ERP Software Implementation

Problem:
Majority of the businesses use a bunch of single-purpose applications which are neither designed, nor correctly integrated to work well together and serve business needs efficiently.

As a result:
Top Management cannot see a proper business overview.
There is a lack of transparency on both individual and team performances and KPIs.
Simple day-to-day tasks, like logging time or issuing invoices are delayed due to over-complication and non-automation.
Communication and sharing of data between departments is unsafe and inefficient.
Delays and lack of transparency equals to loss of opportunities and potential revenues.

Solution:
All-in-one ERP software, strategically implemented to serve all your business needs.

Scalable ERP implementation solutions
Which can serve company from the first steps and scale together as the business grows.
Sales CRM & Project Management
Marketing CRM & Automation
Warehouse & Procurement
Manufacturing
Accounting
HR & Talent Acquisition
GAP Analysis for medium and large scope projects
All solutions can work separately or seamlessly integrated together.

Sales CRM & Projects
Leads and Sale Opportunities Pipeline
KPIs and Performance Tracker
Quotation and Sales Order generator
Project Management & real-time timesheet log
Automated Invoicing
Additionally available: Field Service, Helpdesk, Appointments, Planning, Subscriptions, Rentals, eCommerce, Basic Accounting with bank sync and HMRC & VAT returns.

Leads & Sale Opportunities Pipeline
Kanban view with clear pipeline, potential sales, planned and overdue activities and more.

KPIs and Performance Tracker
Fully flexible KPI and Performance tracking solution, allowing to track both individual and team efforts.

Quotations & Sales Orders Generator
Easy to use generator with online user portal, pdf and email templates and all communication history.

Projects and Timesheet
Fully integrated with Sales and Invoicing, Projects and Timesheet is a solution to manage both commercial and internal company’s projects.

Invoicing
Fully integrated with Sales Order Generator, invoicing empowers to issue invoices automatically as soon as products are delivered, time is logged or project is finished.

Sales CRM & Projects Implementation
Sales & Project Business Process Chart Preparation
Sales & Project Teams & Pipelines Setup
Sales KPIs and Goals Setup
Automated Actions (in accordance to Process Chart) Setup
Project & Timesheets Setup (where applicable)
4 hours Training & Post-launch Consultations
Timeframe: 1 week
Implementation Cost*: £1950.00 + VAT
Enterprise Software Cost**: €70.00 / month + €22.50 / User / Month
Open-source Software Cost**: £60.00 / month for hosting only
* - Any customisations that require development is agreed upfront and charge extra at £75 per hour.
** - Solution is available both in open-source and enterprise software options.

2. Marketing CRM & Automation
Centralized Social Media Streams
Email Marketing
SMS Marketing
Marketing Automation
Surveys
Additionally available: Online and on-site events, eLearning, Blog, Forum

Centralized Social Media Streams
All your social media in one place, including Facebook, Instagram, Youtube and Twitter

Email Marketing
Run your marketing campaigns directly from your ERP system. Fully integrated with other applications, including Sales, Invoicing and CRM

SMS Marketing
Run your SMS marketing campaigns directly from your ERP system. Fully integrated with other applications, including Sales, Invoicing and CRM

Marketing Automation
Design, test and manage marketing funnels in 1 place. Fully integrated with all other applications of your business.

Surveys
Gather feedback directly from your contacts database based on any business parameter.

Marketing CRM & Automation Implementation
CR & Marketing Business Process Chart Preparation
Marketing Teams & Pipelines Setup
Social Marketing Streams Setup
Marketing Automation Rules Setup
Automated Actions (in accordance to Process Chart) Setup
12 hours Training & Post-launch Consultations
Timeframe: 2 weeks
Implementation Cost*: £3900.00 + VAT
Enterprise Software Cost**: €100.00 / month + €22.50 / User / Month
* - Any customisations that require development is agreed upfront and charge extra at £75 per hour.

