Company Name: VKMEDSEG
Location: Pernambuco (Brazil)
Industry: Occupational Safety and Health
Company Size: 13
Hosting: Odoo Online
Apps: Accounting, Sales, Projects, Subscriptions, and CRM
VKMEDSEG, a Northeastern Brazilian company providing consultancy in occupational safety and health, found in Odoo the ideal tool to achieve a new level of efficiency and competitiveness.
In a market where document and process management are essential, VKMEDSEG used Odoo to stand out - ensuring faster and higher-quality deliveries for its clients.
With offices in Reserva do Paiva (PE) and João Pessoa (PB), the company specializes in outsourcing occupational safety and health services (SESMT). Its key differentiator is represented by the acronym TEMMAP: Technology, Methodology, and Process. Odoo fit perfectly into this vision, optimizing operations and driving growth.
Before Odoo: The Bureaucracy of Spreadsheets
Despite having experience with several ERP and CRM systems in the market (such as SAP, Totvs, and Salesforce), VKMEDSEG’s director Fábio Lemos faced a major challenge: project management and document control for each client and job were carried out using multiple Excel spreadsheets.
This process, besides being slow and redundant, generated inefficiency and made strategic analysis difficult.
The lack of an integrated system resulted in delivery problems and issues with third-party validation, compromising the agility and security of operations. The search for a solution that could unify and automate these processes became a top priority.
“Project management was our biggest pain point because all our initial control was done in Excel spreadsheets... When we implemented Odoo, we became much more effective with processes that were redundant, difficult, and delayed.”
Odoo: A Strategic Turning Point
Fábio Lemos discovered Odoo through a client’s recommendation and decided to implement the system on his own. His previous experience with management software, combined with Odoo’s ease of use and intuitive interface, were key factors for a successful implementation.
The application became essential to optimize processes, especially in the Projects module. The team developed a Outsourcing Management routine that became a major competitive advantage:
- Document Validation: Third parties receive a checklist by email and send their documentation back.
- Indicators: A color system (green, yellow, and red) shows the status of each document.
- Centralized Management: All documentation is digitally stored in Odoo, eliminating the use of paper and spreadsheets.
Thanks to this automation, VKMEDSEG won seven new bids at once. The agility, organization, and control provided by Odoo allowed the company to outperform competitors and grow in the market.
“Odoo is a very different software from what we usually see in the market with the major players. It’s very intuitive and easy to use.”
The Future: Expansion and Innovation with Odoo
With Odoo, VKMEDSEG has seen its revenue grow and now plans to expand its use to other areas, such as Subscriptions (for recurring contracts) and Sales.
The company also has ambitious future projects, including the implementation of artificial intelligence to automate billing and invoicing processes — something Odoo already supports in its latest versions.
VKMEDSEG’s experience with Odoo shows that even in a business with complex processes, it is possible to achieve a complete digital transformation, increasing efficiency and competitiveness.
