🏭 Manufacturing
⚙️ Odoo ERP
📍 India
🔧 Field Service
Case Study
Essar Enviro Air Systems: From Excel to Odoo ERP
Essar Enviro Air Systems, a leading industrial equipment manufacturer, was seeking an Odoo ERP platform to replace Excel-based operations and connect manufacturing, dispatch, field service, and accounting.
30%
Production Planning Accuracy
10+
Odoo Apps Integrated
Excel to ERP
Centralized Operations
Field Service
Digitized Tracking
Contents
About the Client
Essar Enviro Air Systems
Industrial Manufacturing • India
Essar Enviro Air Systems, with over a decade of experience, is a leading industrial equipment manufacturer specializing in products such as filter bags, bag filters, dust collectors, conveyors, and pulverizers. Backed by a strong R&D facility and modern manufacturing setup, the company delivers customized and high-quality solutions to clients across India and overseas.
Manufacturing
Industry
India
Location
Odoo ERP
Platform
Project Overview
Before implementing Odoo ERP, Essar Enviro Air Systems relied heavily on Excel to manage its day-to-day business operations. The manual and disconnected approach created challenges across production planning, procurement, inventory consumption, dispatch tracking, field service, and financial management. To address these operational challenges, AHEX Technologies implemented a comprehensive Odoo ERP solution, bringing key business functions onto a centralized platform and enabling better visibility, process control, and coordination across departments.
Odoo Implementation Services We Provided
AHEX Technologies delivered an end-to-end Odoo ERP implementation tailored to Essar Enviro Air Systems’ manufacturing and service operations. The engagement covered implementation, customization, user training, and post-go-live support.
Post-Go-Live Support & Maintenance
The Challenges
Essar was struggling with Excel-based operations, mistimed material purchases, limited dispatch visibility, and no tracking of material consumption, scrap, or wastage.
Operations Managed Through Excel
Business operations were primarily managed through Excel, resulting in disconnected processes and limited visibility across departments.
Production Planning & Procurement Challenges
Raw materials were often purchased either too early or too late, creating inefficiencies in material availability and production planning.
Limited Dispatch Visibility
The business had limited visibility into finished goods during the dispatch process, making it difficult to track dispatch activities effectively
Lack of Material Consumption & Wastage Tracking
There was no structured mechanism to track raw material consumption, scrap, and wastage, limiting visibility into material usage and associated costs.
Manual Field Service Management
Client-site assembly and testing activities were managed manually, making it difficult to track installation progress, approvals, and service activities.
Manual HR & Payroll Processes
Attendance and payroll activities were handled manually, which could result in errors and additional administrative effort.
Disconnected Accounting Processes
Accounting activities were managed separately from operational processes, limiting integration between business transactions and financial activities.
Manual Post-Sales Service Management
After-sales service activities were managed manually, with no structured workflow to ensure completion of critical service activities before closing a sales order.
Our Solution
Ahex implemented a customized Odoo ERP connecting manufacturing, procurement, dispatch, field service, HR, and accounting on one platform with custom workflows.
Centralized Business Operations
Implemented Odoo ERP as a centralized platform to manage key business functions across sales, procurement, inventory, manufacturing, quality, dispatch, field service, HR, and accounting.
Integrated Production Planning & Procurement
Implemented Odoo Manufacturing and Purchase workflows to improve production planning, material availability, and procurement coordination.
Real-Time Dispatch Management
Implemented Odoo Dispatch workflows to provide better visibility into finished goods and dispatch activities, enabling improved tracking throughout the delivery process.
Improved Inventory & Material Consumption Control
Configured inventory workflows to track raw material consumption, scrap, and wastage, providing greater visibility into material usage and inventory movements.
Digitized Field Service Operations
Implemented Odoo Field Service to manage client-site assembly and testing activities, including service progress and approvals
Structured Post-Sales Service Workflow
We digitized post-sales service activities within Odoo and made service completion mandatory before closing a sales order, ensuring after-sales activities were properly tracked.
Integrated Accounting & Finance
Implemented Odoo Accounting to connect financial processes with business operations, including invoicing, payments, and reconciliations.
Integrated HR & Payroll Management
Implemented Odoo HRMS, Attendance, and Payroll workflows to digitize workforce management and streamline attendance and payroll activities.
