Egypt · Commodity trading and services
CAFI: Designing the operating model before the ERP
Commodity trading requires more than transaction entry. Commercial activity and financial processes need a coherent operating model before they can be connected in an ERP.
TDS + Odoo
Process redesign + ERP roadmap
Industry transformation case study
The client & the challenge
Start with the business.
Commodities and Freight Integrators (CAFI) is a trading and services company focused on soft commodities, with operations serving Egypt, Dubai and Gulf markets.
The engagement centred on designing a digital-transformation plan and re-engineering company processes. CRM and accounting were identified as the next Odoo implementation priorities.
The solution at a glance
A process-led route to digital operations
Illustration of the documented solution scope and intended business value.
01
Understand operations
Map the commercial and financial processes that the ERP must support.
02
Redesign processes
Define the intended operating model and handoffs.
03
Plan CRM
Prepare the customer-management workstream.
04
Plan financial control
Align accounting requirements with the transformation roadmap.
The TDS approach
TDS’s published reference records process re-engineering and transformation planning before the planned CRM and accounting implementation. This sequence puts business requirements ahead of software configuration.
Business value first
What the design makes possible
A clearer implementation starting point
A process design provides a common reference for deciding how the ERP should work.
Commercial and financial alignment
Planning CRM and accounting together establishes the intended connection between customer activity and financial control.
A phased transformation
The roadmap separates completed design work from implementation milestones that still require validation.
The published reference confirms completion of transformation planning and process re-engineering. It describes CRM and accounting implementation as a subsequent step. This case does not claim a completed ERP rollout or quantified operational benefits.
What makes this case special
Industry knowledge, expressed in the workflow.
CAFI illustrates TDS’s consulting role in defining the business transformation before implementation begins—particularly relevant to trading businesses spanning multiple markets.
Building a digital operating model for commodity trading?
Discuss your operational priorities with TDS and explore an Odoo solution designed around your industry.
Discuss your transformation Explore the industry solution