The challenge
A mid-sized retail chain operated with Excel for inventories, a legacy system for invoicing, and a separate CRM. Each monthly close took 12 days and real margins were known with a 60-day delay.
The solution
First they ran COBIZ Analyst to quantify leaks (USD $12K/month in undetected stockouts). Then we implemented Odoo connected to their payment gateway, integrated with accounting and an executive Power BI dashboard. Safe migration of 5 years of historical data.