endorsedOngoing

Odoo Platform & Mobile Quoting App with 2020 Design Live Integration

Services Covered:

Custom Software Development • Mobile Application Development • API Development • Application Integration

Industry

Software Development

Duration

103 months

Budget

1M - 10M

Start Date

1 January 2018

Team Size

1-5 Employees

Engagement Model

Onshore

Project Capability Score (PCS)

74/100

Good

Project Capability Score (PCS) estimates how capable VentorTech is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Kitchen and Bath Global Partners

Fairfax, United States of America

Project Summary

VentorTech has been the long-term software development partner for a US-based software company (Kitchen and Bath Global Partners), building an Odoo-based platform and mobile apps that integrate with 2020 Design Live to automate quoting. The vendor designed and developed iOS and Android apps, integrations and dashboards that replaced spreadsheet workflows, improved visibility into margin erosion, and automated POS and quote generation. The engagement began in January 2018 and is ongoing, with the client praising VentorTech's industry knowledge, communication, and partnership approach.

Key Challenges

Build custom software and mobile applications to replace manual spreadsheet workflows
Select and implement an appropriate platform and integrations (Odoo, 2020 Design Live, QuickBooks)
Model complex business flows for quoting, product attachments, and POS generation while maintaining margin visibility

Project Deliverables

Odoo-based software platform
iOS and Android mobile applications for quoting and digital signatures
Integration with 2020 Design Live for design import
Automated quoting and POS generation features
Dashboards and reporting for margin monitoring
APIs/integrations with backend systems (QuickBooks)

Project Solution

VentorTech acted as the client's software development partner from discovery through ongoing development. They evaluated options and selected Odoo as the core platform, then designed and built a web platform plus native iOS and Android apps. The team integrated 2020 Design Live to import designs, implemented automated quoting and POS generation (including attaching products and photos, collecting digital signatures), built dashboards to surface budget overruns, and created APIs/integrations with backend systems such as QuickBooks. The vendor staffed the account with a flexible team (3–6 people depending on phase) and maintained ongoing development and support.

Project Outcome

The system surfaced budget overages and reduced margin erosion (example: a 3% overage on a $3M company equates to $90,000)
Replaced manual spreadsheets with tailored dashboards and automated quoting, improving reporting and visibility
Improved operational efficiency for customers via automated POS and quoting; stronger client–vendor relationship and reliable project delivery

Platforms

ERP
Mobile
Web

Tech Stack

iOS
Android

Client Endorsement

Overall Review Rating

4.88

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Thanks to VentorTech, the client has automated their processes and helped customers save money. The team has excelled for their industry knowledge and strong relationship with the client. Teammates act like true partners, and they manage the project well through phone calls, email, text, and Zoom.”
Thad Whittenburg
President
Date: 03/21/2023