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Within a service organization, the management of customers, projects, schedules, travel, and a multitude of other elements are to be taken into account in the day-to-day life of the company. An essential point should not be overlooked: the internal functioning of the organization.

The essential elements that an information system must include within a service organization are:

  • Items, customers and suppliers
  • Purchases and sales
  • Accounting, invoicing
  • Planning management
  • CRM management
  • Management of leave and working time
  • Support
  • Reporting and analysis of project profitability

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

  • The implementation of a management process, from the mission order of the collaborators to the periodic invoicing of the customers.
  • The development of a process allowing the invoicing of customers according to timesheets.
  • The development of a project analysis module allowing to have an overview on the costing of the functionalities, the occupancy rate of the teams and the planning.
  • The development of a module for the management of employee activity reports.
  • The implementation of a Scrum project management module.