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SAMRIDDHI

The client’s Sales, CRM and After Sales processes of the business owner were being managed manually and were inhibiting his growth. Key need of the business was to automate processes and help draw analysis data from them. Problems the business wanted to solve included.

Navyug’s Customized OpenERP (now Odoo) solution helped Samriddhi Securities (a security equipment manufacturer with manufacturing units at multiple locations) provide sales and after sales services both to dealers and end-users.

Client: Samriddhi Automations Pvt. Ltd. (India)

Project:  OpenERP (now Odoo) Implementation

CHALLENGES

  • An application easy for blue collar staff to use.
  • Migrations of legacy data from excel sheets to ERP.
  • Automation and integration all Sales, CRM and After Sales processes
  • Integration of Sales with Tally Accounting, since the Accounts Department was comfortable with Tally.
  • A better overall experience for Samriddhi customers.

PROCESS FOLLOWED

  • Extensive visits and interaction with staff and business owners – compared multiple ERP solutions and finalized OpenERP (now Odoo) as best-fit.
  • Balsamiq mockups of solution shared with Client.
  • Poker Planning, Agile methodology with daily standups, sprints and retrospectives.
  • Test Driven Development
  • Code and Progress of work shared with Client over Git and Trac respectively.
  • Daily 15 min interaction with Client during stand-up, to ensure maximum communication and quick reactions.

FEATURES

  • Company Configuration: Management of Company data including Departments and Employees (including Sales Department).
  • Inventory and Warehouse Management.
  • Sales Module: Complete sales cycle from Leads generation to Supply Order.
  • CRM: Comprehensive Module to manage all types of customer interactions including inquiries.
  • After Sales Service and Support.
  • Purchase Management
  • Management of warranties, returns, replacements and repairs.
  • Integration with Tally ERP

“Client business has grown many times since the implementation.”

RESULTS

  • Client business has grown many times since the implementation.
  • All customer and sales interactions are available on ERP for analysis.
  • Analysis and actions on Customer interactions has led to better customer experience.

TECHNOLOGY

OpenERP (now Odoo), Python and .XML, Manual UI testing, Balsamiq Mockups, Aptana IDE, Git Repository, Trac for Ticketing

Project Case Study

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