Brackenridge Fabrication: an example CORE report

TRC ERP

Current OperationsReview and Enhancements

Dana Okafor Operations Manager · 8 November 2026 Date · TRC ERP Prepared by

Fictional example. Brackenridge Fabrication is an invented business: no customer conversation or public research is represented. It shows the kind of report you receive. A real report is built from your own conversation with Brad and reviewed by a TRC expert before it reaches you.

Staff 32

Work Make to order

Components Around 600

Accounts Xero

Summary You quote, buy, schedule and ship, and you still walk the floor every morning to find out what is late. Quotes are built in Excel with no bill of materials behind them, so margin is a guess until the accountant reports, and shortages are found at the machine. You want to quote a job and know, there and then, what it will cost and whether the steel is in.

1What you told us Margin is a guess until the accountant reports

2What we’re aiming to deliver Quote a job and know, there and then, what it will cost and whether the steel is in. Then invoice it the day it ships.

3What it would mean Underpriced jobs repeat for months, and margin leaks unseen

4What the TRC Explore Zoneâ„¢ proves Your ten most common jobs, costed in Odoo before you commit

TRC has implemented and supported business systems since 1991, and has always argued for one version of the truth, in a single database. TRC ERP is TRC's Odoo practice, working in the US, UK, Ireland and South Africa.

Brackenridge Fabrication

1 · What you told us

What works today

Obstacles to remove

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Brackenridge Fabrication

2 · What it’s really costing you

What’s happening · Quotes are built in Excel, with no bill of materials behind them.

What it’s costing you · Underpriced jobs repeat for months, and margin leaks without anyone seeing it.

What’s happening · Stock lives on a whiteboard.

What it’s costing you · Jobs start late, customers wait, and overtime pays for the catch-up.

What’s happening · Everything else is keyed twice.

What it’s costing you · Your best people do admin instead of running the floor.

What’s happening · Buying ahead and slow invoicing squeeze cash.

What it’s costing you · Less room to take on bigger work, or to say yes to a good order.

What’s happening · You still walk the floor every morning to find out what is late.

What it’s costing you · Your time goes on chasing, not on growing the business.

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Brackenridge Fabrication

3 · What we’re aiming to deliver

Quote a job and know, there and then, what it will cost and whether the steel is in. Then invoice it the day it ships.

The TRC Explore Zoneâ„¢ is sized to cover most small and mid-sized businesses.

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Brackenridge Fabrication

4 · How TRC ERP and Odoo would deliver it

Confirmed in the TRC Explore Zone™ · This is our recommendation: run the whole business on Odoo, accounts included, with quality checks at each station on a shop floor tablet. Everything you need is standard in Odoo. TRC sets up your routings, reorder rules and checks, and moves your accounts across from Xero.

Manufacturing

Inventory

Purchase

Sales

Accounting

Quality

TODAY · WITH ODOO

Standard in Odoo · ✓Bills of materials, manufacturing orders, stock, purchasing, invoicing and accounts in one database

Standard in Odoo · ✓Quality checks at each station, recorded on a shop floor tablet

TRC configures · ✓Routings for cutting, welding and finishing, reorder rules on your most used components, and the checks at each station

TRC configures · ✓Your accounts moved across from Xero, with opening balances and open invoices

TRC configures · ✓Machine readings checked against your norms, with tickets, alerts and escalation to the service engineer

TRC connects · ✓The IoT interfaces on your CNC, welding sets and compressors

Every change is confirmed in the TRC Explore Zoneâ„¢, on your own data.

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Brackenridge Fabrication

5 · Your return on investment

☺ People · ↻ Process · ◈ Decisions · ★ Customers

This isn’t about replacing software. It’s about your team working more easily, jobs moving faster, decisions made on live information, and every promise to a customer backed by complete data. That’s where the return comes from.

WHERE IT PAYS BACK · HOW · WHAT WE MEASURE

Time back · Rekeying orders, quotes and stock · 4 people × 2 hours a day × £18 an hour × 220 working days = £31,680 a year. Estimate: £7,920 a year to £14,256 a year.

Cash released · Less stock held · £400,000 of stock today. Estimate: £20,000 once + £2,000 a year to £40,000 once + £4,000 a year.

Cash released · Invoicing sooner · £4.5m a year ÷ 365 days = £12,329 of sales a day. Estimate: £61,644 once to £123,288 once.

Margin gained · Underquoted jobs priced correctly · 1% of £4.5m sales = £45,000 a year. Estimate: £15,000 a year to £45,000 a year.

Requires your data. Every figure comes from your own data.

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Brackenridge Fabrication

6 · Ready when you are

These are part of Odoo too. Switch them on once the core is running well.

Sign · WhatsApp · Email Marketing · Website · Maintenance · Helpdesk

And dozens more apps, all included in your Odoo subscription, ready when you grow.

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Brackenridge Fabrication

7 · Make your CORE report the pillar of your transformation

CORE stands for Current Operations Review and Enhancements, and this is only the first review. Go back into your portal and explain to Brad how each area really works today. Invite the people who run it. Brad absorbs every answer, one of our experts reviews it, and your report is refined into a true picture of your business.

That front-loaded effort does the heavy lifting. It replaces weeks of workshops, and once something is said and agreed, no one asks you again.

In a real report, you answer these in your TRC ERP portal, by typing or talking.

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Brackenridge Fabrication

8 · Next steps

YOU ARE HERE Talk to Brad · STAGE 2 Senior consultant meeting · STAGE 3 Pricing details · STAGE 4 Proof demonstration · STAGE 5 TRC Explore Zone™ · STAGE 6 Contract · STAGE 7 Six months first

Your industry has its own TRC ERP Industry Solution: Engineering, Manufacturing, Projects and Services .

01 Talk to Brad YOU ARE HERE Done: your CORE report, reviewed by a TRC expert. Enrich it with your team; each person adds what they know through Brad.

02 Senior consultant meeting A 30-minute meeting with a TRC senior consultant: your priorities, how we would deliver, and what your team puts in. Free.

03 Pricing details Your estimated price band for TRC ERP. Free. Plus Odoo licenses, billed by Odoo.

04 Proof demonstration Your Industry Solution shown working with fictional data. Free. · TRCCONFIDENCE

05 TRC Explore Zoneâ„¢ 60 days at most*. Your own people show us how your business works in short Explore sessions, and you see your key workflows running on your own data. You leave with a fixed monthly cost, reconciled against your requirements, and a high-level scope.

06 Contract You commit here, with one fixed monthly price for TRC ERP, plus Odoo licenses billed by Odoo.

07 Six months first Run your business on it for six months, then continue or end.* Terms and conditions apply.

Our 50/50/50 ambition: 50% less time to implement, 50% lower implementation cost, 50%+ more functionality to grow into. Our target, not a guaranteed outcome.

A Kearney analysis of more than 60 large ERP transformation programs found that 80% were at least 200% over budget and not delivered within the agreed time frame. TRC agrees price, scope and deliverables up front, so there are no surprises.

How we build and care for your system after go-live: How delivery works .

Add what we missed, invite your team, and book a 30-minute meeting with a TRC senior consultant when you’re ready.

Fictional example prepared by TRC ERP to show the format and standard of a CORE report. Approved by TRC for illustration, 8 November 2026. TRC people are accountable for our advice.

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