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📊 Odoo Multi-Company Management Proposal This proposal outlines how Odoo's multi-company environment will centralize management, streamline operations with specialized modules, and provide a clear return on investment. Aspect Pals Travel and Leisure Nikko Home Care Pals School Core Odoo Modules CRM, Sales, Project, Website, Invoicing Specific Industry App (e.g., Senior Day Care), CRM, HR, Invoicing CRM, Sales, Website, Invoicing, Project Key Workflows Online tour bookings → Sales Orders → Invoicing → Project (for itinerary management) Client assessment requests → Quotations → Invoicing → Care tasks & schedules Student inquiries → Quotations → Invoicing → Project (for course management) Inter-Company Potential Provide transportation services for the school and home care facility. Offer specialized travel/outings for residents, billed to Pals Travel. Leverage the travel company for school trips and transportation. 1. Strategic Benefits of a Unified Odoo System Centralized Control with Segregated Data: As the owner, you can view consolidated reports and financial dashboards across all three companies. At the same time, each company's data—such as client records, financial ledgers, and internal operations—remains completely isolated and secure, accessible only to authorized users. Operational Efficiency: Odoo automates key processes. For instance, confirming a sales order for a tour package can automatically generate an invoice and create a project for itinerary management. An industry-specific app for Nikko Home Care can streamline client assessments, care schedules, and billing. Cost Savings: Managing one system is more cost-effective than three separate software licenses. You also save on administrative overhead through automated inter-company transactions. 2. Module Functionality and Integration Shared and Core Modules: All three companies will use a common core set of modules, configured for their specific needs: CRM & Sales: Manage leads (e.g., tour inquiries, potential residents, student applications), convert them into quotations, and confirm sales orders. Invoicing: Handle all billing and payments. With inter-company rules, transactions between your companies (e.g., Pals Travel billing Pals School for a trip) can be automated, generating invoices and bills simultaneously. Website: Each company can have its own professional website for marketing, information, and even online bookings or inquiry forms. Specialized Modules: Pals Travel and Leisure: The Project module is ideal for planning and tracking tours, managing transportation schedules, and assigning drivers. Nikko Home Care: A dedicated app like "Adult Day Care Center for Senior Citizens" can manage the entire care lifecycle, from initial assessments and medical information to scheduling activities and staff. Pals School: The Project module can be used to manage academic courses, extracurricular activities, and school events. 3. Implementation Approach & Cost Breakdown The total cost depends on the chosen hosting plan, level of customization, and partner fees. The figures below are estimates for a mid-size business implementation. Cost Component Details & Considerations Estimated Cost Odoo Software Licensing (Annual) Custom Plan (required for multi-company). Cost scales with the number of employees needing backend access. ~$25 - $32 per user/month Specialized Industry App (One-time) Purchase of a dedicated app for Nikko Home Care from the Odoo App Store. ~$230 Professional Implementation Configuration, data migration, training, and go-live support. This is the most variable cost. $25,000 - $50,000+ Implementation Cost Breakdown: Phase Key Activities Estimated Cost 1. Planning & Analysis Requirement gathering, module selection, multi-company structure design. $1,000 - $5,000 2. System Design & Configuration Setting up companies, users, access rights, modules, and inter-company rules. $3,000 - $15,000 3. Data Migration & Integration Importing customer, product, and historical data from legacy systems. $2,000 - $10,000 4. Training & Deployment Role-based user training and final go-live support. $2,000 - $8,000 4. Getting a Precise Quote
This proposal details implementing Odoo for Pals Travel, Nikko Home Care, and Pals School, enabling centralized oversight with isolated data, automated workflows, inter-company integrations, and cost
The slide is a title slide for a proposal on Odoo Multi-Company Management. Its subtitle highlights the centralization of operations for Pals Travel, Nikko Home Care, and Pals School.
Centralizing Operations for Pals Travel, Nikko Home Care, and Pals School
The presentation agenda begins with an overview of the three companies, their core modules, key workflows, and inter-company potentials, followed by a discussion of strategic benefits including centralized control, operational efficiency, and cost savings from a unified system. It then covers module functionality with shared cores and specialized integrations, implementation approach with phases and cost breakdown, and next steps for proceeding and obtaining a tailored quote.
