Case study

Opsio

Opsio is a cloud managed services provider that helps businesses modernize, secure, and optimize their IT infrastructure across AWS, Microsoft Azure, and Google Cloud.

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Industry

Cloud Computing & Managed IT Services

Duration

18+ Months (Ongoing Implementation, Enhancements & Support)

About the client

Opsio is a cloud managed services provider that helps businesses modernize, secure, and optimize their IT infrastructure across AWS, Microsoft Azure, and Google Cloud. Headquartered in Sweden with a delivery center in India, the company offers expertise in cloud migration, DevOps, security, AI, and cost optimization. Backed by certified cloud professionals and a customer-first approach, Opsio enables organizations to improve performance, strengthen security, and accelerate digital transformation with reliable, scalable cloud solutions.

The problem

Opsio required a comprehensive Odoo 18 Enterprise implementation to streamline internal operations across accounting, HR, projects, timesheets, subscriptions, helpdesk, CRM, and financial reporting. The business also needed extensive customizations for recurring service management, project profitability, payroll automation, banking integrations, customer portals, and operational dashboards while ensuring seamless migration to Odoo 18 and continuous production support.

The solution

Implemented a fully customized Odoo 18 Enterprise ERP solution tailored to Opsio's managed cloud services business. The solution centralized business operations, automated recurring workflows, enhanced financial visibility through custom reports and dashboards, integrated banking services, and improved collaboration across departments with dedicated modules and ongoing consulting.

Implementation

  • Implemented Odoo 18 Enterprise across multiple business functions.
  • Migrated custom modules from previous Odoo versions to Odoo 18.
  • Customized Accounting, HR, Payroll, Helpdesk, CRM, Projects, and Timesheets.
  • Developed recurring project and subscription workflows.
  • Built cash flow forecasting and working capital reports.
  • Implemented project profitability and timesheet profitability reporting.
  • Automated payroll calculations and overtime processing.
  • Enhanced Helpdesk with email automation and ticket workflows.
  • Developed customer and portal enhancements.
  • Configured website improvements and customer portals.
  • Integrated banking APIs and payment workflows.
  • Built operational dashboards and KPI reports.
  • Performed extensive testing, deployment, user support, and ongoing maintenance.

Results

  • Successfully implemented Odoo 18 Enterprise for end-to-end business operations.
  • Automated recurring business processes and service management.
  • Improved financial planning with custom cash flow and profitability reports.
  • Increased operational efficiency through workflow automation.
  • Streamlined payroll, HR, accounting, and project management.
  • Enhanced customer support through customized Helpdesk workflows.
  • Reduced manual effort with automated notifications, approvals, and recurring tasks.
  • Successfully migrated legacy customizations to Odoo 18.
  • Delivered continuous enhancements and production support through an agile engagement model.

What made it unique

  • Highly customized Odoo Enterprise implementation for a managed cloud services business.
  • Deep integration of finance, HR, projects, subscriptions, and customer support.
  • Advanced financial analytics including cash flow forecasting and working capital reporting.
  • Custom dashboards for operational and management visibility.
  • Extensive automation of recurring services, payroll, and project management.
  • Continuous consulting, feature development, and production support under a long-term partnership.

Custom modules

  • Cash Flow Forecast Report
  • Working Capital Report
  • Timesheet Profitability
  • Project Profitability
  • Automated Timesheet Locking
  • Timesheet Rounding
  • Project Recurrence
  • Recurring Purchase Orders
  • Subscription Management
  • Contract & Subscription Management
  • Payroll Automation
  • Leave Reminder
  • Reminder Notification
  • Helpdesk Enhancements
  • Customer Portal Extensions
  • Support Portal
  • Ninja Dashboard
  • SDM Dashboard
  • Task Workload Dashboard
  • Portal Timesheet Extension
  • Automation Rules
  • Email Templates & Notifications
  • Theme Customization
  • SeqOps Theme
  • Cash Flow Analytics

Integrations

  • Swedbank API
  • Outlook IMAP
  • Email Marketing
  • SMTP Email Services
  • Odoo Sign
  • Customer Portal
  • Website Forms
  • Accounting Reconciliation
  • Payment & Invoice Automation
  • Helpdesk Email Integration

Services

  • Odoo 18 Enterprise Implementation
  • Odoo Consulting
  • Odoo Customization
  • Odoo Migration
  • Workflow Automation
  • Financial Reporting
  • Banking Integration
  • Payroll & HR Customization
  • Helpdesk Customization
  • Portal Development
  • Dashboard Development
  • Technical Support & Maintenance
  • Performance Optimization
  • User Training & Deployment

Technologies

  • Odoo 18 Enterprise
  • Python
  • PostgreSQL
  • JavaScript
  • REST APIs

Team

  • Odoo Solution Architect
  • Odoo Technical Lead
  • Backend Developers
  • Functional Consultant
  • QA Engineer
  • Project Manager
  • DevOps Engineer