Security solutions provider

The client is a security solutions provider offering workforce and technology-driven security services to large IT companies and residential housing complexes across India. With hundreds of field staff and technical personnel, their operations required streamlined tracking of employee activities, project progress, and invoicing to meet customer expectations.

Despite their growth, their reliance on Excel sheets and a homegrown system created data silos, hampered efficiency, and made it difficult to access accurate, real-time information. The need for a comprehensive, automated ERP solution became apparent as they aimed to enhance customer satisfaction and operational transparency.

The client faced several challenges due to their fragmented systems:

  • Tracking employee movements and delivery agents’ activities was cumbersome.
  • Proof of delivery was not efficiently captured or documented.
  • Scattered and siloed data made decision-making slow and unreliable.
  • The lack of a centralized system hindered the ability to monitor overall operations.

They needed an open-source ERP solution such as Odoo that could easily integrate all business functions and enable real-time tracking and reporting to streamline processes and effectively meet customer demands.

Key Modules Implemented

  • Contact Management: Features for managing “Invoice To” and “Deliver To” details.
  • CRM: Tools to handle the Lead-to-Order cycle efficiently.
  • Sales and Invoicing: Comprehensive Order-to-Cash functionality.
  • Purchases and Supply Chain Management: Streamlined procurement processes.
  • Inventory Management: End-to-end tracking of inventory across locations.
  • Custom Module: Product mapping and monitoring for enhanced visibility.
  • Project Management: Tools for internal project tracking and management.
  • Accounting Integration: Consolidated financial records for improved accuracy.
  • Custom Reporting: Tailored reports for business insights.

Tailored Approach

Navabrind IT Solutions conducted an in-depth assessment of the client’s existing processes to understand their unique requirements. The team demonstrated how Odoo ERP could address its challenges, focusing on automation, data centralization, and scalability.

End-to-End Automation

The implementation automated key workflows, eliminating redundancies and establishing a single source of truth for the organization’s data. It provided transparency, data integrity, and operational security.

Value Delivered

  • Faster ROI: Thanks to improved efficiency and reduced manual intervention, the client realized a return on investment within three months of implementation.
  • Improved Customer Satisfaction: Automated processes ensured timely delivery and accurate invoicing, enhancing customer trust and satisfaction and resulting in 63% higher customer satisfaction.
  • Enhanced Decision-Making: Real-time data and customized reporting enabled quicker and more informed decisions.
  • Streamlined Operations: By integrating all business functions into one platform, the client achieved a seamless flow of information across departments, improving productivity and collaboration.
  • Deep automation: Enabled our client to achieve 25% improvement in revenue and 74% more repeat business

Better allocation & monitoring of personnel

15%

Higher customer satisfaction

63%