Client Background
A mid-sized technology services company based in Bogotá, Colombia, provides IT solutions to clients in finance, retail, and healthcare. The company struggled with disconnected systems across CRM, ERP, and e-commerce platforms.
Challenges
- Disconnected Systems: CRM, accounting, sales, and inventory systems operated in silos, causing duplicated data entry and errors.
- Limited Automation: Processes such as invoicing, reporting, and order fulfillment required manual intervention.
- Data Inconsistencies: Information across systems was often outdated or inaccurate, affecting decision-making.
- Inefficient Workflows: Teams spent excessive time reconciling data between platforms.
- Lack of Real-Time Reporting: Management lacked consolidated insights from multiple systems for strategic planning.
TraceNcode Solution
TraceNcode implemented Odoo System Integrations, connecting disparate platforms into a unified ecosystem, automating workflows, and ensuring data consistency.
Key Implementations:
- ERP-CRM Integration: Sales, customer data, and accounting fully synchronized.
- E-commerce Integration: Online orders automatically updated inventory, sales, and finance records.
- Custom API Integrations: Linked legacy systems and third-party applications with Odoo for seamless operations.
- Automated Workflows: Order processing, invoicing, and reporting automated to reduce manual effort.
- Centralized Dashboards: Consolidated reporting across sales, inventory, finance, and customer data for real-time decision-making.
- Data Consistency & Validation: Automated checks ensured accurate data across all integrated platforms.
Results & Impact
- Data entry errors reduced by 85%, improving operational accuracy.
- Workflow efficiency increased by 40%, saving employee hours.
- Real-time visibility enabled faster, data-driven decision-making.
- Manual reconciliations eliminated, reducing operational bottlenecks.
- Integration flexibility allowed the company to scale systems as business grew.
Client Testimonial
"TraceNcode’s Odoo integration solution has unified our systems into a single, efficient platform. Operations are smoother, data is accurate, and decision-making is much faster."
— CTO, Bogotá
