Company: Ascensores Serki
Location: Alicante, Spain
Industry: Lift industry
Odoo partner: Process Control
Main Apps Implemented: Sales, CRM, Invoicing, Website, Accounting, Projects, Inventory, Manufacturing, Purchasing, Time Sheets, Absences, Subscriptions, Sign, Maintenance, Studio, Field Documents and Services
Company size: 50+
Number of users: 50
Hosting type: Odoo.sh
Founded in 2005, Ascensores Serki is a family-run business specialized in the installation and maintenance of multi-brand lifts. After 15 years in operation, it is the market leader in the Alicante province, thanks to the three pillars of expertise: safety, efficiency and digitization.
Ascensores Serki offers its customers the latest technology for lift monitoring and maintenance in order to minimize breakdowns and service interruptions. Its team of professionals also carries out bespoke installation and assembly projects for residential buildings with no lifts, new builds and the replacement of lifts. They also have a technical team specialized in preventive and corrective lift maintenance.
Key challenges and requirements
Serki needed a new business solution to move the company forward and bring them up-to-date with the latest digital developments. The company’s ERP solution was outdated and needed software suited to its current business and the day-to-day processes of the entire team.
However, in the lift industry, there is a noticeable lack of business solutions on offer. The current offering is becoming increasingly obsolete and, although it meets basic needs, it’s usually completely outdated and/or doesn’t allow the integration of other essential functions.
After extensive research into ERP solutions available on the market, Odoo was chosen to develop a business management tool to cater to Serki’s needs. The main advantage the company found with Odoo in comparison to other software solutions is that it can be tailored to the company’s needs. It performs all the functions and meets the demands and requirements of the industry to which the company belongs. The software is also one that continues to evolve and update every year meaning the risk of using an outdated system is very low.
Solution and implementation
The project began with an analysis of the company’s situation to identify all critical processes to be taken into account when designing the solution. It was then divided into three phases:
- Phase 1: change of solution The legacy system was replaced with Odoo, and the number of functions was reduced to essential actions Serki needed for day-to-day operations as a lift company.
- Phase 2: implementation of improvements. In this phase, the ad hoc functions that Serki needs were defined after being analysed at the start of the project and used to design the solution.
- Phase 3: the quest for optimization. During this phase, the aim is to achieve a robust solution that harnesses the full potential of Odoo.
The Odoo implementation process so far is progressing positively. Phase 1 has been completed and currently with implementation partner, Process Control, the implementation of phase 2 and analysis of phase 3 are being completed. Although Odoo is still under development, Ascensores Serki has already been able to improve productivity in all work departments.
Serki isn’t just reaping the benefits of Odoo’s main advantage: control over all work areas in a single platform; they can also perform the functions of a company operating in the lift industry. Examples of this are lift maintenance, real-time monitoring of maintenance activities and tracking the time devoted to each lift or property owners’ association in order to analyse profitability.
Additionally, Serki now has access to useful functionality such as complete customer tracking from initial client contact through to securing the contract. They also have automated digital invoicing, document management and digital signing of contracts, and access and monitoring of employee working hours with their sign in and sign out data.
Results
Better communication with customers and suppliers
Before Odoo, Ascensores Serki had difficulty accessing information on particular customers/suppliers because they were not registered in the ERP but scattered across different platforms e.g. email, OneDrive, paper, etc. Odoo has now enabled them to connect all areas of the company, and to have all information in one place. They can now access all data quickly and easily, including customer and supplier data history.
Digitization of all documents
Part of the company’s daily work is to acquire new customers and secure the maintenance of lifts that were not installed by Serki. For this, it is imperative the sales team has quick access to contracts. Thanks to Odoo, document management is now digitized and customer service has improved and is more effective.
Effective customer tracking
Tools like Excel have become obsolete for tracking potential and current customers. Updating the files manually was a tedious and time consuming task for Serki. With Odoo, all information is in one place and can be accessed in real-time, information isn’t lost and you can check data history and create custom dashboards quickly and easily.
About Ascensores Serki
Founded in 2005, Ascensores Serki is a family-run business specialized in the installation and maintenance of multi-brand lifts. After 15 years in operation, it is the market leader in the Alicante province, thanks to the three pillars on which its expertise rests: safety, efficiency and digitization.
About Process Control
We identify your needs, so we can offer you the best technological solution. A business shouldn’t accept inefficient processes. That’s why we cover all areas that your business might need, like cloud relocation, all kinds of business solutions or IT-consultancy. Are you ready to optimize your business?