3. Warehouse & Procurement
Multi-Warehouse Locations
All Inventory Operations
Barcode scanner ready
Cross-docking & Drop-shipping
Automated Purchases
Full Traceability & Real-time Reports

Multi-Warehouse Locations
Full flexibility to setup warehouses, locations within those warehouses and routes for each warehouse operation.

All Inventory Operations
All inventory operations in 1 place: Inventory Adjustments, Transfers, Receipts, Picking, Packing, Delivery, Drop-shipping, valuation and more.

Barcode Scanner Ready
Run your SMS marketing campaigns directly from your ERP system. Fully integrated with other applications, including Sales, Invoicing and CRM

Cross-docking & Drop-shipping
Run your SMS marketing campaigns directly from your ERP system. Fully integrated with other applications, including Sales, Invoicing and CRM

Automated Purchases
Ability to add vendors to each products and trigger automatic Request for Quotation when stock drops to minimum quantity or sale order triggers the replenishment.

Full Traceability & Real-time Reports
Track every stock move from purchase to warehouse bin to sales order. Trace lots or serials upstream or downstream from anywhere in your supply chain.

Warehouse & Procurement
Warehouse & Procurement Business Process Chart Preparation
Warehouse Locations and Routes Setup
Procurement Rules Setup
Warehouse & procurement Teams & Permissions Setup
Barcode Scanner Operations Setup
Product Import (from csv or xlxs files)
12 hours Training & Post-launch Consultations
Timeframe: 3 weeks
Implementation Cost*: £5850.00 + VAT
Enterprise Software Cost**: €50.00 / month + €22.50 / User / Month
Open-source Software Cost**: £90.00 / month for hosting only
* - Any customisations that require development is agreed upfront and charge extra at £75 per hour.
** - Solution is available both in open-source and enterprise software options.

4. Manufacturing (MRP)
Engineering, PLM and BOM Management
Manufacturing Planning and Work Orders
Master Production Scheduler
Quality Control
Maintenance Management

Engineering PLM And BOM Management
With Odoo PLM, you can work on several versions of the same BoM in parallel and apply only the differences to manage multiple changes.

Manufacturing Planning and Work Orders
Accurate planning directly based on real manufacturing times measures. Display worksheets, quality alerts to workers during operations.

Master Production Schedule
Use make-to-order rules, minimum stock rules or the master production schedule to automate procurements. Let the scheduler compute everything for you. Use routes, constraints and lead time to optimize inventory level and avoid shortages.

Quality Control
Define quality control plans to trigger quality checks at specific inventory operations (receiving and final inspection) or manufacturing operations (in-process inspection).

Maintenance Management
Odoo computes standard statistics to help you plan preventive maintenance, including mean time between failure (MTBF), mean time to repair (MTTR), and expected next failure date, and lets you automate metrology and preventive maintenance scheduling.

Manufacturing (MRP) Implementation
Full GAP Analysis
Warehouse & Procurement Implementation
PLM and BOM Setup
Manufacturing Routing & Work Centers Setup
Quality Control Points Setup
Equipment & Maintenance Setup
User Roles & Permissions Setup
24 hours Training & Post-launch Consultations
Timeframe: 3 months
GAP Analysis Cost: £3900.00 + VAT
Implementation Cost*: £17550.00 - £26325.00 + VAT
Enterprise Software Cost**: €130.00 / month + €22.50 / User / Month
* - Any customisations that require development is agreed upfront and charge extra at £75 per hour.

5. Accounting
Bank Synchronization
Customer Invoices
Bills & Expenses
Easy Reconciliation
HMRC & VAT Returns

Bank Synchronization
Get your bank statements synced with your bank automatically, or import files. Odoo syncs with all UK and European banks.

Customer Invoices
Turn Quotes into Invoices with minimal effort Bill automatically based on sales orders, delivery orders, contracts, or time and material.

