The challenge
Xteam was already using Odoo for inventory management but faced strong limitations with their previous integrator
Their needs included:
- Digitizing field operations
- Custom workflows for assembly services
- Centralized communication and reporting
- Client access to operational data
However:
- Reports were created manually on paper
- Information was scattered across emails
- No real-time visibility for internal teams or clients
- Standard Odoo could not support their level of customization
They needed a more flexible partner capable of building a fully tailored solution.
The solution
Dasolo redesigned Xteam's operational workflows and implemented a fully custom portal connected to Odoo
Digital assembly reports
Dasolo replaced paper-based processes with a fully digital workflow:
- Field workers can log in to a portal
- Fill structured assembly reports
- Upload key information (materials, team, dates)
- Capture client signatures directly
Each report is instantly stored and accessible in Odoo.
Seamless field-to-office integration
Once a report is submitted:
- It is automatically available in the Odoo backend
- Office teams can review and validate it
- Reports can be sent directly to clients
This ensures a smooth transition between field operations and internal management.
Client portal for real-time visibility
Xteam can now provide their clients with direct access to:
- Assembly reports
- Operational data
- Stock levels in warehouses
This transforms the client experience from reactive to fully transparent.
Centralized communication
Dasolo integrated all interactions into Odoo:
- Messages linked to each report
- No more scattered email exchanges
- Full traceability of operations
This significantly improves coordination and follow-up.
A scalable platform
The portal was designed as a long-term platform:
- Used by both employees and clients
- Expandable with new features
- Capable of replacing multiple external tools
Xteam's goal is to turn it into a central system for all operations.
Key takeaways
What we learned at Dasolo
Replace manual processes with structured digital workflows
Connect field teams directly to your core system
Centralize communication to improve coordination. Use portals to turn operations into a client-facing advantage.