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LuxSite automation using Odoo ERP – ToDo case study

About the customer

The well-known Ukrainian digital agency “Lux Site” has been operating on the market for 14 years. During this time, it has implemented over 1,000 successful projects from Ukraine, the USA, Canada, and Australia. The team includes over 30 experienced specialists from all digital areas. LuxSite provide services with:

  • integrated marketing;
  • SEO promotion;
  • PPC (contextual advertising);
  • social media management (SMM);
  • design;
  • business packaging;
  • content creation;
  • copywriting.

One of the advantages that, in our opinion, distinguishes LuxSite from other companies in the industry is its comprehensive approach to solving business problems in online marketing. The company uses innovative technologies, promotes honesty, responsibility, and openness not only towards its clients, but also adheres to these principles within the team.

How did the customer find out about us?

Founder and CEO of ToDo Oleksiy Bardakov, presented the Odoo system at one of the events organized by the Young Business Club, whose members include our director and founder of LuxSite. Oleksandr Lyakhovets.

How did LuxSite choose Odoo and why?

The customer had a clear request to implement an ERP system, not just another CRM. According to Maria Prukhnitskaya, COO LuxSite: “Odoo seemed like a good solution to us after the product was presented personally by Oleksiy Bardakov”, “First of all, we liked the comprehensive solution and the ability to customize the software for ourselves.”

What tasks did LuxSite plan to solve using automation?

Our collaboration began with identifying the tasks that needed to be solved. They turned out to be the following:

  • systematization of company processes;
  • recording team time spent;
  • calculation of the cost of work;
  • calculation of income and profit;
  • cost fixation;
  • determining the profitability of services;
  • maintaining a database of potential customers;
  • a high-quality base for recruiting and staffing.

What business processes did we automate for the customer thanks to Odoo?

Currently, processes such as sales and projects have been optimized using the “CRM” module and the “Project Management” module. LuxSite plans to continue automating accounting, recruiting, and working with partners.

Results of cooperation

The implemented “CRM” module remained almost unchanged and without any modifications, because it completely satisfied the customer in its basic form.

But it should be noted that the “CRM” module in Odoo, even in its basic form, is a very good choice, because it perfectly combines a clear interface, customizable fields, integrations with Telegram, Viber, WhatsApp, IP telephony, and other Odoo modules, which together form an entire ecosystem.

The process of maintaining a customer base and working with them has been modernized and systematized.
Now, an authorized employee schedules calls, meetings, mailings, or proposals, and Odoo automatically plans the next step based on the given sales scenario.

The client card contains a complete history not only of personal data, but also of all actions. From applications and orders to correspondence, calls and invoices. CRM has convenient automatic lead management, and most importantly predicted score. Odoo calculates the probability of success based on several criteria, including taking into account previous results.

We have completed a number of improvements including the ability to sort by the person responsible for a specific task for the “Project Management” module. This improvement eliminates the possibility of duplication of projects and tasks in the system.

We also implemented a flexible access configuration system for the customer, which he can edit himself both for each employee individually and for entire groups of users at the same time. This is our personal development, which was carried out using the Python programming language.

The customer wanted to simplify the process of calculating hours worked on tasks for their employees as much as possible, but this led to increased risks. Therefore, it was necessary to limit the ability to work with timesheets for the customer's employees, which was implemented using flexible access.

Another one was integrated into the “Project Management” module “Gantt Chart”, which allows you to visualize the work plan/schedule for any project. The integration of this module turned out to be quite a difficult task, but we still managed to do it and currently the “Gantt Chart” is in the testing stage. This module was also further developed to meet the needs of the customer.

During our cooperation with LuxSite, we can say that we found not only a customer, but also a good friend and partner. The intermediate stage of cooperation ended with the conclusion of a contract with LuxSite, under which they provide us with marketing services. Now we exchange experience and help each other become better.

We, for our part, continue implementing Odoo for LuxSite, testing the already implemented and configuring new modules, and they are working on improving digital marketing at ToDo.

With the help of Odoo and the work of our LuxSite team, we began automating the processes that we planned to automate at the beginning of the cooperation. Yes, there were minor errors regarding the planned deadlines and budget, but there were no issues with the functionality of the system itself.

Results

We remind you once again LuxSite automation has been and will continue to be based on the Belgian ERP systems Odoo, which has a very convenient and flexible structure that allows you to customize the software to your needs (and this was noted by LuxSite), scales in parallel with your business and is constantly updated and supported by developers.

LuxSite and I are proud of our collaboration and the projects we lead for each other. This is our joint success. If we talk about the results of our cooperation in numbers and graphs, then this is another story, which we will tell in the near future.

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