Odoo Implementation for Consulting Companies

Our premium solution for consulting companies.

With our Odoo implementation for consulting companies we enable you a quick start with your new Odoo system and put you in the position to map your current business processes directly.

The preconfigured ERP system Odoo already contains all modules that we recommend from our experience to companies in the consulting environment or with a high proportion of projects and services.

This is how it could soon look in your company - the Odoo dashboard.

For the implementation of particularly complex business processes or complete Odoo-supported automation, we are of course also the right contact partner. Do you have questions about this or our other products?

Write us a short message and we will get back to you as soon as possible.

What you can expect from us.

ERP implementation projects are complex and require careful preparation. We are ready to take the time for you and support you as a reliable and professional partner from the very beginning.

At the beginning, an initial meeting takes place in which we get to know you and your company. The main focus for us is on which company goals you are pursuing, which processes you want to map and who works with the ERP system.

After we have jointly defined a target state of your business processes, we install your Odoo system with the modules listed below. Of course, we also take care of the initial configuration to get your Odoo ready to go.

The next step is to train your users. During this training we present the advantages and basic functions of Odoo. In further workshops we provide your colleagues with special know-how to make the best use of the different modules.

After successful completion of the project you will receive an application-ready Odoo instance including a test environment with its own URL and a mail server set up for direct communication from the system. Furthermore we enable you and your users to use Odoo in the best possible way and to achieve optimal work results.

Project Management

Through our transparent project management and permanent progress control, you always have an overview of the development status.

Requirement analysis - At the beginning, we jointly record your processes, analyse them and look for possible optimisations. Together we define the objectives of our project.
Communication - Customer satisfaction is our top priority. Of course, we are always available to answer your questions and solve your problems during the project.
Adaptation of the module list - Our project management is characterised by an agile approach, so that we can react flexibly to changes at any time. If the module list we have drawn up does not completely meet your requirements, we can neglect individual modules or add further modules.

Installation and configuration of your Odoo system

We install your Odoo, take care of the initial configuration of the individual modules and ensure the secure accessibility of your Odoo system.

Setup of admin access and users as well as setting up the various rights groups according to your employee authorization
Selection of a template for the offer and invoice creation according to Odoo standard
Configuration of the e-mail functionality in the system
Configuration of the web server and the backup routine
Setting up an SSL certificate
Setup of the DNS entry for the accessibility of the system via the desired URL (e.g. erp.your-domain.de)

Carrying out workshops

We put you and your users in the position to understand Odoo and use it optimally.

Workshop Odoo Basic - We present the basic system structure and show you how to maneuver in Odoo and how to find your information and processes quickly. We will focus on the control of internal and external communication as well as the work with filters, groupings and favorites. For self-organisation in Odoo we show you how to apply activities.
Workshop CRM/Sales - We present the basic module structure as well as the functionality of the modules based on an exemplary workflow including customer and sales opportunity management, product configuration, quotation generation and invoicing.
Workshop Project Management - We present the basic module structure as well as the functionality of the module using an exemplary workflow including project and level definition, administration of (sub)tasks, setting up an e-mail alias and billing of project times.
Workshop on feedback after one week - After successful completion of the project, we go into the feedback round together, discuss questions that have arisen in the meantime and make sure that nothing more stands in your way.

What you can expect from Odoo.

Odoo is an open source software package that maps the complex tasks of an ERP system with intuitive usability and modern design. The high degree of customizability for your company and the optimization possibilities through the open sources make Odoo your own company administration.

With Odoo you get a modular and scalable ERP system with a future-oriented and user-friendly web interface at a fair price/performance ratio due to the open source model. You benefit not only from the continuous development of the Odoo community but also from numerous additional applications.

Project Management

With the project management module you can manage the organization, planning and analysis of your projects and get an exact overview of the project progress at any time.

Definition of your individual project stages
Creation of (sub)tasks
Personnel and milestone planning
Analysis of project progress using time recording at task level
Object-related customer communication

Timesheets

With the Timesheets module you can track your project times and forecast your productivity.

