How an online platform for in-home care transformed their HR management with Odoo

Project Fact Sheet:

The challenge – inflexible legacy systems & excel-based HR management bottlenecked growth

Our customer chose Odoo to transform their unstructured methods of HR management. Their goal was to upscale existing operations by implementing a new system that allowed them to automate and modernize their way of working. By migrating to Odoo, they aimed to simplify and accelerate approval processes and introduce new employee management workflows.

Our customer had to employ a practical and swift approach to overcome significant operational challenges:

• Outdated, unscalable legacy system: Grappling with a slow and outdated ERP system, our customer was tasked with upgrading its existing software to overhaul previously cumbersome processes.
• Inefficient Personnel Management: Personnel management was a cluttered, highly error-prone process for our customer as they were heavily reliant on spreadsheets to handle HR tasks.
• Lacking Approval Transparency: Dealing with manual approval workflows posed a challenge for our customer, as these workflows lacked transparency and made it overly difficult to oversee and streamline approval processes.

The solution – migration to Odoo 15 to develop approval processes and optimize HR workflows

To tackle operational inefficiencies, our customer chose to transition softwares and migrate any existing data to Odoo 15. This allowed us to support them in systematizing their HR management by developing functional processes and automated workflows.

Our customer applied Odoo functionalities to steer away from complex manual processes, as well as to increase operational transparency. This directly reflected in their personnel management and optimization of their time-off and approval workflows.

1. Implementation of Odoo Enterprise apps

The success of this project was built upon Odoo’s application suite, leveraging various functionalities from its modules, including CRM, Sales, Project, Expenses, Timesheets, Sign, Surveys, Recruitment, Time Off, Appraisals, Approvals, Employees & Contract and Accounting & Invoicing, effectively helping our customer to implement the following:

• Complete Data Migration to Odoo: To facilitate a seamless transition to Odoo, we supported our customer in implementing a comprehensive solution that not only replaced their previous ERP system but also ensured the smooth migration of critical data
• HR Workflow Automation: By introducing employee management and time-off workflows, we aided our customer in successfully migrating their outdated spreadsheet-based HR management system to Odoo, significantly improving personnel management efficiency and data accuracy
• Approval Process Development: We further supported our customer in the development of simplified Odoo-based approval processes to replace manual and ambiguously structured workflows, ensuring operational efficiency and transparency

The result – transparent processes and smooth employee management

Our customer immediately noticed tangible results upon integrating Odoo into their daily operations:

• Efficient System Transition: We enabled our customer’s transition from a slow ERP system to Odoo, allowing them to not only replace a mismatched software but also ensure the smooth migration of existing data, resulting in overall improved operational efficiency.
• HR Management Overhaul: By replacing Excel-based HR management with Odoo employee management and time-off workflows, we successfully aided our customer in reducing personnel management inefficiencies, leading to smoother HR operations.
• Streamlined Approval Automation: Our efforts in helping our customer develop smoother-running approval processes led to significant improvements in employee management, reduced manual labor and enhanced overall operational transparency.