Waterwell Irrigation

Systems & Operations Review

February 2026 · Prepared by Omar
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01 — Why Strategy Matters

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?

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01 — Why Strategy Matters

Here's what's happened over time.

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.

02 — Back to Basics

At its core, a successful business is simple:

Money In > Money Out

But not all money flow is obvious.

Direct
Easy to see and measure
Indirect
Just as real, but harder to track
02 — Back to Basics

Where is money leaking?

Show current problems
Direct
Indirect
Money In
Invoice collection
Package sales
Service revenue
Lead conversion
Customer retention
Referrals
Competitive positioning
Customer experience
Money Out
Payroll
Infrastructure
Fleet
Inventory
Invoice processing
Payment collection
Appointment scheduling
System efficiency
Data accuracy
Field team enablement
Business visibility
Employee experience
IT support & reliability
02 — Back to Basics

17 problem areas. Here's what that means.

6
Wasted time
Processes eating up hours that should be automatic
5
Lost customers
Ways customers are slipping away or going to competitors
2
Risk exposure
Things that could fail badly with no safety net
2
Blind spots
Areas where you're operating without reliable information
1
Uncollected revenue
Money earned but not reaching you
1
Morale drain
Tools wearing people down every day

But why is this happening? Let's look at what's underneath.

03 — Current State

You don't have one system. You have five.

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.

03 — Current State

The current stack

SAP Business One
Source of record
Customer accounts, invoices
CRM/ERP
Day-to-day operations
Scheduling, customer lookup
ADP Workforce
Payroll & HR
Timesheets, attendance
Power BI
Reporting
Dashboards, analytics
Website + Portal
Customer-facing
Marketing, bookings, payments

These systems don't talk to each other properly.

Data in one place, invoicing in another, reporting somewhere else.

03 — Current State

And it all runs on this.

On-premise servers
Roughly 15 years old
No IT support
As of this year
No known backup
No redundancy

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.

04 — Heart of the Business

This isn't about software.

4,000+ customers. That's not just a number.

That's years of relationships. Service history. Trust built one job at a time.

That data is the business.

04 — Heart of the Business

What's sitting in those records

4,000+
Customer relationships
Contact info, service addresses, preferences, history
1000s
Of jobs per year
Openings and closings that repeat every year
Years
Of service history
What was done, when, by whom, what parts were used

Right now, this is scattered across systems that don't sync, on servers that could fail.

05 — What Good Looks Like

A system should work for you. Not the other way around.

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.

05 — What Good Looks Like

The shift

Today
Tomorrow
Manually adjust every invoice
Invoices generate automatically
Chase customers for payments
Payments come to you
Hunt across systems for info
Everything in one place
Hope nothing breaks
System just works
06 — Top Pain Points

We've seen the categories. Now let's get specific.

What is this actually costing?

Time. Money. Customers. Risk. Let's put numbers to it.

06 — Top Pain Points
01

Time bleeding away

Adjusting invoices + Retrieving from SAP + Payment calls + Slow system
min
×
400 invoices
=
67 hrs/mo
That's over $13,400/season in wasted labor
Assumes $25/hr labor cost · 8-month season
06 — Top Pain Points
02

Cash flow disrupted

Work done
Invoice sent
PDFs not going out
Customer pays
Gateway fails
?
Money collected
No follow-up
Money earned but sitting in limbo.
06 — Top Pain Points
03

Leads lost at the door

1
Visitor lands on website
2
Hard to navigate, can't find info
⚠ Some leave
3
Site doesn't build confidence
⚠ More leave
4
Form takes hours to reach inbox
⚠ Most leave
?
By then, they've moved on
You never see the leads you lose. They just go somewhere else.
06 — Top Pain Points
04

Customers underserved

What customers should be able to do:
Book appointments online
Pay invoices online
See their service history
Trust that appointments won't disappear
Customers don't complain. They just don't come back.
06 — Top Pain Points
05

People wearing down

Every day is the same friction. It wears you out.
Context switching Jump between SAP, CRM, spreadsheets, email — just to complete one task
Fighting the tools Slow systems, confusing workflows, workarounds on top of workarounds
Knowledge risk If the people who know the tricks leave, the knowledge goes with them
06 — Top Pain Points
06

Risk building up

15-year-old servers · No IT support · No known backup
If systems go down during busy season...
5 days
50
jobs missed
$7,500
revenue lost
Plus recovery costs — if the data can be recovered at all.
07 — The Path Forward

This is fixable.

And we don't have to tear everything down to do it.

07 — The Path Forward

How we'll do it

1
No disruption
Operations continue on the existing system while we build the new one alongside it.
2
Value at every stage
Each phase delivers something tangible. You won't be waiting months wondering if it's working.
3
Cash flow first
We're fixing invoicing and payments early because that's where the money is.
07 — The Path Forward

One system instead of five

The platform is called Odoo. It's a modern business management system used by millions of companies worldwide.

Cloud-hosted — no servers to maintain
Automatic backups — data is safe
Accessible from anywhere
Ongoing support and updates
One place for customers, invoicing, scheduling, HR, and reporting.
07 — The Path Forward

The plan

1
Website
Professional, bilingual, SEO-optimized
2
Data Migration + CRM
4,000+ customers in one place
3
Bridge + Invoicing
Money starts moving
4
Customer Portal
Self-service booking and payments
5
Full ERP Migration
Scheduling, dispatch, HR, fleet
6
Reporting & Dashboards
Real data, real insights
By May, invoicing is fixed. By September, the old system is retired.
08 — Investment

Investment

$72,000 – $104,000 Click any phase for details
08 — Investment

Timeline

7 months from start to finish

Website
3-4 wks
Mar
CRM
3-4 wks
Apr
Invoicing
4-6 wks
May
Portal
2-3 wks
Jun
ERP
6-8 wks
Aug
Reporting
2-3 wks
Sept
May 2026 Invoicing fixed, money flowing
Sept 2026 Old system retired
08 — Investment

Ongoing

Monthly Support & Maintenance $2,500 – $3,500/month
System updates, issue resolution, minor enhancements, ongoing support. You'll have someone to call.
Odoo Licensing ~$150 – $250/month
Cloud hosting, automatic backups, security updates, platform upgrades. Paid directly to Odoo.
No servers to maintain. No IT overhead. No surprises.
09 — Next Steps

Let's talk.

1 Questions & discussion
2 Refined proposal with final scope
3 Decision & kickoff