Let's start with the right question.
The question isn't "what software should we buy?"
The real question is: what does this business actually need to operate well, and what's the simplest way to get there?
Systems & Operations Review
Let's start with the right question.
The real question is: what does this business actually need to operate well, and what's the simplest way to get there?
When something didn't work, the answer was usually to add another tool. A new system here, a patch there, someone's custom fix on top.
Each piece might have made sense on its own. But no one was thinking about how it all fits together.
The result: multiple systems that don't talk to each other, data that doesn't sync, and a foundation that's getting harder to trust.
At its core, a successful business is simple:
But not all money flow is obvious.
But why is this happening? Let's look at what's underneath.
Each added at a different time. Each solving a problem in the moment. But none designed to work together.
Think of it like a leaning tower — each piece stacked on top, but nothing holding it together. It's still standing, but it's not stable.
These systems don't talk to each other properly.
Data in one place, invoicing in another, reporting somewhere else.
If a server fails tomorrow, 4,000+ customer records, invoices, and years of history could be gone.
No one to call. No copy to restore from. Starting from scratch.
This isn't about software.
That's years of relationships. Service history. Trust built one job at a time.
That data is the business.
Right now, this is scattered across systems that don't sync, on servers that could fail.
The right system handles the repetitive work — invoicing, tracking, syncing, reminding — so your team can focus on what actually matters.
Growing the business. Serving customers. Solving real problems.
We've seen the categories. Now let's get specific.
Time. Money. Customers. Risk. Let's put numbers to it.
And we don't have to tear everything down to do it.
The platform is called Odoo. It's a modern business management system used by millions of companies worldwide.
Professional marketing website, bilingual (EN/FR), SEO-optimized, clear service pages, working contact forms, mobile-friendly
Number of pages, complexity of design, custom features (e.g., quote calculator)
4,000+ customer records migrated, full profiles with contact info, service addresses, packages, history, documents and notes
Data quality in SAP, complexity of records (multiple addresses, package history), volume of documents
Bridge between old system and Odoo, automatic package adjustment, PDF invoices with payment links, outstanding balance follow-up
Complexity of syncing two systems, edge cases in package logic, payment gateway requirements
Secure portal, view invoices, online payment, service history, download receipts, request appointments
Depth of booking feature (simple request vs. slot selection), branding customization, additional self-service features
Scheduling, zone/route assignment, dispatch, mobile for techs, HR tracking, fleet management, old system retired
Complexity of scheduling rules, depth of HR tracking, fleet requirements, mobile app customization, training scope
Owner dashboard, financial reports, technician performance, operational metrics, HR insights, custom reports
Number of custom reports, complexity of data visualizations, level of drill-down needed
7 months from start to finish