01
Food & Beverage Manufacturing
~$200M Revenue Multi-Facility US Operations PE-Backed Process Manufacturing FDA / USDA / SQF Compliance

Replacing six fragmented systems with a single platform built for process manufacturing at scale.

The Situation

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.

What Filum Delivered
Unified Platform Architecture

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.

Compliance Built Into Workflow

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.

Financial Visibility for PE Reporting

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.

Shop Floor Adoption Program

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.

6→1Systems Consolidated
~60%Reduction in Manual Data Entry
LiveProduction & Inventory Visibility
5 DaysMonthly Close (vs. 3+ Weeks)
02
Specialty Materials Manufacturing
$100M → $400M Growth Path Multi-Entity, Multi-Site Active M&A Strategy Mixed-Mode Manufacturing

Building an ERP foundation capable of absorbing acquisitions without breaking the business.

The Situation

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.

What Filum Delivered
M&A-Ready Multi-Entity Framework

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.

Mixed-Mode Manufacturing

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.

Board-Level KPI Dashboards

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.

Asset & Maintenance Management

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.

WeeksTo Onboard a New Acquired Entity
100%KPI Consolidation Across Entities
3 ModesManufacturing Types on One Platform
$300KAnnual Recurring Engagement Value
03
Field & Facility Services
175+ Employees 600+ Recurring Client Sites 90% Client Retention Rate High-Volume Field Operations

From 10 disconnected tools to one platform, with real-time job profitability from day one.

The Situation

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.

What Filum Delivered
10-System Consolidation

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.

Real-Time Route Profitability

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.

Field Team Adoption

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.

CRM & Fleet Integration

Built bidirectional CRM integration for sales pipeline continuity and connected fleet telematics data to job dispatch and route optimization within the Odoo environment.

10→1Tools Consolidated
LiveJob-Level Variance Tracking
175+Field Employees Fully Onboarded
~40%Reduction in Admin Hours per Week
04
Specialty Equipment Manufacturing
~$8M Revenue 12 Employees Manufacturing & Distribution E-Commerce Buildout Planned

Five tools, twelve people: finally running on a single system built to grow with them.

The Situation

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.

What Filum Delivered
Full Five-System Consolidation

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.

E-Commerce Ready Architecture

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.

Right-Sized for a Small Team

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.

Clean Data Migration

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.

5→1Tools Consolidated
ZeroDuplicate Data Entry Points Remaining
Multi-SiteInventory Visibility from Day One
ReadyE-Commerce Architecture in Place
05
Public Sector Manufacturing
State Government Agency Compliance-First Environment Formal Public Procurement (RFP) Multi-Year Managed Services

A compliant, fully-supported Odoo implementation for a mission-driven public sector manufacturer.

The Situation

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.

What Filum Delivered
Compliance-First Implementation

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.

Tailored Change Management

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.

Formal SLA & Governance Model

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.

Long-Term Maintenance Partnership

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.

On-TimeGo-Live Within Procurement Timeline
100%SLA Compliance in Year One
Multi-YearManaged Services Contract Secured
ZeroCritical Audit Findings Post-Launch
06
Enterprise Hospitality & Indirect Procurement
Large Enterprise Global Fleet Operations Indirect Procurement Focus Complex Vendor Ecosystem

Real-time inventory visibility across a global fleet, over thousands of SKUs and dozens of supplier relationships.

The Situation

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.

What Filum Delivered
Multi-Location Inventory Architecture

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.

Vendor Management & PO Automation

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.

Finance Integration & Cost Control

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.

Procurement Team Enablement

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.

LiveFleet-Wide Inventory Visibility
>50%Reduction in Manual Procurement Work
3-WayPO / Receipt / Invoice Match Automated
Full GLIntegration from Day One

Your business deserves an implementation that actually sticks.

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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