Understanding the Business Before Building
The implementation started with business discovery rather than development.
Merdigit began with meetings with the SIM Trans team to understand how the business actually operated.
The process was iterative:
- Business Discovery
- Process Analysis
- Requirements
- Review
- Refinement
- Implementation
We analyzed the existing workflows, documented the requirements, reviewed them with the client, incorporated feedback, and refined the requirements before implementation.
The project was then divided into implementation phases. Each phase followed the same cycle:
- Build
- Review
- Feedback
- Refine
- Validate
- Move to the Next Phase
This allowed the system to evolve around the real business process instead of forcing the business into a predefined ERP workflow.
Key Capabilities
- CRM & Sales Lead management, opportunities, customer follow-up, sales pipeline, quotations and commercial workflows.
- Project & Job Management Projects, jobs, tasks, assignment, status tracking and delivery monitoring.
- Vendor Management Vendor profiles, services, language pairs, rates, assignment and task allocation.
- Financial Visibility Revenue, vendor costs, gross profit, margins and profitability across projects, customers and services.
- Reporting & Dashboards Sales, operational, financial and executive reporting.
- Custom Business Logic Business-specific workflows and custom applications developed around SIM Trans requirements.
Project Scope
- Platform
- Odoo Community
- Solution
- Customized ERP / Business Management System
- Areas
- CRM · Sales · Projects · Tasks · Vendors · Finance · Reporting
- Implementation
- Business Process Analysis · ERP Configuration · Custom Applications · Workflow Development · User Training · Go-Live Support