Odoo ERP & Automation · Case study
Odoo ERP Automation for a Global IT Services Company
Odoo ERP case study for a 1,000+ employee IT company: CRM, sales, Stripe and Revolut accounting, payroll, HR automation, Jira, GitHub and AWS.
Project context
Global software development and IT services
A global software-development and IT services company with more than 1,000 employees needed a shared business platform for lead generation, sales, customer invoicing, accounting, employee operations and product-management workflows.
Commercial, financial, HR and engineering-related processes depended on separate systems and organization-specific routines. The company needed Odoo to reflect its sales model, connect payment and delivery platforms, and automate internal employee workflows without forcing every department into a generic process.
- Delivery
- Odoo ERP & Automation
- Industry
- Global software development and IT services
- Period
- November 2022 – December 2023
- Confidentiality
- Client identity is withheld unless publication is approved.
ERPixel solution
How the work was approached
ERPixel implemented and customized Odoo across CRM, Sales, Accounting and Employees. The delivery connected the corporate website, Revolut and Stripe, Jira, GitHub and AWS with Odoo workflows, while custom employee processes covered payroll, onboarding, visa support, skills profiles, compensation and budgeting.
Implementation details
Architecture, workflows and reporting scope
Lead generation, sales and invoicing
ERPixel adapted the commercial lifecycle to the company’s own acquisition and sales practices rather than treating CRM as a standalone contact database.
- Customized lead-generation process
- CRM qualification and commercial handoffs
- Sales workflow customization
- Customer invoicing
- Corporate website integration
Accounting and payment integrations
Odoo Accounting provides the financial system around commercial transactions. Revolut and Stripe integrations connect external payment activity with the accounting workflow.
- Odoo Accounting implementation
- Revolut integration
- Stripe integration
- Financial transaction processing
- Cost and income budgeting
Employees, salaries and payroll
The employee model was configured for a large international workforce and extended with the organization-specific processes required around salaries and internal administration.
- Central employee records
- Salary and payroll-process development
- Employee cost compensation
- HR operating workflows
- More than 1,000 employees in the operating environment
Product-management automation
The delivery connected systems used by commercial, product and engineering teams so product-management events could participate in coordinated business workflows.
- Jira integration
- GitHub integration
- AWS server integration
- Full-cycle product-management workflow
- Cross-system automation in Odoo
Employee lifecycle automation
Internal workflows were implemented around recurring employee events and the information HR and managers need to coordinate them.
- New-employee onboarding
- Visa-support process
- Developer skills profiles
- Employee expense and cost compensation
- Workforce-related budgeting
Transformation
Before and after
The operational change delivered through the project.
Before
- Lead generation, sales and customer invoicing required a process tailored to the company’s operating model.
- Accounting transactions and payment services were not yet coordinated through one ERP workflow.
- Employee data, payroll and internal support processes needed a shared operating system for a workforce of more than 1,000 people.
- Product-management activity crossed Jira, GitHub and AWS without one connected automation layer in Odoo.
- Onboarding, visa support, skills tracking and employee compensation relied on separate internal routines.
After
- Customized lead-generation and sales workflows connect commercial activity through customer invoicing.
- Odoo Accounting works with Revolut and Stripe integrations for financial transaction processing.
- Employee records and salary workflows are managed through the implemented HR model.
- Jira, GitHub and AWS participate in an automated product-management lifecycle.
- Website, onboarding, visa, skills, compensation and budgeting processes are represented in connected Odoo workflows.
Confirmed outcomes
What the project delivered
- 01
Lead generation, sales and customer invoicing connected through customized Odoo workflows
- 02
Odoo Accounting implemented with Revolut and Stripe integrations
- 03
Employee management and salary processes delivered for a 1,000+ employee environment
- 04
Jira, GitHub and AWS connected to the product-management workflow
- 05
Onboarding, visa support, skills profiles, compensation and budgeting automated in Odoo
Technology and scope
What the delivery covered
- Odoo CRM
- Odoo Sales
- Odoo Accounting
- Odoo Employees
- Customer invoicing
- Revolut integration
- Stripe integration
- Corporate website integration
- Salary workflows
- Payroll-process development
- Jira integration
- GitHub integration
- AWS integration
- Product-management automation
- Employee onboarding
- Visa support
- Developer skills profiles
- Employee cost compensation
- Cost and income budgeting
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