Automation and extension of Odoo's standard functionality for a consulting company

FrontWell Solutions, a dynamic and forward-thinking company, applied to Netframe with a comprehensive list of business tasks and functionalities they tried to implement in their operations.
Enterprise Odoo 19


About project


FrontWell Solutions, a dynamic and forward-thinking company, applied to Netframe with a comprehensive list of business tasks and functionalities they tried to implement in their operations. These requirements included various aspects, such as travel and expense management, travel reports, paid time off for new employees, and streamlined timesheet approval processes with customer signatures on the website. Using their expertise in Odoo implementation, Netframe took on the challenge and successfully integrated a range of modules and functionalities to meet FrontWell Solutions' unique needs.

Main added functionality

Expenses

Survays

Onbording

Contracts

Apraisal

Contacts

Time Off

Timesheets

Solution

  • Configured an Azure application for Odoo to interact with Outlook

  • Configured SMTP Relay in Outlook
  • Connected and configured Outlook mail server for Odoo, as well as mail accounts
  • The possibility of reimbursement of employee travel expenses has been added
  • New rules for dynamic calculation of cost categories have been created
  • Added limited access to contact and contract visibility
  • Creation of a contract based on fields and the ability to download

New feature

  • Added logic for passing surveys and evaluations for employees
  • Adding filters on the portal user page 
  • The calculation of the start date of paid leave based on a specific country has been implemented
  • Appropriate access has been created (users, managers, administrators)
  • Processing of various types of vacations

The collaborative partnership between Netframe and FrontWell Solutions exemplifies the potential of Odoo in catering to diverse business needs and delivering robust solutions.

 Andrii Bigdan • CEO of Netframe  

Why Use Odoo Customization and Automation for Consulting Companies?

Tailored Workflow Automation


Customizes Odoo to automate repetitive tasks like project tracking, timesheet approvals, and invoicing, reducing manual efforts by up to 50% and allowing consultants to focus on client value delivery.

Seamless Module Integration

Expands standard Odoo functionality across Sales, Projects, HR, and Accounting modules, creating a unified system that eliminates data silos and ensures real-time visibility into operations.

Enhanced Project Management

Introduces advanced features for resource allocation, milestone tracking, and profitability analysis, enabling precise forecasting and better resource utilization in consulting projects.


Improved Client Portal Access

Provides clients with secure, self-service portals for document sharing, progress updates, and feedback, fostering transparency and strengthening client relationships.

Scalable Reporting and Analytics

Automates custom reports on billable hours, revenue per project, and team performance, empowering data-driven decisions and compliance with consulting standards.

Cost-Effective Implementation

Leverages Odoo's open-source base for affordable, scalable customizations, delivering quick ROI through streamlined processes and reduced administrative overhead.

Boosted Operational Efficiency

Overall, the implementation shortens project cycles, minimizes errors, and supports growth, making it ideal for consulting firms handling complex, client-centric services.




Extension of the standard functionality of approval of Timesheets
Implemented the possibility for the customer to agree the time sheets of the performers in the personal account of the portal user.