Build a reliable project handover
We define the information delivery teams need from sales: scope, responsibilities, deadlines and billing terms. Project templates and a clear handover process help keep that context available.
ODOO SOLUTIONS / PROFESSIONAL SERVICES
Odoo for Professional Services & Project Delivery
Turn a won opportunity into well-organized delivery. Synovate helps professional services teams connect client commitments, project work and billing through an Odoo setup shaped around their engagement model.
Practical support for your business.
Connect time and billing
We assess Odoo Project and Timesheets for the way your business records effort and charges clients. We help define validation responsibilities and test the billing process with representative engagements.
Understand project performance
We establish which time and cost records are needed for useful project reporting. Teams can then review effort against the agreed scope and decide when a project needs attention.
Our ERP implementation services cover discovery, configuration, data preparation, testing and user training. When a standard workflow does not fit, we assess software development and integration against the value it would add. Odoo capabilities depend on the selected version, edition, apps and hosting plan.
Illustrative Odoo case studies
These hypothetical scenarios show how Synovate could approach a business challenge. They are not completed client projects, testimonials or verified results.
A consultancy with late timesheets
The challenge
A hypothetical consultancy collects hours in spreadsheets at month end. Project managers spend time chasing missing entries before billing can begin.
Proposed Odoo approach
We would pilot Odoo Project and Timesheets with clear task ownership and a regular validation routine, then check how approved time supports the agreed billing workflow.
What we would measure
Track missing entries, approval delays and time spent preparing billing information.
A creative agency managing fixed-scope work
The challenge
A hypothetical agency delivers fixed-price projects but finds scope changes scattered across messages.
Proposed Odoo approach
We would define delivery stages, record responsibilities in Odoo Project and introduce a change-review process. Relevant time records would support discussions about effort and scope.
What we would measure
Review unapproved changes, delivery-stage visibility and effort variance rather than assuming higher margins automatically.
A practical path to implementation
We begin with a working session to understand your current process and choose success measures. Next, we demonstrate the proposed workflow with sample data, review gaps and agree the rollout scope. Testing, migration checks and user training come before launch, followed by support and a review of what needs to improve.
Explore our approach ↗Your Odoo questions
Can the setup support different billing models?
We review your contracts and invoicing rules before configuration. Time-based and milestone-based workflows can be assessed, while unusual retainers or approval requirements may need a separate design.
How do we start with Synovate?
Tell us about your current systems, the main challenge and the outcome you need. We will discuss a discovery scope before recommending an implementation plan.