Platform Modernization · Odoo ERP

Crown Sign Systems:
three systems became one.

Crown designs, manufactures, and installs architectural signage and wayfinding out of Mount Vernon, NY. Their operations ran across three disconnected platforms — Job Shop ERP for manufacturing, Monday.com for projects, QuickBooks for accounting. Over twelve months we ran discovery, recommended the platform, implemented 10 Odoo modules with a live test environment the whole way, and migrated all three systems into one — with a custom sign estimator no off-the-shelf ERP could give them.

3→1
Applications consolidated — Job Shop ERP, Monday.com, QuickBooks retired
5.0
Verified Clutch rating — quality, schedule, cost, and willingness to refer
1 SO
Confirmation now auto-generates POs, MOs, and work orders through configured routing
Job Shop ERP Monday.com QuickBooks ONE ODOO ERP 10 MODULES · ESTIMATE → INSTALL RETIRED · APR 2024
Industry
Architectural signage
Location
Mount Vernon, NY
Timeline
May 2023 – Apr 2024 → AMS
Stack
Odoo · 10 modules
The Challenge

Manufacturing, projects, and accounting on three segmented platforms — consolidated information "took too much time to be useful."

In their Controller’s words: consolidating information across the three platforms “simply took too much time for it to be useful.” Estimating custom signs — different types, materials, templates — lived outside any system. Purchasing wrestled with unit-of-measure conversions and wastage on every vendor PO. And construction-industry progressive billing didn’t fit anything off the shelf.

Operational impact → Frequency → Monitor Critical Low priority Fix fast
1
2
3
4
  • 1Three segmented platformsManufacturing, projects, and accounting never in one place — every consolidated view was manual.
  • 2Manual sign estimationCustom sign building from templates had no system path to a sales order.
  • 3Reporting too slow to use“Took too much time to consolidate for it to be useful” — the Controller, verbatim.
  • 4UOM & wastage purchasingUnit conversions and material wastage managed by hand on vendor POs and production planning.
What We Did

One platform, one record — from estimate to install.

Discovery first — survey the operation, map current state to desired state, recommend the platform. Then implementation at 2-3 working sessions a week with a live test environment from day one: “we were not just discussing options in theory — we had hands-on access to solutions as they were implemented.” UAT across every module, then a three-platform data migration into one system of record.

  • 10 Odoo modules in production — CRM, Projects, HR, Sales/Invoicing, Purchase, Inventory, Manufacturing, Quality, Accounting, Expense
  • Custom Estimator Widget — template-driven sign building by type and material, flowing straight to sales-order generation · Purchase Conversion Widget for UOM + wastage
  • Automated PO / MO / Work Order generation from SO confirmation · construction-specific progressive billing · project rollup centralizing contract-to-delivery · live dashboards · 3-platform data migration

Under the hood. Built on: Odoo · 10 modules, Custom Estimator Widget, Progressive billing, Auto PO/MO/WO routing. Job Shop ERP, Monday.com, and QuickBooks fully retired — data from all three migrated into a single Odoo environment. Detailed routing and operation configurations drive automated purchase orders, manufacturing orders, and work orders from a single sales-order confirmation. Phase 2 (Field Service) scoped during implementation.

The Outcome

The information that was too slow to be useful is now the dashboard the business runs on.

One ERP replacing three applications · 5.0 verified across every Clutch category · Phase 2 planned.

Verified Review
★★★★★
“They listened to our goals, effectively transformed our requests into workable solutions, and offered recommendations and insights — all while moving the process forward. When working with Incipient there is a sense that both teams are working together. Their ‘we are in this together’ approach set them apart.”
Controller, Crown Sign Systems · Architectural signage
Verified on Clutch · May 2024 →
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