Customer reference
Com-Pac Filtration Inc
With a legacy spanning four decades, Com-Pac Filtration has consistently led the way in packaged pool filtration innovation. Our state-of-the-art fibreglass housings and subterranean vaults feature cutting-edge pumping and filtering designs, setting the benchmark in the pool industry. Experience simplicity, high efficiency, and exceptional capability with Com-Pac systems, meticulously crafted to your specific requirements, all proudly manufactured in Jacksonville, FL.
Industry
ManufacturingLocation
Jacksonville, Florida (US), United States
Implemented by
Case on Odoo
The context
From legacy software to a secure, integrated ERP backbone
Com-Pac Filtration is a manufacturer based in Jacksonville, Florida (US), United States, specialising in packaged pool water filtration systems built on four decades of innovation.
Before the project, Com-Pac Filtration was relying on legacy software that could no longer keep up with the pace and complexity of its manufacturing and filtration projects, resulting in fragmented information, manual workarounds, and limited end-to-end visibility across operations.
The goal was to modernise their core systems without disrupting day-to-day manufacturing, secure a reliable platform for future growth, and give every stakeholder clear, real-time visibility into production, stock, projects, and financial performance.
Their needs
A smooth, fully secured transition to Odoo ERP
The client chose Captivea for the implementation of Odoo ERP to ensure a smooth transition from their previous software to the new solution, leveraging our proven expertise and our ability to secure every step of the change.
- Gain reassurance about how feasible it is to migrate from their existing tools to Odoo ERP.
- Make sure that Captivea truly understood their manufacturing and pool filtration business before committing to the project.
- Agree on a realistic budget, scope, and implementation approach for the new Odoo environment.
- Clarify the project timeline and how each step of the transition would be managed and secured.
The proposed solution
A structured Odoo ERP rollout built on detailed upfront analysis
Captivea began by conducting a full analysis of Com-Pac Filtration's Odoo environment, with clear objectives: reassure the client on feasibility, demonstrate an accurate understanding of their business, confirm the project budget, define how the rollout would be carried out, and secure the overall timeline. Through themed business discovery workshops grouped by people and domains, Captivea documented processes, produced formal deliverables, presented them to stakeholders, and iterated based on feedback. On this foundation, Odoo ERP was implemented as the backbone of operations, using the selected apps across productivity, supply chain, manufacturing, human resources, services, finance, CRM, sales, documents, and events to streamline workflows and centralise data.
The first step of this project is to perform a complete analysis of the client's Odoo environment.
Analysis objectives
- To be reassured on the faisability
- Show that we understood their business
- To confirm a budget
- To know and confirm how we will do it
- Know the timeline
Analysis processes
- Business discovery
- Workshops By theme / group of people / domains
- Create the deliverables documents
- Present it
- Handle feedback
Odoo apps deployed
The Odoo suite on this project
All Odoo applications, activated at the pace of the client's needs.
Sales & CRM
Websites
Inventory & Manufacturing
Finance
Human Resources
Productivity
The results
Benefits & Returns on investment
What the client gained, day after day, once the solution went live.
Time saving
- Centralized organization of financial documents
- Generate quotes in a few clicks
- Quick sharing of documents
- Simplified supply management
- Automation of intervention schedules
Productivity gain
- Centralized management of leads and customers, increasing sales team efficiency
- Smoother order processing with real-time stock tracking
- Clear visualization of performance and key indicators
- Quick access to employee information
Increase in sales
- Improved client satisfaction through faster project delivery
- Better time management that helps allocate resources to the most profitable projects
- Identification of additional needs through ticket analysis
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