Client case


Find the perfect service provider.

Within a services company, the management of customers, projects, schedules, travel and a multitude of other elements must be taken into account in the day-to-day life of the business. One essential point should not be overlooked: the internal fuctioning of the company.

The essential elements that must include an information system within a service rganizationLes éléments essentiels que doit comprendre un système d’information au sein d’une organisation de services sont :

  • Items, customers and suppliers
  • Purchases and sales
  • Accounting and invoicing
  • Planning management
  • CRM management
  • Leave and working time management
  • Assistance
  • Reporting and project profitability analysis

Here are some examples of additional processes used in this sector, that we were able to integrate into Odoo :

  • Setting up a governance process, from employee's mission statement to periodic customer's invoicing.
  • Developing a process for invoicing clients based on timesheets.
  • The development of a project analysis module providing an overview of the costinL’élaboration d’un module d’analyse d’un projet permettant d’avoir une vue d’ensemble sur le chiffrage des fonctionnalités, le taux d'occupation des équipes et la planification.
  • Setting up a module for the management of employee activity reports.
  • Implementing of a Scrum project management module.