Explore how a German entertainment & lifestyle news agency made the most of Odoo 15 to digitally revamp offer processes, simplify project & task tracking, and unify their multi-company operations.
About the customer
Our customer is a dynamic German media company specializing in content creation and distribution. They excel in producing high-quality editorial and multimedia content across various industries, including entertainment, lifestyle, and current events. Our customer aims to consistently deliver engaging and informative content, making it a reliable partner for both content creators and publishers in today’s fast-paced media landscape.
Turning to Odoo, our customer aimed to tackle digitally outdated offer processes, establish a unified multi-company overview, and optimize project and task tracking.
Industry: Media
Operating in: DE, CH, AT, UK
Revenue: 1-5M €/year
Employees: 11-50
Project Fact Sheet
Odoo CRM
Odoo Sales
Odoo Project
Odoo Timesheet
Odoo E-mail Marketing
Odoo AccountingThe challenge – missing project control & overview across branches
Prior to implementing Odoo, our customer was struggling with disarrayed operations across their two entities. Lacking a unified core system that allowed them to consolidate data and processes, they were facing several issues:
- Insufficient Project Controlling: Lacking adequate project control, our customer found it challenging to ensure that their project and associated task management remained on track and within budget.
- Scattered Task Management: Our customer’s task assignment processes were scattered across various systems. This resulted in lack of transparency and operational inefficiency.
- Lacking Multi-Company Overview: Our customer lacked a unified system to manage their entities. Their capacity to make informed decisions was compromised as a result of unconsolidated data and missing overview.
- Manual Sales Processes: Our customer grappled with the cumbersome task of manually creating offers offline. This resulted in high effort and expenditure of valuable time. Furthermore, it increased the risk of critical errors and inconsistencies in their offer generation process.
The solution – Digitize offers, track tasks and get multi-company insights with Odoo
To tackle their challenges, our customer adopted Odoo 15 to modernize offer processing, optimize task tracking, and set up a multi-entity organizational structure.
- Digitized & Automated Offer Processes: We helped our customer leverage Odoo’s sales and e-signing features to digitize the offer creation process, aiming to significantly reduce manual work and enhance efficiency.
- Simplified Task Tracking: Seeking better project management processes, our customer introduced Odoo Project to optimally monitor all their tasks. We thus ensured that they would attain a greater overview of their teams’ collaboration efforts, and that all their project timelines were met consistently.
- Comprehensive Multi-Company Setup: To obtain a full overview of their diverse business entities, we aided our customer in enabling a multi-company setup in Odoo. This provided them with a wider picture of their group’s operations and facilitated greater intra-company communication and more informed decision-making across the entire organization.
What are Odoo’s multi-company capabilities and why are they so valuable?
Odoo can help you simplify your organizational management with a unified platform to oversee multiple companies. Each company can be customized with its unique financial settings, currencies, and configurations. In addition, you can seamlessly conduct inter-company transactions, generate detailed financial reports, and fine-tune user access rights at the company level. This approach optimizes administrative processes, improves data management, and facilitates hassle-free global searches. Ultimately, these features make Odoo an invaluable tool for organizations with diverse operations and subsidiaries.
The result – full project overview across a multi-company setup & automated sales
Our customer instantly reaped the benefits brought to their business by integrating Odoo:
- Efficient Digital Offer Processing: By digitizing their offer process with Odoo, our customer experienced a substantial boost in efficiency, reducing manual work and turnaround times.
- Transparent Project & Task Tracking: With new project management capabilities powered by Odoo, our customer benefited from a clear view of all open tasks and projects. This increased visibility resulted in better project control, time tracking, and enhanced collaboration efforts across projects and associated tasks.
- Seamless Multi-Company Data Overview: With Odoo’s multi-company setup, our customer attained a seamless overview of data from their various companies within a single system. This provided our customer with the ability to make more informed decisions, improving overall business agility and facilitating better coordination among their entities.