Organization of your daily business by means of task management, time tracking and weekly time sheets
Progress control of your projects
Overview of the project times of your employees
Preparation of forecasts for improved profitability

Customer Relationship Management (CRM)

With the CRM module you can track your leads, exploit your sales opportunities and obtain accurate forecasts.

Management of your customer contacts via direct customer communication
Management of your leads and sales opportunities
Design your sales processes individually using level definition
Real-time overview of your sales activities

Sales

With the Sales module you can professionally bring your products and services to the market and manage your sales orders.

Definition of your sales products
Creation of offer templates
Management of your offers and sales orders
Use of price lists, discounts and coupons
User-friendly customer portal for order overview
Faster order processing through customer communication from the system, e-sign and e-payment

Subscriptions

Use the Subscriptions module to manage your contract management, recurring sales and billing.

Creation of contract templates
Automated invoicing
User-friendly customer portal with all customer data and contract options
Focus on the acquisition of new customers

Purchase

With the Purchasing module you manage your suppliers and procurement orders and improve the performance of your supply chain.

Definition of your purchase products
Integration of price lists from your suppliers
Use of purchase orders to analyse the best offer
Use of framework contract agreements
Efficient analysis, forecast and planning of your orders

Invoicing

With the Invoicing module, you can automatically convert quotes into invoices based on delivery orders, by time or by material.

Generation of invoices from sales orders
Sending invoices as PDF from the system with just one click
Faster order processing through e-sign and e-payment
Transparent overview of the status of your invoices
Analysis of your billing through dynamic dashboards

Accounting

With the Accounting module you manage your debtors and creditors.

Automated recording of transactions
Accurate and professional billing and payment tracking
Follow-up process including definition of automated actions
Intelligent account reconciliation
Synchronisation of your account statements with your bank
Creation of dynamic financial reports

Time Off

With the Time Off module you can manage the absences of your internal staff.

Definition of individual time off types
Use of multi-stage approval procedures
Allocation of leave entitlement for each employee
Creation of absence requests by the employees themselves
Organization of the team by means of an overview of all absences of the employees

Website

With the Website module you create and manage your own website and turn your visitors into your customers.

Individual definition of the menu navigation
Simple and intuitive design using drag & drop of design building blocks
Preview for viewing on mobile devices
Improvement of your conversion rate by integrating call-to-actions
Diversification and customer segmentation via multi-website
Integrated Search Engine Optimization (SEO)
Connection of numerous other features such as Google Analytics, Live Chat or Blog

Sign

With the Sign module you get a simple and fully integrated electronic solution for sending, signing and confirming your documents online.

Easy creation and editing of documents
Fast signature flow
Status tracking of sent documents
Validity according to EU regulations 910/2014 (eIDAS), as well as the US ESIGN law

Helpdesk

With the Helpdesk module you can increase customer satisfaction by tracking, prioritizing and resolving customer tickets.

Definition of your individual project stages
Creation of Service Level Agreements
Definition of automated e-mails or actions in different stages of ticket processing
Organization of the team by assigning tickets to employees
Faster order processing through customer communication from the system
User-friendly customer portal with status overview of the customer's tickets

Documents

With the Documents module, you can manage your documents company-wide and move towards the paperless office.

Fully integrated approval, monitoring and confirmation process with activities, chatters and action rules
Use of the e-mail gateway for automated generation of invoices from scanned documents or e-mails
Collaborate within your team and with your customers by sharing documents or folders
Effective processing of documents using batch processing

Order the Odoo implementation for your consulting company today. We will contact you as soon as possible, discuss the first common steps and you can start with your new Odoo system within two¹ working days.

¹ When using a suggested document layout and having a catchall mail address such as Gmail or mailbox.org.

Add this product directly to the shopping cart.

We will then contact you as soon as possible to plan our first steps together.

To the onlineshop