Bills & Expenses
Managing your employees' daily expenses has never been easier. Whether it's travel expenses, office supplies, or any other employee expenditure, access all receipts and expense submissions from your Expenses dashboard and create, validate, or refuse them in just a click.

Reconciliation
Save time and automate 95% of reconciliation with Odoo’s smart reconciliation tool.

HMRC & VAT Returns
Odoo is compliant with the MTD requirements to submit tax obligations. Connect to HMRC, fetch your obligations and send them with only a few clicks.

Standard Accounting Implementation
Bank Synchronization Setup
PDF Templates Setup
Customer Invoice Payment Reminders Setup
Reconciliation Setup
HMRC & VAT Returns Setup
20 hours Training & Post-launch Consultations
Timeframe: 2 weeks
Implementation Cost*: £3900.00 + VAT
Enterprise Software Cost**: Free or €30.00 / month + €22.50 / User / Month
* - Any customisations that require development is agreed upfront and charge extra at £75 per hour.
** - Free if Accounting is used standalone. If more applications are connected (i.e. CRM), then paid option activates.

6. HR & Talent Acquisition
Time & Attendance
Leave & Time-off
Expense Management
Employee Evaluation
Recruitment Management
Payslip Generator

Time & Attendance
Weekly or monthly timesheets with optional attendance tracking.

Leave & Time-off
Simplified tracking for employee vacation and sick days. Employees enter their requests. Managers decide to either approve or refuse time off requests. Notification is sent to the employee and their calendar is updated automatically.

Expense Management
Managing your employees' daily expenses has never been easier. Whether it's travel expenses, office supplies, or any other employee expenditure, access all receipts and expense submissions from your Expenses dashboard and create, validate, or refuse them in just a click.

Employee Evaluation
Easily set up your evaluation process and calendar. Design form-based questionnaires to collect feedback from everyone in the company, from employees to managers, as well as self-evaluations. Automate the entire process so that you can focus on people, not administration duties.

Recruitment
Set up your job board, promote your job listings and easily keep track of submitted applications. Follow every applicant and build a database of skills and profiles with indexed documents.

Payslip Generator
Set up your job board, promote your job listings and easily keep track of submitted applications. Follow every applicant and build a database of skills and profiles with indexed documents.

HR & Talent Acquisition Implementation
Organisation Chart Preparation
Departments & Employees Setup
Leave & Time-off Setup
Employee on-boarding & off-boarding setup
Employee Appraisals Setup
Recruitment Setup
Payslip Structure Setup
User Groups and Permissions Setup
12 hours Training & Post-launch Consultations
Timeframe: 3 weeks
Implementation Cost*: £5850.00 + VAT
Enterprise Software Cost**: €130.00 / month + €22.50 / User / Months
Open-source Software Cost**: £60.00 / month for hosting only
* - Any customisations that require development is agreed upfront and charge extra at £75 per hour.
** - Partial solution is also available in open-source version.

Popular packages

Service / Project Based Operations
Sales CRM & Project
Partial HR & Talent Acquisition
Timeframe: 2 weeks
Cost: £3900 + VAT
Enterprise Software Cost:
€80 / month + €22.50 / user / month
5 users example: €192.50 / month
Open-source Software Cost:
£60.00 + VAT for hosting only
Small Business
Medium Business
GAP Analysis
Sales CRM & Project
Accounting
HR & Talent Acquisition
Timeframe: 6 weeks
Cost: £15600 + VAT
Enterprise Software Cost:
€150 / month + €22.50 / user / month
20 user example: €600.00 / month

Financial Services
Sales CRM & Project
Accounting
Documents & Sign
Timeframe: 4 weeks
Cost: £7600.00 + VAT
Enterprise Software Cost:
€130 / month + €22.50 / user / month
5 user example: €242.50 / month
Small Business
GAP Analysis
Sales CRM & Project
Accounting
Documents & Sign
Bills Digitalization
Multi-company environment
Multi-currency environment
Clients Portal
HR & Talent Acquisition
Timeframe: 8 weeks
Cost: £19500.00 + VAT
Enterprise Software Cost:
€220 / month + €22.50 / user / month
20 user example: €670.00 / month
Medium Business

