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How to Digitalize Your Company – Practical Steps and the Right Technology

A short and clear guide for entrepreneurs and managers who want simple, automated processes and better control over their business.


In 2025, digitalization is no longer a "nice to have" — it is the difference between companies that grow and those that fall behind. The right technology helps you reduce costs, eliminate manual processes, and gain complete visibility over operations. This mini-guide shows you the steps to take to start digitalization correctly, regardless of the size of your company.

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STEP 1 – Understand the current processes in your company


Before choosing any software or platform, analyze:

  • which processes are manual and time-consuming

  • where errors frequently occur

  • which applications do not communicate with each other

  • where control is lost (inventory, sales, billing, HR)

  • what information is missing for quick decisions

This analysis becomes the foundation of any digitalization.

 

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STEP 2 – Identify clear objectives for digitalization


Digitalization does NOT mean "let's install an app and see what happens" .

You should have objectives like:

  • reducing processing time

  • eliminating data duplication

  • real-time reporting

  • automating repetitive processes

  • integrating all systems in one place

With clear objectives, you'll know which technological solution is suitable.

person using laptop

STEP 3 – Choose the right technology for your needs

Odoo is one of the most flexible ERP platforms, and the success of implementation depends on choosing the right modules. In 2025, companies in Romania most frequently use the following Odoo modules:

Accounting & Invoicing

Managing invoices, payments, tax reporting, integration with ANAF and e-Invoice.

CRM

Tracking leads, opportunities, sales pipeline, and automations for sales teams.

Sales

Generating quotes, orders, contracts, direct integration with billing and inventory.

Purchase

Managing suppliers, procurement orders, and approval workflows.

Inventory / Warehouse Management

Advanced stock management, multiple locations, receipts, picking, deliveries, and complete traceability.

Manufacturing

BOMs, production orders, planning, capacities, traceability, and production costs.

Ideal for light and medium manufacturing companies.

HR & Payroll

Managing employees, contracts, time tracking (optional), payroll, and documents.

Project Management

Planning, tasks, progress reports, team collaboration, and deliverable management.

POS for HoReCa & Retail

Fast interface for in-store or restaurant sales, integrated with inventory and accounting.

Website & eCommerce

Fully integrated online sales with inventory, pricing, billing, and deliveries.

Choose the modules that best cover your current processes. Odoo allows you to start with just a few and add more as your business grows.

 

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STEP 4 – Automate repetitive processes


A modern business no longer processes manually:

  • invoices

  • bank statements

  • documents

  • orders

  • approvals

  • payroll workflows

  • inventories

Automation saves time, reduces errors, and increases team productivity.

STEP 5 – Integrate all systems with each other


Proper digitization means that:

  • the ERP communicates with accounting

  • the POS communicates with management

  • the bank automatically communicates with the ERP

  • ANAF e-Invoice synchronizes automatically

  • data is in one place

Integration is what makes the difference between digital chaos and a truly digitized business.

man standing in front of people sitting beside table with laptop computers

STEP 6 – Prepare the team for change


Digitization is not just technology, but also people.

Make sure that:

  • the team is trained

  • the processes are updated

  • there is an internal responsible person

  • there is a transition plan

The success of the implementation depends on internal adoption.

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STEP 7 – Choose a partner who understands both technology and business


A good partner must know:

  • ERP

  • operational flows

  • taxation

  • POS

  • cloud and infrastructure

  • data migration

  • integration with external systems

Exactly what they offerCapps.ai. 

What your company gains from digitization

  • complete transparency in operations

  • cost reduction

  • time saved

  • faster decisions

  • scalable processes

  • sustained growth

Digitalization is not just an investment in technology — it is an investment in the future of your business.

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