Streamlining Green Building Consultancy: A Sustainable ERP Success Story

About Client

Our client is based on the leading green building consultancy firm. They are more efficient in providing standardized solutions for construction projects. The tem is strongly engaged in the dedication of environmental management, where they assist in the regulations and goals of implementing  green building practices and obtaining eco-certifications.

The Challange

  • CRM – Leads Management: 

    The client struggled with an inefficient sales process and missed business opportunities because of inefficient leads management and tracking of potential opportunities.

  • HRMS – Recruitment and Employee Management:

    The client faced  challenges in managing the employee data and in transforming the recruitment process which resulted in the difficulties of handling administrative tasks and the hiring process.

  • Project Management:

  • The client needed a solution to manage projects efficiently, including tracking project timelines, allocating resources, and capturing accurate time tracking data for billing purposes.

    Invoicing and Accounting:
  • The clients accounting and invoicing data made manual data entry resulted in delays and errors in managing the account receivable.

Our Approach

Needs Assessment:We had a detailed analysis on the clients project management, CRM, HRMS and the requirements for accounting to closely understand their exact pain points and needs.

Solution Design: Based on the assessment, we designed a comprehensive ERP software solution that integrated modules for CRM, HRMS, project management, and accounting, providing a unified platform for streamlined operations.

Customization and Implementation:To align with the unique needs of the clients we have customized an Odoo ERP for green building consultancy ensuring a clear integration with their existing systems making a user-friendly interface.

Training and Support: We provide utmost support and training  to the clients even after the integration and completion of the project facilitating them to effectively make use of the ongoing technical support to solve any of their queries and issues.

Our Solution

CRM :

The ERP software included a robust CRM module has profitablily enabled the client to enrich rates of lead conversion and to improve overall sales by managing customer interactions, and diverse analysis of sales performance effectively.

HRMS:

Recruitment and Employee Management: Our solution incorporated an HRMS module that streamlined the recruitment process, allowing the client to efficiently manage job postings, applicant tracking, and candidate evaluation. Additionally, it provided comprehensive employee management capabilities, including records maintenance, performance tracking, and leave management.

Project Management:

Our ERP software included a project management module that facilitated efficient project planning, resource allocation, and tracking of project timelines. It also offered features for capturing accurate time tracking data, enabling seamless billing and project profitability analysis.

Invoicing and Accounting:

Our ERP solution reduced manual data entry by automating the invoicing process and integrating it with the accounting module. This resulted in faster and more accurate invoicing, improved accounts receivable management, and enhanced financial visibility for the client.

Design

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