Our reference
The history of Expansion
EXPANSION is a communication agency with over 20 years of experience.
The company offers branding, digital strategy, event planning, and communication services.
They deliver projects for both public and private clients.
Their needs
EXPANSION aimed to digitize, integrate, and streamline its main management processes.
Several different tools covered their operations:
- Quote issuance
- Conversion of quotes into sales orders
- Automatic transformation of sales orders into projects
- Time tracking on projects by employees
- Schedule management
- Project budget monitoring
- Conversion of hours (or fixed-price agreements) into invoices
- Processing of invoices and payments in accounting
- Accounting management for multiple entities
La solution
We have configured the Odoo ERP (Odoo Sales, Odoo e-Invoicing, Odoo CRM, Odoo Accounting, Odoo Finance, Odoo Project Management, Odoo Contracts, Odoo Planning, Odoo Contacts) and integrated their processes.
Additionally, we have installed the Smart Analytics solution to track and analyze project profitability across different employees.
Their benefits
Productivity gains
Time savings
Efficiency improvements
Enhanced tracking
Analytical monitoring of their activities
Better profitability
Would you like to learn more about Expansion? Check out our article on the company, which explains the benefits of an ERP and their experience with our team.
https://idealisconsulting.com/blog/news-1/nos-clients-a-l-honneur-148
Our other client cases
Agoria
We digitized the processes through the implementation of a dedicated solution based on the Odoo ERP. A significant effort was made to conceptualize the new processes in close collaboration with internal teams.
Haulogy
We offered our implementation service for SMEs. Creative standard solutions were identified to quickly provide a functional system. Our team also proposed and executed our accounting migration methodology. Additionally, we delivered training through our Idealis Academy.
Damnet
In close collaboration with Damnet, our team installed the Odoo solution to meet all their needs. Some custom developments were carried out, even though the standard features already covered a large part of the requested scope.
Phrenos
Phrenos was looking for an integrated management tool to replace the existing accounting system and Excel files.