Centre Indépendant d’Aide Sociale (CIAS)
Social aid equipment rental transformed through seamless digital integration and real-time inventory visibility
E-commerce Omnichannel POS Klaviyo Shopify Logistic & Warehouse B2B Invoicing Production
Centre Indépendant d’Aide Sociale (CIAS) is a non-profit organization affiliated with the Partena group. It offers a range of services to assist families in maintaining independent living despite medical challenges. Key services include the rental of appropriate medical equipment and professional advice from occupational therapists and social workers.
Challenge
CIAS faced increasing demand for its services, highlighting the limitations of its existing management systems. Inventory management was unreliable, rental contracts lacked clarity, customer communication was predominantly via phone, and many processes remained manual. Additionally, accounting operations were not integrated with logistics, necessitating a comprehensive digital transformation to enhance efficiency and service delivery.
3 Key objectives to reach
- Implement a unified digital system to streamline operations
- Enhance inventory and rental contract management
- Integrate accounting with logistics for real-time financial insights
Solutions
CIAS collaborated with Eezee-it to deploy Odoo as an integrated management platform, aligning with their need for scalability and customization.
1Integrated web forms and CRM
Eezee-it developed web forms integrated into Odoo's CRM and sales modules, enabling direct order entry and improved customer relationship management.
2Rental module for subscription tracking
The Odoo Rental module was configured to monitor rental items and automate subscription billing, enhancing transparency and efficiency.
3Real-time inventory and accounting integration
Odoo's Inventory module provided real-time visibility into stock levels across various locations. Integration with the Accounting module facilitated rapid financial closures and access to performance indicators combining operational and financial data.
Result
Streamlined processes & improved client service
Following a series of workshops to redefine processes, the new system was implemented in under four months for 30 users. This swift deployment was achieved through team collaboration and openness to change.
The integration significantly accelerated CIAS's operations, resulting in enhanced service delivery to clients and families.
Real-time inventory management
Odoo's Inventory module enabled CIAS to maintain accurate, real-time tracking of medical equipment, ensuring optimal availability and allocation.
- Live monitoring of stock levels
- Efficient management of equipment across locations
- Improved forecasting and resource planning
Automated rental and billing processes
The Rental module streamlined the management of rental contracts and automated billing cycles, reducing manual workload and errors.
- Clear tracking of rental agreements
- Automated invoicing for subscriptions
- Enhanced customer satisfaction through timely communications
Integrated accounting and operational data
By integrating accounting with operational modules, CIAS gained comprehensive insights into financial performance, facilitating informed decision-making.
- Rapid financial closures
- Access to combined operational and financial KPIs
- Improved strategic planning and resource allocation
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