Case study

ERP Happy

ERP Happy is a digital transformation consulting firm that helps businesses and nonprofit organizations improve operations through strategic ERP implementation and process optimization.

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Industry

ERP Consulting & Digital Transformation

Duration

12+ Months (Ongoing Partnership)

About the client

ERP Happy is a digital transformation consulting firm that helps businesses and nonprofit organizations improve operations through strategic ERP implementation and process optimization. Specializing in Odoo and SAP consulting, the company combines business expertise with a user-centered approach to deliver technology solutions that drive real organizational change. From digital strategy and ERP implementation to training and support, ERP Happy enables organizations to streamline operations, increase efficiency, and achieve sustainable growth through practical, value-focused transformation.

The problem

ERP Happy, an Odoo implementation partner, required an experienced Odoo development team to support both their internal projects and multiple client implementations. The engagement involved implementing new features, maintaining existing Odoo Enterprise solutions, migrating customer environments from Odoo 17 to Odoo 18, developing third-party integrations, and providing ongoing technical consulting while ensuring minimal disruption to production systems.

The solution

Provided a dedicated Odoo development team that worked as an extension of ERP Happy's engineering department. The team delivered custom Odoo Enterprise development, migration services, integration development, performance optimization, and production support across multiple customer projects hosted on Odoo.sh and self-managed environments.

Implementation

  • Migrated multiple client projects from Odoo 17 Enterprise to Odoo 18 Enterprise.
  • Developed and upgraded custom Odoo modules for client-specific business processes.
  • Worked on Odoo.sh deployment, maintenance, and version management.
  • Implemented third-party integrations including Monday.com and Calendly.
  • Built Zapier automation workflows for data synchronization.
  • Enhanced Sales, CRM, Accounting, and Project Management modules.
  • Performed module migration, testing, bug fixing, and production deployments.
  • Conducted R&D for new Odoo features and integration capabilities.
  • Provided technical consultation and continuous support for ERP Happy and its clients.

Results

  • Successfully migrated multiple customer implementations from Odoo 17 to Odoo 18.
  • Delivered numerous customizations for ERP Happy's client projects.
  • Reduced manual processes through workflow automation and third-party integrations.
  • Improved deployment efficiency using Odoo.sh.
  • Enhanced customer implementations with reliable API integrations and automation.
  • Provided continuous development and production support, enabling faster project delivery for ERP Happy.

What made it unique

  • Operated as a dedicated offshore development team for an Odoo implementation partner.
  • Extensive experience delivering solutions across multiple industries and customer projects.
  • Expertise in Odoo.sh deployment and version migration.
  • Strong focus on reusable custom modules and integration frameworks.
  • End-to-end ownership from development and migration to deployment and post-production support.
  • Proven experience integrating Odoo with modern SaaS platforms using APIs and automation tools.

Custom modules

  • Odoo 17 to Odoo 18 Migration Utilities
  • Monday.com Sales Order Integration
  • Zapier Automation Modules
  • Calendly Event Integration
  • Sales Workflow Customization
  • CRM Enhancements
  • Project Workflow Customization
  • Customer-specific Business Modules
  • API Integration Utilities
  • Deployment & Migration Scripts

Integrations

  • Odoo.sh
  • Monday.com
  • Zapier
  • Calendly
  • REST APIs
  • Email Notifications
  • Webhooks

Services

  • Odoo Consulting
  • Odoo Implementation
  • Odoo Customization
  • Odoo Development
  • Odoo Integration
  • Odoo Migration
  • Odoo Support

Technologies

  • Odoo 18 Enterprise
  • Odoo.sh
  • Python
  • PostgreSQL

Team

  • Odoo Solution Architect
  • Senior Odoo Developers
  • Functional Consultant
  • QA Engineer
  • Project Manager