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
Nous avons configuré l'ERP Odoo (Odoo ventes, Odoo eFacturation, Odoo CRM, Odoo comptabilité, Odoo finance, Odoo gestion de projet, Odoo contrats, Odoo planification, Odoo contacts) et intégré leurs processus. Nous avons également installé la solution Smart Analytics afin de suivre et analyser la rentabilité sur projets des différents employés.
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 recherchait un outil de gestion intégrée pour remplacer l’outil comptable en place et des fichiers Excel.