Odoo Development and Processes Digitalisation

Business Challenge

For a long time, the company was looking for a high-quality and reliable ERP system that could be used for internal needs. The increase in the company’s staff, the expansion of projects, and other factors became the main reason for the use of the ERP system in everyday activities. At a certain point in time, the company decided to try the Odoo solution to use it for the clear management of the activities of the internal departments and the preservation of important information & documentation. One of the challenges was the implementation of the system in the company’s activities, as well as the customization of individual modules by the processes. Altogether this required analysis, Odoo development, training of employees, and active use of ERP to manage all processes.

Solution

After conducting a needs analysis, the company identified the ERP system modules to be used. Among them are the following.

Human Resources:

• Employees. This module is important for the management of company employees. The access to sensitive information is configured by the restrictions. Responsible persons can manage the employees efficiently as well as receive notifications for leave requests, appraisals, etc. 
• Time Off. This module enables efficient management of employee leaves. The system processes leave requests. Also, it helps managers to allocate resources and workloads according to the available workforce. Odoo offers suitable dashboards to keep track of all employee vacations. Additionally, this module has a simple reporting tool with statistics on times off with extended filtering options. This functionality helps to keep the productivity of the teams at the highest possible level.  
• Appraisals. This module offers the functionality to conduct the assessment of employees’ performance. The module for the periodical employee evaluation offers a clear calendar view with reminders. In addition, managers see the appraisal statuses for each employee. Managers are also able to create custom surveys for the evaluations in the appraisals block. It is possible to create a few surveys for each assessment step and to send them to different responsible persons. 
• Recruitment. This module helps in the effective organization of hiring and processing job applications. The recruitment process is customized according to the company’s recruitment process.

Finance:

• Accounting. This module enables easy management of financial workflows. Easy payments with a multi-currency environment save time and help with all accounting activities.
• Documents. This module enables saving, sharing, archiving, and categorizing all important scanned documentation. 

Sales:

• CRM. This module has a big value for the sales department. Management of leads, follow-up of opportunities, closing successful deals, and furthermore.

Business Impact

The integration of the Odoo ERP system into the business processes of the company had several advantages:

• Saving information in a structured form and avoiding data loss due to error or human factors
• Improving all internal processes and thus increasing the efficiency
• Quick access to business-critical documentation (for example, agreements, contracts, invoices, etc.)
• Easier processing of vacancies and hiring of employees
• Сlear management of employees, rational distribution of vacations and sick days
• Automation of sales processes
• Improving financial operations

Custom ERP development services

All modern companies, from small firms to big enterprises, significantly benefit from using ERP solutions. With reliable ERP systems, it is possible to organize workflows and bring information from different departments together. Custom ERP development brings efficiency to each company as building the ERP platform is tailored to the needs of the business. Altogether unique feature sets fit perfectly existing business environments. The main advantages of ERP development:

• Integration and automation of the business processes
• Simple cooperation between the departments
• Efficiency and productivity improvement
• Advanced data storage and management
• Reducing operational costs

Our Odoo consulting and Odoo development services are aimed at ensuring smooth ERP system integration with the existing business processes. This includes but is not limited to needs analysis and planning, Odoo module development and customization, integration, and training services. Our teams offer a reliable approach and expertise on the way of your company’s digitalization. Odoo ERP development services will help your organization in setting up a reliable environment for the management of all business processes. In addition, Odoo developers ensure a smooth transition to the ERP and also contribute to risk mitigation.

Let’s talk about possible cooperation in the direction of custom ERP development.