Implementation Approach
Understanding Business Processes
Worked closely with the Essar team to understand their existing manufacturing, procurement, inventory, dispatch, field service, HR, and accounting processes and identify key operational challenges.
Solution Design
Based on the business requirements, the required Odoo workflows and process structure were defined across manufacturing, inventory, procurement, dispatch, field service, HR, and accounting
Configuration & Customization
Odoo was configured to align with Essar’s business processes, with customizations introduced for manufacturing and field service workflows to address specific operational requirements.
Data Preparation & Migration
Existing master data was prepared and migrated into Odoo to support the transition from Excel-based operations to the centralized ERP platform.
Testing & User Validation
The implemented workflows were tested and validated with users to ensure that key business processes operated as expected before production deployment.
Training & Go-Live
Users were trained on the relevant Odoo applications and workflows, followed by a structured go-live and post-implementation support to facilitate smooth adoption.
Before vs After Comparison
| Key Metric | Before (Problem) | After (Solution) |
|---|---|---|
| Business Operations | Business operations were primarily managed through Excel, with limited integration between departments. | A centralized Odoo ERP platform connected key business functions across the organization. |
| Production Planning& Procurement | Raw materials were often purchased too early or too late, creating planning and availability challenges. | Integrated manufacturing and procurement workflows improved material planning and availability. |
| Dispatch Management | Limited visibility into finished goods and dispatch activities. | Odoo dispatch workflows provided better visibility and tracking of dispatch activities. |
| Inventory& Consumption | Material consumption, scrap, and wastage were difficult to track systematically. | Inventory workflows enabled structured tracking of consumption, scrap, and wastage. |
| Field Service | Client-site assembly and testing were managed manually with limited visibility into progress and approvals. | Field Service workflows provided structured tracking of installations, testing, progress, and approvals. |
| HR & Payroll | Attendance and payroll were managed manually, increasing administrative effort. | Odoo HRMS, Attendance, and Payroll workflows digitized workforce and payroll management. |
| Accounting& Finance | Accounting activities were handled separately from operational processes. | Odoo Accounting connected financial activities with business operations, including invoicing, payments, and reconciliations. |
| Post-Sales Service | After-sales activities were managed manually and could be difficult to monitor. | Post-sales service workflows were digitized, with service completion made a mandatory step before closing a sales order. |
Odoo Applications Used
Odoo CRM Sales 
Odoo Purchase Inventory 
Accounting 
Odoo Manufacturing Odoo Dispatch Quality odoo Field Service Odoo Payroll Odoo Attendance Results & Conclusion
The successful Odoo ERP implementation transformed Essar from Excel-driven operations into a centralized digital business environment.
Improved Production Planning
Integrated manufacturing and procurement workflows improved production planning and material availability, helping reduce delays and unnecessary early purchases
Better Inventory & Material Control
Structured tracking of material consumption, scrap, and wastage provided improved visibility into inventory usage and resource control.
Streamlined Dispatch Operations
Digital dispatch workflows provided better visibility into finished goods and dispatch activities, helping improve coordination and reduce delivery bottlenecks.
Efficient Field Service Management
Field service activities such as client-site assembly and testing were brought into Odoo, enabling structured tracking of progress and approvals.
Structured Post-Sales Service
Post-sales service completion became an integral part of the sales process, helping ensure that required after-sales activities were completed before closing sales orders.
Integrated Business & Financial Operations
Odoo connected operational activities with accounting processes, supporting streamlined invoicing, payments, and reconciliations.
ROI Analysis
20–30%
Improvement in Production Planning Accuracy
Integrated manufacturing and procurement workflows improved production planning and material availability, helping reduce planning-related delays and unnecessary early purchases.
100%
Digitized Field Service Tracking
Client-site assembly and testing activities were brought into Odoo Field Service, enabling structured tracking of service progress, approvals, and completion.
8+
Business Functions Connected
Integrated key business functions including CRM, Sales, Purchase, Inventory, Manufacturing, Quality, Dispatch, Field Service, HR, and Accounting into a centralized Odoo ERP platform, improving coordination and operational visibility.
Reduced Manual Effort Across Operations
Improved Customer Experience
Automated and standardized key business workflows reduced dependency on manual coordination and repetitive data handling across departments.
Client Review
Related Case Studies
Contact Information
Looking for a Solution? Let's Talk
- sales@ahex.co.in
- (India) +91 - 8885564224
- (USA) +1 - 6503197394
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