Instalimb

What they came with

A med tech company in Japan needed its own sales and purchase process inside Odoo, with approvals, and the same data available to a large number of employees.

What was done

CRM, sales and purchase were reworked to the way the company actually decides and buys, with approval steps where a decision needs a second person. An internal knowledge base was set up alongside, so the rules live next to the work rather than in someone's mail.

Products were imported rather than retyped, and two instances were kept in sync: an Enterprise database and a Community one for the wider staff.

How it turned out

One process across two databases: sales, purchase and approvals follow the same rules, and the whole team works with the same data.