Electrical Installations & Building Tech St. Gallen, Switzerland

Baumann Electro AG

Integrated CRM Field Staff Calendar, UoM Inventory Control
& Odoo-Alfresco Document Management System

120+

Professional Electricians

Integrated

CRM Calendar Scheduling

Alfresco

Version-Controlled Docs

Optimized

UoM Inventory Control

About the Client

About Baumann Electro AG

Baumann Electro AG is a premier Swiss service company specializing in electrical installation, telematics, and building automation. Founded in 1989 and headquartered in St. Gallen, Switzerland, the company operates with a dedicated team of approximately 120 professionals. Baumann Electro AG operates as a subsidiary of the Burkhalter Group (Burkhalter Holding AG), Switzerland's leading provider of electrical engineering services. By leveraging Burkhalter's extensive network and national footprint, Baumann Electro AG delivers comprehensive electrical installations, telematics, security systems, and smart automation solutions to residential, commercial, and industrial clients.

To optimize its field services operations and project coordination, Baumann Electro AG partnered with SerpentCS to customize and extend Odoo V10 CE CRM, Project, and Inventory modules, creating a unified back-office planning and management platform.

Industry

Electrical & Building Tech

Employees

120+

Location

St. Gallen, Switzerland

Products

Electrical, Telematics & Automation

Business Challenges

Challenges Before Odoo

Manual Appointment Scheduling

Field staff calendar planning and appointments were managed manually, leading to dispatch delays and scheduling conflicts.

Unstructured Document Management

Managing project blueprints, service sheets, and contract versions across scattered systems caused document retrieval delays.

Complex Material Tracking

Tracking thousands of consumable materials from purchase Unit of Measure (UoM) to consumption UoM was complex and prone to wastage.

Disconnected Service Flows

Quotation to sales confirmation, and sales to task creation, lacked unified tracking, causing communication gaps between the back-office and field.

Our Solution

How SerpentCS Solved It

SerpentCS customized and extended Odoo v10 CE CRM, Project, and Inventory modules, integrating it with Alfresco to automate Baumann Electro AG's service requests, field staff calendar, and document management.

Customized CRM Calendar developed to manage the time of field staff, appointments, and technician schedules effectively.

Quotation-to-Task Automation streamlining the flow from quotation to sales order confirmation, automatically creating detailed task requests.

Skill-Based Employee Matrix configured custom Employee and HR modules to link field staff with their specific technical skill sets.

Multi-UoM Material Control configured Odoo to track thousands of electrical parts from purchase UoM to sales/consumption UoM.

Unified Service Invoicing automatically generating customer invoices for both service hours/lines and inventory consumable products.

Integrated Odoo-Alfresco System connecting Odoo with Alfresco for secure version control and document management.

Key Implementations

CRM Calendar

Quotation Flow

HR Skill Matrix

Inventory UoM

Unified Invoicing

Alfresco Integration

Field Services

Project Tasks

Key Results

Business Impact

Centralized Service Flow

Consolidated customer service requests, quotation confirmations, and project task dispatches into a single ERP.

Optimized Dispatch Planning

Enabled back-office coordinators to dispatch technicians and manage appointments efficiently via the customized CRM calendar.

Wastage Cost Reduction

Controlled inventory costs by tracking consumable parts from purchase to consumption UoMs with high accuracy.

Hassle-Free Unified Billing

Accelerated payment collection by automatically invoicing both service hours and consumable electrical materials.

Document Version Control

Secured all project documents, contract variants, and blueprints using the Odoo-Alfresco integration.

“

Implementing Odoo V10 CE with SerpentCS transformed our field operations and back-office management. Having our CRM calendar, quotation-to-task flows, custom UoM inventory rules, and Alfresco document management fully integrated has significantly increased our service dispatch efficiency and minimized material wastage. "