Case studies
Examples of how organisations in different industries solved real problems, from single-site improvements to multi-country programmes.
Timesheets to billing for an independent creative agency
An independent US creative and media agency connected timesheets, vendor costs and media spend to each job, billed within days of delivery and changed its pricing once it saw profit…
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Work orders and service levels for a facility management provider
A Saudi facility management provider tracked every work order against contract service levels as it happened, scheduled technicians across sites and found contracts that were losing money.
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Proof-of-delivery billing for a West African haulier
A Nigerian haulage and warehousing company captured proof of delivery electronically, invoiced within days instead of weeks, costed every trip and re-priced unprofitable routes.
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Maintenance planning for an electricity distribution network
A New Zealand electricity distributor replaced paper work orders with planned maintenance on mobile devices, reviewed critical spares by criticality and avoided long outages.
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Progress billing and subcontractor payments for a civil contractor
A Canadian civil and building contractor sped up progress certification, controlled subcontractor billing and linked site costs to budgets every week, which improved cash flow across its projects.
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Preventive maintenance for an equipment rental fleet
An Australian equipment rental company moved from repairing breakdowns to servicing by engine hours, found idle machines across its depots and redeployed them to where demand was.
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Project cost and collections tracking for a residential developer
An Egyptian residential developer replaced monthly cost reviews with weekly tracking against budget, linked instalment collections to cash plans and spotted overruns and arrears early.
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Supplier quotation comparison for a mining services group
A mining services group in Chile and Peru moved capital equipment quotes out of email into structured comparisons, tied advance payments to milestones and made purchasing decisions transparent.
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Landed cost allocation for a polymer and chemicals trader
An Asian polymer and chemicals trader replaced estimated costs with actual landed cost by lot, tracked shipments in transit and currency exposure, and found lots that lost money after freight…
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Quote-to-delivery workflow for a builders’ merchant
A 34-branch builders' merchant connected quotes, credit checks, stock and proof of delivery in one workflow, cutting quantity disputes and tightening terms for its riskiest contractors.
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Replenishment planning for an 85-branch supermarket chain
A regional supermarket chain replaced habit-based ordering with central replenishment, tackled shrinkage and promotion waste, and gave managers sales and margin by store every morning.
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Certificates of analysis on time for an ingredients producer
A food ingredients and specialty chemicals producer issued certificates of analysis with every shipment, controlled formulations across three sites and found products priced below true cost.
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Buying grain by grade for an East African miller
A three-country maize and wheat miller moved from buying on price alone to buying by grade, linking intake quality to milling yield and cost, and improved its margin.
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Lot traceability for a snack and beverage producer
After a slow, costly recall, a snack and beverage producer built lot traceability across four plants and its distributors, and found that some of its promotions were losing money.
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First-expiry-first-out picking for a pharmaceutical wholesaler
A pharmaceutical wholesaler with five distribution centres enforced first-expiry-first-out picking, monitored the cold chain continuously and cut expiry write-offs, then proved its traceability in a recall.
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Installed-base service planning for a diagnostics maker
A diagnostics maker linked every analyser's serial history, service visits and complaints, moving from reactive call-outs to planned visits and closing complaint cases far faster.
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Consumable demand forecasting for a hospital group
A private hospital group forecast pharmacy and consumable demand by facility, standardised equipment maintenance and claims, and saw cost per department for the first time.
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Audit-ready batch records for a generics manufacturer
A generics manufacturer moved batch records, material control and change control onto one system across three facilities, shortening batch release and making audits far less disruptive.
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Material planning for a garment exporter across five factories
A garment exporter planned fabric and trims by style, colour and size across five factories and its subcontractors, cutting late fabric and learning which buyers and styles made money.
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Imported component planning for a generator and battery maker
A power equipment maker in three countries planned imported components against real lead times, set deliberate buffers and standardised configurations, ending most shortage stoppages.
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Demand planning with dealers for an appliance maker
A home appliance maker gave its planners sight of dealer and distributor stock for the first time, improving forecasts, cutting finished-goods stock and catching a warranty problem early.
