The Problem
A mid-sized distribution and manufacturing company needed to move away from manual processes. The parent company had previously attempted to self-implement Odoo, but the project stalled due to the complexity of the requirements.
To verify the platform was the right fit, leadership brought in Traction to help them implement. They decided to use a subsidiary as a "proof of concept." The goal was to prove Odoo could work by launching a complete workflow—Sales, Inventory, Purchasing, Manufacturing, and Accounting—without risking another stalled project.
The Fix A Lean "Phase 1" Build
We delivered a streamlined Odoo implementation focused on speed and simplicity. Rather than tackling the entire corporate structure at once, we built a clean, standard model for the subsidiary in under 70 consulting hours.
What We Built
Sales: Professional quote templates with online signatures so deals close faster.
Inventory & Purchasing: The system now tracks stock levels and uses reordering rules to automatically suggest purchases when inventory gets low—removing the need for manual counting.
Manufacturing (Lite): We enabled "one-step" manufacturing for simple assemblies. This allows the team to track costs and production without the complexity of a full shop-floor control system.
Finance: We connected bank feeds for easy reconciliation and turned on AI digitization to read vendor bills automatically, cutting down manual data entry.
How We Kept It Fast
To keep the timeline tight, we advised against a heavy data migration. Instead, the client team entered their "must-haves" directly: products, current inventory counts, open orders, and customers. This ensured they started with clean, reliable data on day one.
The Result
The subsidiary is now running on a modern system with accurate stock counts and a faster month-end close. Most importantly, the project succeeded in its primary goal: the parent company now has a working, standardized "blueprint" and the confidence to move forward with a broader rollout (Phase 2).