Platform
Web + Mobile Support
Industry
Professional services
Country
India
Service
Professional services
Get real-time insights and automate key business functions
Streamline performance evaluations, payroll, and hiring with our all-in-one automated business solution
Our client’s business is expanding globally, and so is their employee strength; therefore, by integrating Odoo 18’s Project Management tool with Accounting, Payroll, and Expense modules, they automated task assignments, budget tracking, and approvals, improving project efficiency and profitability.
This powerful integration improved project efficiency, provided real-time budget insights, and ensured seamless tracking of finances. As a result, the client achieved smoother project execution, improved profitability, and a more organized, transparent approach to managing resources and deadlines.
Client's problem statement
Streamlining business operations with Odoo 18
The client was struggling with inefficiencies in managing core business processes like task tracking, performance assessment, payroll, recruitment, and expense management. These issues often arise from reliance on manual systems, siloed tools, and scattered data sources, leading to delays, errors, and a lack of real-time insights. As their business scaled, these inefficiencies worsened, causing significant operational constraints.
It led to missed project deadlines, slow hiring, inconsistent performance reviews, and fallible salary calculations. Moreover, limited visibility into progress and budget led to more inefficiencies. Therefore, we integrated Odoo 18’s leading project management tool with accounting, payroll, and expense modules, automating task assignments, budget tracking, and approvals, maximizing project efficiency and profitability.
Challenges
Tracking project tasks and meeting deadlines was difficult due to scattered task assignments and manual follow-ups, causing delays.
Performance evaluations were time-consuming, inconsistent, and prone to errors because they relied on siloed processes without automated reminders or structured templates.
Payroll calculations and tax deductions were being handled using offline systems and basic apps, leading to errors and delays in salary processing and compliance management.
Managing candidate resumes and interview schedules using spreadsheets was slow and inefficient, leading to delays in hiring and difficulty tracking applicants.
Employees were experiencing delays in submitting and getting approvals for business expenses, which impacted reimbursement timelines and overall expense tracking.
Solution
We implemented automated task assignments and integrated Gantt charts that alert project managers about upcoming deadlines, improving control and efficiency.
By introducing structured appraisal templates and automated feedback reminders, we streamlined performance evaluations and ensured timely, consistent feedback from relevant team members.
We automated payroll calculations, tax deductions, and salary slip generation through an integrated system that ensures accurate and timely payments while complying with tax regulations.
The recruitment process was optimized using an applicant tracking system, which automates interview scheduling, tracks candidates, and facilitates resume sharing, speeding up the hiring process.
We enabled real-time expense submissions with multi-level approval workflows, allowing faster reimbursements and better tracking of business expenses, reducing delays and errors.
Features
From hiring to payroll, streamline all business processes with customized features
Project management
Automate task assignments and track deadlines with Gantt charts, ensuring seamless project control and profitability analysis for better decision-making.
Performance appraisal
Streamline performance reviews using automated cycles and KPI tracking, making feedback consistent, timely, and aligned with your business goals.
Payroll automation
Automate salary calculations, tax deductions, and payslip generation, ensuring accurate and timely payroll while complying with tax regulations.
Recruitment optimization
Speed up the hiring process with an applicant tracking system, automated interview scheduling, and efficient resume sharing, improving candidate management.
Expense management
Enable real-time expense submission and approval workflows, simplifying reimbursement processes and providing clear visibility into business expenses.
Design
Effortlessly manage tasks, payroll, and expenses with a smooth design interface
Tools & Technologies
-
Python
-
PostgreSQL
Odoo 18
Razorpay
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