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Scheduling by line and variant across four component plants
An auto components maker replaced a shared planning spreadsheet with line-and-variant scheduling across four plants, cutting changeovers and exposing variants that lost money.
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A policy guidance assistant that cites its sources
A public body gave its caseworkers an assistant that answers questions from approved policy only, cites the exact paragraph behind each answer and logs every query for audit.
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Freight invoice matching that explains every difference
A contract logistics firm automated the matching of carrier invoices to shipments, approved clean matches automatically and showed reviewers the reason behind every difference.
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An admissions enquiry assistant with clear escalation
An international school group answered routine admissions questions instantly in five languages, and handed families to staff whenever a conversation needed a person.
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A proposal assistant built on approved content
An engineering consultancy gave bid teams an assistant that drafts from approved, current proposal content only, with a source link on every answer and outdated material retired.
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Early warning of machine failure that planners act on
A plastics moulding operator combined sensor readings with maintenance history to warn planners before machines failed, and tuned its alerts until they were trusted.
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Clinical documentation support with privacy designed in
A hospital group gave clinical administrators an assistant that drafts referral summaries and letters inside its secure environment, with clinicians signing off every item.
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Replenishment forecasting that store planners trust
A home and garden retailer replaced habit-based store ordering with forecasts that explain themselves, cutting stock-outs and overstock while planners kept the final say.
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Invoice processing that sends exceptions to people
A finance shared-service centre automated supplier invoice capture and matching, starting in suggestion mode and keeping every low-confidence invoice with its staff.
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A support agent that earned its autonomy through approval gates
An operations support desk handed routine requests to an AI agent that asked permission for every action at first, and gained autonomy only as its accuracy was proven.
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A knowledge assistant for proposals
A consultancy with thousands of past proposals built a permission-aware knowledge assistant over approved content, drafting proposals faster with consistent content and visible sources.
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Invoice processing with exceptions routed to people
A finance team keying thousands of supplier invoices a month introduced AI document reading with validation and an exception queue, proving accuracy in suggestion mode before automating posting.
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A patient appointment app for a clinic network
A dental and physiotherapy clinic network where patients phoned to book launched a secure appointment app, cutting calls to reception and reducing missed appointments.
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A loyalty app for a retail chain
A retail chain whose customers were anonymous at checkout launched a loyalty app with accounts, offers and a wallet, identifying more customers and making offers measurable.
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An offline technician app for a field service firm
A field service firm with hundreds of technicians replaced paper job sheets with a mobile app that works offline, so jobs are recorded on site, billing is faster and disputes…
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A secure client portal for a professional services firm
An accountancy and advisory firm exchanging sensitive documents by email built a secure client portal, so clients find documents themselves, requests fall and security improves.
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A faster online store for a retailer
A retailer with thousands of products and a slow, long checkout measured where shoppers dropped out, then rebuilt key pages and checkout, giving faster pages and more completed orders.
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A multi-campus website platform for a school group
A school group with several campuses and languages moved to one website platform with a shared design system and campus microsites, keeping the brand consistent while campus teams update their…
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A payment approvals workflow for a finance team
A finance team approving hundreds of payments a month by email moved to a workflow with clear limits and a full audit trail, making approvals faster and audits easier.
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Automated order intake for a trading company
A trading company receiving hundreds of emailed orders a week automated extraction and validation into its ERP, with an exception queue that keeps staff in control.
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A shop-floor reporting application for a manufacturer
A manufacturer collecting production data on paper replaced it with an operator-designed shop-floor application, making data available the same day and helping supervisors act faster.
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An admissions and enquiry application for a school group
A multi-campus school group replaced separate enquiry spreadsheets with a custom admissions application, following up enquiries faster and tracking conversion for the first time.
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A secure patient portal for a clinic network
A network of clinics built a secure patient portal for online booking, records access, messaging and reminders, designed around privacy from the start to speed approvals.
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A custom dispatch platform for a logistics firm
A logistics firm whose dispatch routine no product matched commissioned a custom platform with planning, a driver app, proof of delivery and automatic customer updates.
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Procure-to-pay clarity for a distributor
A distributor buying from hundreds of suppliers replaced email purchasing with NetSuite approvals, receipts and three-way matching, speeding up purchasing and making spend visible.
