With an integrated team of experienced product developers, process engineers and modern production, ODAN delivers market-ready mechanical and mechatronic products – from the first idea through series production to a successful business. Most of the work is billed by effort, some under a contract for work or as orders.
Starting point
Development projects, recurring services and workshop orders ran side by side. Hours were not always recorded on time, and before invoicing, the customer's order number and contact person had to be looked up every time. Documents came from twelve different templates. Every week, project managers spent a lot of time collecting current project costs from different documents, and supplier delays were not visible. For financial planning, management had to pull the figures together from all project documents.
Our solution
Every project runs end to end in one system: from lead through deal, quotation and order to delivery note and sales invoice. Customers follow their projects in their own dashboard, without a project manager having to prepare anything. The financial reports for management are generated automatically, and because payables and receivables are recorded as they arise, cash flow can be planned reliably. In the web shop, customers order ODAN items and their own customer-specific items, with inventory management in the same system. At month-end, ERPNext reminds every employee to record their hours, invoices take the order number and contact person from the project automatically, and twelve templates became six consistent documents with the Swiss QR-bill.
Result
Higher productivity and fewer errors: end-to-end processes, a customer dashboard and automatically generated management reports replace the weekly collection of figures.