Client & Project Overview
Client Overview:
The client is a leading commercial construction company based in Delhi NCR, managing multiple urban projects spanning commercial complexes, office spaces, and institutional buildings.
With several ongoing projects, they were seeking a digital solution to manage operations efficiently and achieve real-time visibility into project progress, procurement, and financials.
Project Overview:
The client engaged Apagen to implement a customized Odoo ERP solution for construction industry to address operational bottlenecks, enhance collaboration across departments, and optimize resource management.
The goal was to digitize core operations while enabling scalability for future projects.
Challenges & Objectives
Key Challenges:
- Fragmented Project Management: Projects were managed in silos, causing delays in task allocation and status updates.
- Procurement Inefficiencies: Manual purchase orders and supplier coordination led to material shortages and project slowdowns.
- Inventory Mismanagement: Stock levels of construction materials were inconsistent across sites.
- Limited Financial Visibility: Tracking project costs, invoicing, and expenses was error-prone and time-consuming.
- Human Resource Allocation Issues: Deployment of manpower across sites lacked real-time visibility.
Project Objectives:
- Centralize project management and resource allocation.
- Streamline procurement and supplier coordination.
- Optimize inventory management with real-time tracking.
- Automate financial management and reporting.
- Enable data-driven decision-making through dashboards and analytics.
Scope of Work
- Implement Odoo ERP across project management, procurement, inventory, and finance.
- Customize modules for construction-specific requirements such as site-wise material tracking and project cost analytics.
- Integrate real-time dashboards for management to monitor progress and finances.
- Conduct training and change management for smooth adoption across teams.
- Provide post-implementation support and continuous process optimization.
Solution Design & Implementation
Solution Design:
Apagen designed a construction-centric Odoo ERP framework covering:
- Project Management: Centralized project plans, milestones, and task tracking.
- Procurement Management: Automated purchase orders, supplier approvals, and material request workflows.
- Inventory Management: Site-wise inventory tracking with alerts for shortages or overstock.
- Finance & Accounting: Real-time project-wise cost tracking, automated invoicing, and expense management.
- Analytics & Reporting: Dashboards for KPIs, resource allocation, and project performance.
Implementation?-?Phase-Wise:
Phase 1?-?Discovery & Planning:
- Conducted workshops to map current processes and identify pain points.
- Documented project workflows, procurement cycles, and reporting structures.
Phase 2?-?Module Customization:
- Configured Odoo Project Management to track tasks, deadlines, and dependencies.
- Developed custom Procurement Workflows for site-wise material requisition and approval.
- Implemented Inventory Tracking module with batch and site-level visibility.
- Customized Finance Module for automated cost allocation, invoicing, and budget tracking.
Phase 3?-?Pilot Deployment:
- Rolled out ERP for a single ongoing project to test workflows.
- Collected feedback and fine-tuned module functionalities.
Phase 4?-?Full-Scale Deployment:
- Extended ERP across all projects and departments.
- Ensured integration between procurement, inventory, and finance modules.
Phase 5?-?Training & Change Management:
- Conducted interactive sessions for project managers, finance teams, procurement staff, and site engineers.
- Developed user manuals and SOPs for ERP adoption.
Phase 6?-?Monitoring & Continuous Improvement:
- Created real-time dashboards for project KPIs, material usage, and financials.
- Regularly reviewed performance and refined processes based on user feedback.
Execution Challenges
- Change Resistance: Teams were accustomed to manual processes; adoption required guidance and patience.
- Integration Complexity: Linking procurement, inventory, and finance data across multiple sites posed challenges.
- Customization Needs: Construction-specific workflows demanded careful tailoring of Odoo modules.
Resolution:
- Conducted phased adoption with pilot projects to build confidence.
- Provided on-site support and post-implementation training.
- Customized ERP modules iteratively based on practical workflow requirements.
Results & Impact
- Project Efficiency: Centralized task tracking reduced project delays by 30%.
- Procurement Optimization: Automated purchase orders and supplier management improved material availability by 40%.
- Inventory Accuracy: Real-time site-wise inventory tracking reduced overstock and shortages by 35%.
- Financial Transparency: Automated invoicing and project-wise cost allocation reduced accounting errors by 25%.
- Data-Driven Decisions: Management dashboards enabled faster, informed decision-making.
Client Feedback & Innovations
Client Feedback:
"Apagen's Odoo ERP solution transformed our operations. Real-time tracking, streamlined procurement, and financial visibility have enabled us to execute projects efficiently. The phased implementation and continuous support made adoption smooth and effective."
Innovations Introduced:
- Custom site-wise inventory dashboards for material monitoring.
- Automated procurement workflow integrated with project milestones.
- Project cost variance analysis for better budgeting and planning.
Key Learnings & Project Team
Key Learnings:
- Phased ERP adoption ensures smoother transition and higher user acceptance.
- Customization based on real workflows increases ERP effectiveness.
- Continuous feedback and support are crucial for long-term ERP success.
Project Team:
- ERP Consultant (1) & Project Lead (1): Apagen
- Business Analyst (1): Apagen
- Technical Odoo Developers (2): Apagen
- Training & Support Specialists (2): Apagen
- Client Project Coordinators: [Client Representatives]
To know more how you can achieve business excellence in construction industry drop us a line at sales@apagen.com or call us on +91 9971800665.
