UNEX: from spreadsheet post-mortems to
a floor that runs itself.
UNEX builds material-handling systems in New Jersey. Their operations ran on a patchwork — pricing chaos driving a third of all support issues, stockouts discovered after the fact, board meetings run on spreadsheet exports. Over 18 months we implemented Odoo v18 end-to-end — 8 modules, 4 integrations, 215,488 records migrated — then ran it with them on AMS Silver until their own team was resolving over a third of the work without us.
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18-month ERP rollout to stabilize: pricing chaos (~30% of tickets), stockout post-mortems, spreadsheet board meetings.
The same pricing root cause surfaced in March, April, and May — driving roughly 30% of all support volume. Replenishment alerts fired after stockouts, not before. Every kitted shipment generated a customer complaint because part numbers never made it to invoices and packing lists. Historical payments were crossed between vendors and customers. And the board reviewed the business on spreadsheet exports, not live data.
- 1Pricing chaosOne root cause, three months running — ~30% of all ticket volume.
- 2Stockout post-mortemsReplenishment thresholds triggered too late — stockouts found after the fact.
- 3Kitted-shipment complaintsMissing kit part numbers on invoices — a complaint on every kitted shipment, 11+ recurring hours.
- 4Spreadsheet board meetingsLeadership reviewed the business on exports — monthly, high-stakes, always stale.
Three months of AMS Silver, measured: volume up 6%, velocity held, every backlog cleared.
Full platform build, then operate. Eight modules into production with 215,488 validated records behind them — then nine launch milestones delivered through support, each signed off by a named UNEX stakeholder, and 32 engineered enhancements that survive every version upgrade. Not patches. Permanent additions.
- 8 Odoo v18 modules in production — CRM & Sales, Purchase & Inventory, Manufacturing, Accounting, Helpdesk, Reporting, User Security, Product Configurator
- 4 integrations — HubSpot, Concept, UPS, SPS Commerce EDI · 215,488 records migrated and validated by the UNEX team
- 32 permanent enhancements — kit part numbers on every document, early-warning replenishment, 3 executive dashboards, down-payment logic, CRM auto-lost rules · 14 training sessions across every role
Under the hood. Built on: Odoo v18, Odoo.sh, SPS Commerce EDI, HubSpot · UPS · GitHub. Odoo v18 on Odoo.sh as the system of record. HubSpot for CRM motion, SPS Commerce for customer EDI compliance, UPS for shipping, Concept for engineering data — all flowing into one ledger. Every enhancement engineered as a module-level addition, so version upgrades carry the work forward instead of breaking it.
Volume grew 6% — and the system got busier and calmer at the same time.
100% backlog cleared three months running · urgent issues resolved same-day, full term · 36% self-triage.