Each engagement below began with a business running real complexity across systems that couldn't keep up. What follows is how we approached the problem, what we built, and what changed as a result.
A leading national producer of fresh, not-from-concentrate juice was running $200M in revenue across multiple U.S. facilities on a patchwork of disconnected platforms covering financials, inventory, production, quality management, and transportation — none of which shared data in real time. Month-end closes were painful. Production visibility was delayed. Leadership lacked the current, accurate data needed to make confident decisions. The business had grown; the systems hadn't.
Designed and implemented a single Odoo environment consolidating procurement, production scheduling, inventory, quality control, and financials, with full lot traceability from raw ingredient to finished SKU across all facilities.
Embedded FDA, USDA, and SQF compliance checkpoints directly into production workflows, eliminating manual tracking and ensuring audit-readiness without additional overhead or dedicated compliance staff.
Built real-time management dashboards and automated close processes enabling board-level reporting in days, not weeks. Gross margin, COGS, and working capital visibility available from day one of go-live.
Designed a role-specific training and change management program for plant and warehouse staff, including mobile-optimized interfaces for real-time production data entry that dramatically reduced manual data lag.
A PE-backed specialty manufacturer of coated fabrics and technical textiles was on a defined path from $100M to $400M in revenue through organic growth and acquisition. The central challenge: build an ERP environment that can onboard a newly acquired entity in weeks, not months, without requiring a re-implementation each time a deal closes. Existing systems couldn't support inter-company consolidation, mixed-mode production visibility, or the board-level KPI reporting that PE ownership required.
Architected a multi-entity Odoo environment with a standardized chart of accounts, inter-company transaction flows, and automated eliminations, enabling newly acquired entities to be operational within weeks of close.
Configured end-to-end support for discrete, batch, and engineer-to-order production, including multi-level BOM management, MRP, lot and serial tracking, and integrated QMS and CAPA workflows.
Delivered real-time dashboards covering ROE, ROA, gross profit margin, operating expense margin, asset turnover, DIO, DSO, and DPO — consistently consolidated across all entities in the portfolio.
Implemented preventive and corrective maintenance scheduling with OEE, MTBF, and MTTR tracking integrated with shop-floor data, reducing unplanned downtime from the first quarter post-launch.
A regional commercial cleaning company serving 600+ recurring client sites had built a strong reputation on service quality and retention. But operations ran on ten separate platforms covering scheduling, invoicing, HR, expenses, CRM, and fleet management. The metrics that mattered most (variance by route, profitability by job, labor efficiency) were assembled manually in spreadsheets after the fact. Leadership couldn't act on information they didn't have until it was too late to change the outcome.
Replaced scheduling, invoicing, expense, and accounting platforms with a single Odoo environment, while maintaining the existing payroll provider through a clean integration to preserve established payroll workflows.
Built job-level variance tracking and profitability dashboards that update in real time as field crews clock in and out, giving operations managers actionable data in the moment rather than at month-end.
Designed a mobile-first crew interface for clock-in/out, supply tracking, and job completion, paired with a structured on-site training rollout for 175+ field employees across varying technology comfort levels.
Built bidirectional CRM integration for sales pipeline continuity and connected fleet telematics data to job dispatch and route optimization within the Odoo environment.
A specialty manufacturer and distributor of industrial equipment had been operating successfully since 2003. At $8M in revenue with 12 employees, the team ran five separate systems (inventory, accounting, CRM, project management, and document storage) with constant manual bridging between them. Duplicate data entry, poor inventory visibility across locations, and no unified project tracking were costing the team time and creating operational risk. The business also had a clear plan to launch an e-commerce channel, which the existing architecture couldn't support.
Implemented Odoo covering multi-location inventory with lot tracking, manufacturing with BOMs and work orders, US GAAP accounting, CRM, purchasing, project management, and document control, replacing all five legacy tools in a single go-live.
Designed the Odoo environment with the planned online channel in mind — product catalog structure, pricing logic, and inventory sync architecture configured so the e-commerce channel can launch without a re-implementation.
Configured a lean, intuitive setup appropriate for a 12-person operation, avoiding over-engineering while preserving clean room to grow. Role-based access and simplified workflows designed for non-technical daily users.
Executed structured migration of historical inventory, customer records, vendor data, and open transactions from legacy systems, with full validation before go-live to ensure complete accounting continuity.
A state government production agency issued a formal RFP for the implementation and ongoing maintenance of Odoo as its core ERP. Operating within government procurement meant that technical capability was necessary but not sufficient — the engagement also required rigorous compliance documentation, defined SLAs, structured governance, and a change management approach tailored to the agency's specific workforce and operational context. Filum responded to and won this engagement on the strength of its methodology alongside its Odoo expertise.
Delivered Odoo with full audit trail configuration, role-based access controls, and security documentation aligned to state IT standards, including SOC 2-aligned security review documentation required by the procurement process.
Developed a training and change management program specific to the agency's workforce, accounting for accessibility needs and the operational context of a mission-driven public employer, with phased rollout and floor-level support.
Established a governance framework with documented escalation paths, P1/P2/P3 SLA commitments, and quarterly review cadences, meeting all public procurement accountability requirements and giving the agency clear recourse at every level.
Structured a multi-year maintenance and support contract covering system updates, incident response, user support, and ongoing configuration optimization, ensuring the platform remains current without requiring internal IT expertise.
A large global hospitality group needed an Inventory Management System for its indirect supply chain operations, covering the sourcing, tracking, and management of non-revenue goods across its fleet and corporate facilities. The environment was complex: multi-location inventory movement, a large and diverse supplier base, tight cost control requirements, and the need for integration with existing finance and procurement systems. The indirect procurement team needed structure and visibility where there had been neither.
Implemented Odoo Inventory with a multi-location structure mapped to the client's fleet and shore-side facilities, enabling real-time stock visibility, inter-location transfer management, and reorder automation across the full indirect goods portfolio.
Structured a vendor management framework covering the full procure-to-pay cycle for indirect goods, including automated PO generation, three-way matching, and vendor performance tracking across dozens of active supplier relationships.
Built direct integration between inventory movements and the general ledger, enabling real-time cost accruals, budget-versus-actual tracking by category, and automated landed cost allocation across locations.
Designed role-specific interfaces and workflows for the indirect procurement team, reducing the manual workload for order creation, approval routing, and supplier communication by more than half.
We take on a focused number of engagements at a time so every client gets our full attention. If you're evaluating Odoo or reconsidering an existing implementation, let's talk.
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