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One stock number across channels for an omnichannel retailer
A retailer selling in stores and online connected inventory, orders and channels in NetSuite before peak season, ending oversells and handling returns consistently.
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Billing and consolidation for a multi-subsidiary software group
A software group with several subsidiaries and currencies moved subscription billing, revenue recognition and consolidation onto NetSuite, making revenue reporting reliable and month-end simpler.
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Consolidating regional SAP systems for a distributor
A distributor with separate regional systems and warehouses consolidated onto one SAP template, gaining a group view of stock and margin and routine intercompany reconciliation.
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Maintenance and critical spares control for a utility
A utility operating plants and networks brought maintenance, spares and regulatory reporting together in SAP, guided by asset criticality, raising planned work and spares availability.
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Migrating a legacy SAP landscape to S/4HANA for a global manufacturer
A manufacturer with plants on three continents moved an ageing SAP landscape to S/4HANA, cleaning custom code and master data and cutting over plant by plant with limited disruption.
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Production and stock control for a small manufacturer
A small manufacturer producing to order and to stock moved bills of materials, production orders and costing into Business Central, reducing shortages and making product costs accurate.
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Job costing for a regional contractor
A regional contractor running dozens of concurrent jobs moved job budgets, subcontractor claims and progress invoicing into Business Central, seeing overruns early rather than at completion.
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Stock, purchasing and finance for a growing wholesaler
A growing wholesaler replaced spreadsheets and an old accounting package with Business Central, getting reliable stock levels, approved purchasing and a much lighter month-end.
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Connected sales and service for an equipment manufacturer
An equipment manufacturer selling through distributors worldwide gave sales and service one customer view in Dynamics 365, with installed assets, order history and parts availability in every call.
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Project margin and billing for a global services firm
A professional services firm with several hundred consultants moved project plans, time, expenses, billing and revenue recognition onto Dynamics 365, seeing margin during delivery.
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Dynamics 365 finance and supply chain for a multi-country distributor
A distributor operating in several countries moved orders, stock, invoicing and consolidation onto Microsoft Dynamics 365 with a global template and local tax rules.
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Utilisation and maintenance for an equipment rental fleet
An equipment rental business with thousands of machines across depots brought assets, rental contracts and maintenance into Odoo, making utilisation visible and cutting breakdowns and billing errors.
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Job profitability during delivery for a multi-office agency
A marketing agency group with several offices brought timesheets, supplier costs and billing into Odoo, so profit by job is visible while the work is still under way.
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Lot traceability and yield control for a food producer
A two-plant food manufacturer linked ingredient lots to finished lots in Odoo, measured yield by batch and turned days of audit preparation into on-demand reports.
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One back office for a multi-campus school group
A multi-campus school group replaced campus-by-campus admissions, fees and purchasing with one Odoo back office, tracking fee collection daily and reporting to leadership from one view.
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Contracts, work orders and billing for a facilities provider
A facilities services provider with large field teams connected contracts, work orders, timesheets and billing in Odoo, so work done is invoiced and margin is visible by contract.
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Bookings, instalments and project cost for a property developer
A developer running several residential and commercial projects moved unit bookings, instalment collections and contractor cost into Odoo, giving leadership one cash-flow view.
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Credit control and delivery for a building materials trader
A building materials trader with its own fleet and thousands of contractor accounts put credit limits, multi-unit pricing and proof of delivery into one Odoo order flow.
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Batch, expiry and recall control for a healthcare distributor
A healthcare distributor with four temperature-controlled warehouses replaced manual batch tracking with Odoo lot control, expiry-led picking and recall reports that trace to customers in minutes.
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Sixty stores, one view: a retail group on a single Odoo platform
A multi-brand retail group with around sixty stores, a central warehouse and an online shop moved tills, stock, replenishment and ecommerce onto one Odoo platform.
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One Odoo platform for a five-plant manufacturer
A discrete manufacturer with five plants in three countries replaced plant spreadsheets and a separate accounting package with one Odoo platform for planning, costing and consolidation.
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