization and consistency issues.

Different Software Training

Having multiple systems in place and given the team size they have, it was a big challenge for them to train users for different software

Maintenance and Infrastructure Cost

At last, the maintenance and infrastructure cost was another challenge for them, as they were managing around 6 different systems.

Technology Stack & Tools

Our Solutions

Consulting

We started by outlining the business processes in terms of user stories.

Mapping

Next, we mapped the user stories with odoo features and modules.

Process Automation

Because the client wanted process automation, we worked out various decision trees and converted them into Odoo workflows. We have collected every possible scenario in this … as one of the main objectives of the system was to provide automated and intelligent decision-making.

Gap Analysis

Then we did the GAP analysis to provide a report on what we can achieve with out-of-the-box Odoo and where we need to do the customization.

Creating Architecture

After that, we did the architecture and project planning.

Implementation

We started with step-by-step implementation by grouping related business processes like "purchase with inventory", "sales, invoice and accounting", etc.

Use Odoo ToDo and Notifications

To drive users for their day-to-day activities, we have done comprehensive utilization of Odoo's Approval module with "Todo and Notifications".

Created Odoo Custom Modules

For smart decision-making, we have utilized the historical data, pre-configured rule sets, and custom stages for Odoo's default modules like purchase and sales. Also, created custom modules for digitizing sampling and LAB testing processes.

Business Impact

Reduced Infrastructure Cost

We managed to reduce the server infrastructure cost to 70% by moving different software to Odoo.

Efficient data management

We have achieved 100% data consistency as everything is now in Odoo – One single source of truth.

Rapid Order Processing

The Customer can do a Faster "Order Fulfillment" process. This is Due to on-time user activities in Odoo.

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