Field Service Operations
Sales CRM & Project
Field Service App
Partial HR & Talent Acquisition
Timeframe: 3 weeks
Cost: £5850 + VAT
Enterprise Software Cost:
€100 / month + €22.50 / user / month
5 user example: €212.50 / month
Small Business
GAP Analysis
Sales CRM & Project
Field Service App
Accounting
HR & Talent Acquisition
Timeframe: 7 weeks
Cost: £17550 + VAT
Enterprise Software Cost:
€170 / month + €22.50 / user / month
20 user example: €620.00 / month
Medium Business

Marketing Operations
Sales CRM & Project
Marketing CRM & Automation
Partial HR & Talent Acquisition
Timeframe: 4 weeks
Cost: £7800.00 + VAT
Enterprise Software Cost:
€138 / month + €22.50 / user / month
5 user example: €285.00 / month
Small Business
GAP Analysis
Sales CRM & Project
Marketing CRM & Automation
HR & Talent Acquisition
Data Import / Export (csv, xlxs, json api)
Third party app integration
Timeframe: 10 weeks
Cost: £23400.00 + VAT
Enterprise Software Cost:
€220 / month + €22.50 / user / month
20 user example: €670.00 / month
Medium Business

B2B Wholesale Operations
Sales CRM & Project
Partial Inventory & Procurement
Timeframe: 3 weeks
Cost: £5850.00 + VAT
Enterprise Software Cost:
€90 / month + €22.50 / user / month
5 user example: €202.50 / month
Small Business
GAP Analysis
Sales CRM & Project
Inventory & Procurement
Shipping Providers Connector
Accounting
Timeframe: 7 weeks
Cost: £15600.00 + VAT
Enterprise Software Cost:
€220 / month + €22.50 / user / month
20 user example: €560.00 / month
Medium Business

Multi-Stream Product Sales
Sales CRM & Project
Marketing CRM & Automation
Partial Inventory & Procurement
eBay & Amazon Connectors
eCommerce
Timeframe: 5 weeks
Cost: £11700.00 + VAT
Enterprise Software Cost:
€370 / month + €22.50 / user / month
5 user example: €482.50 / month
Small Business
GAP Analysis
Sales CRM & Project
Marketing CRM & Automation
Inventory & Procurement
Shipping Providers Connector
eBay & Amazon Connectors
eCommerce
Accounting
Timeframe: 9 weeks
Cost: £21450.00 + VAT
Enterprise Software Cost:
€370 / month + €22.50 / user / month
20 user example: €820.00 / month
Medium Business

Manufacturing Operations
Partial Manufacturing
Partial Inventory & Procurement
Timeframe: 4 weeks
Cost: £9750.00 + VAT
Enterprise Software Cost: Free
Small Business
GAP Analysis
Sales CRM & Project
Manufacturing
Inventory & Procurement
Accounting
HR & Talent Acquisition
Timeframe: 3 months
Cost: £31200.00 + VAT
Enterprise Software Cost:
€480 / month + €22.50 / user / month
20 user example: €930.00 / month
Medium Business

Not sure where to start?

Adapt client’s specifications to the software
Clear client’s doubts about the feasibility of the software
Opportunity for client to assess Project Leader
Results in clear deadlines and budget
7. GAP Analysis
For larger projects, where 2 or more complex solutions are required to be combined (i.e. Sales CRM, Inventory & Manufacturing) - GAP Analysis is the first step of the process during which ERP Business Analyst and Client’s Project Manager is working together hand-in-hand in order to find the best solutions, clear the doubts and set the budgets for the medium to large scope project. The main goals of the GAP Analysis are: