Project and Case Management with Odoo
Odoo Open Source ERP helps companies manage their projects and cases efficiently, transparently and smoothly.
Odoo Project Management and Case Management
Odoo is a powerful software solution for project managers and agile teams who want to manage their projects, tasks and cases efficiently, intelligently and integrated throughout the entire lifecycle while maintaining full control over budgets, resources and deadlines.
Automation
Odoo offers numerous features for automating project processes and task workflows. From the automatic creation of tasks from emails to predefined follow-up actions and status updates.
Artificial Intelligence
The native AI in Odoo assists with project and resource planning, automated provision of information, task descriptions, and prioritisation of cases. Predictive analytics can also identify potential bottlenecks early on.
Integration
Odoo seamlessly integrates project management into other business areas such as sales, time tracking, human resources, inventory management or invoicing. Thanks to this interoperability, projects are embedded in end-to-end processes, ensuring full transparency over costs and resources across all departments.
Reference Project Application Management with Odoo
For our customer Pronovo, we have developed and implemented a customized case management tool in Odoo ERP for the submission of funding applications. The solution simplifies case management and consists of both a frontend and backend component.
Overview Odoo Project Management
All-in-One: Task Management, Milestone Planning, Gantt Charts, Kanban Boards and Pivot Tables for Analysis.
Multi-project architecture: Centralised overview of all projects, responsibilities, sub-projects as well as tasks and dependencies incl. resource planning.
Create tasks via email or web form, recurring tasks for routine processes, batch actions for mass processing.
Integrated billing: invoicing based on fixed price, milestones, or time + materials. Automated billing of time and clear definition of billing policies.
Time Tracking + Controlling: Integrated stopwatch for tasks, detailed reports on profitability and comparison of planned/actual hours.
Sales Synchronisation: Automatic creation of projects from sales orders and direct generation of sales orders from ongoing projects.
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Why braintec?
As an Odoo Gold Partner in Switzerland, Germany, and Austria, we support companies from all industries with customised, efficient and sustainable Odoo software solutions for digital transformation.
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Years of expertise in digital strategies
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Odoo Case
Management Software
Simple and efficient data management and process automation are crucial in claims processing. In Odoo, the entire customer journey of case processing can be mapped, allowing all data to be centrally available in one place.
- Customer portal
- Case management
- Case processing and validation
- Case coordination
- Customer communication
- Compensation
- Documentation and historization
Which industries use Odoo for their Case Management?
Service Providers
Companies in the service sector offering helpdesk and customer service utilize Odoo as case management software to manage contracts, track support requests, maintain service level agreements and communicate with customers.
Law firms
Legal professionals use Odoo software to track cases, meet deadlines and organize their documents.
Real Estate
Real estate companies use Odoo for managing customer inquiries, offers, lease agreements, and sales processes.
Telecommunications
In the telecommunications industry, contract management, service and support requests as well as the planning and implementation of technical projects and monitoring of disruptions are managed in Odoo ERP.
Public authorities
Government offices and authorities use Odoo as a case management tool to process funding applications, implement compliance requirements and create reports for various stakeholders.
Healthcare
In the medical sector, Odoo ERP is used for patient care, medical records and billing processes.
Consulting companies
Coordinate their case management in Odoo and organize contracts, consulting services, project progress, time tracking and communication with clients.
Insurance companies
Process a large number of claims, review, coordinate, evaluate and pay out via Odoo.
Education
Schools, universities, and other educational institutions use Odoo for managing teacher and student data, courses and teaching materials, exams, and communication.