Introduce the three companies, core modules, key workflows, and inter-company potentials.
Highlight centralized control, operational efficiency, and cost savings from unified system.
Detail shared core modules and specialized integrations for each company.
Outline approach, phases, cost breakdown, and factors for precise quote.
Discuss actions to proceed with implementation and get a tailored quote.
Source: 📊 Odoo Multi-Company Management Proposal
--- Speaker Notes: This proposal outlines how Odoo's multi-company environment will centralize management, streamline operations with specialized modules, and provide a clear return on investment.
The slide compares two companies under "Company Aspects Comparison." On the left, Pals Travel and Leisure features core modules like CRM, Sales, Project, Website, and Invoicing, with workflows for online tour bookings through invoicing and itinerary management, while providing transportation for school trips and home care outings. On the right, Nikko Home Care uses modules such as Senior Day Care app, CRM, HR, and Invoicing for client assessments to care schedules, and Pals School employs CRM, Sales, Website, Invoicing, and Project for student inquiries to course projects, with inter-company synergies leveraging travel for outings and trips.
| Pals Travel and Leisure | Nikko Home Care & Pals School |
|---|---|
| Core Modules: CRM, Sales, Project, Website, Invoicing. Key Workflows: Online tour bookings to sales orders, invoicing, and project management for itineraries. Inter-Company: Provides transportation services for school trips and home care outings. | Nikko: Modules include Senior Day Care app, CRM, HR, Invoicing; Workflows from client assessments to care schedules. Pals School: CRM, Sales, Website, Invoicing, Project; Manages student inquiries to course projects. Inter-Company: Leverages travel for outings and trips. |
Source: Odoo Multi-Company Management Proposal
This section header slide introduces "Strategic Benefits" as the first major topic in the presentation. It highlights the advantages of a unified Odoo system, enabling centralized control, improved efficiency, and cost savings across multiple companies.
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Unified Odoo system for centralized control, efficiency, and savings across companies.
Source: Odoo Multi-Company Management Proposal
--- Speaker Notes: Emphasize centralized control, efficiency gains, and cost savings from a unified Odoo system across Pals Travel and Leisure, Nikko Home Care, and Pals School.
This slide describes a centralized control system in Odoo that allows owners to view consolidated reports across multiple companies while keeping each company's data isolated and secure. It emphasizes restricted access for authorized users only, balancing unified oversight with privacy to enable efficient multi-company management.
Source: Odoo Multi-Company Management Proposal
--- Speaker Notes: Owner views consolidated reports; data isolated and secure per company. Access limited to authorized users only.
This slide highlights how automating sales-to-invoicing workflows and streamlining inter-company transactions in Odoo reduces manual administrative tasks and boosts operational efficiency. It also emphasizes cost savings through consolidating licenses into a single system, minimizing overhead with unified automation and reporting, and enhancing productivity via integrated module functionalities.
This slide serves as a section header for the second part of the presentation, titled "Module Functionality and Integration." It focuses on integrating core CRM, Sales, and Invoicing modules with specialized apps to enhance efficiency across multiple companies.
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Integrating core CRM, Sales, Invoicing modules with specialized apps for multi-company efficiency.
The Shared Modules Overview slide highlights key features for efficient business operations, including CRM & Sales for converting leads into quotations and sales orders. It also covers Invoicing for automated billing and payments across companies, Website tools for custom marketing and online bookings, and Inter-Company Rules to facilitate seamless transactions between Pals entities.
The slide introduces specialized modules tailored for different sectors, including Pals Travel for tour planning and schedules, Nikko Home Care for assessments and care scheduling, and Pals School for courses and event management. It highlights seamless integration across companies for unified operations and enhances efficiency through tailored workflow automation.
This section header slide introduces Section 3, titled "Implementation Approach & Cost Breakdown." It features a subtitle outlining a phased rollout strategy, along with estimates for licensing, app development, and professional services.
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Phased rollout with estimates for licensing, app, and professional services.
Source: Odoo Multi-Company Management Proposal
--- Speaker Notes: Phased rollout with estimates for licensing, app, and professional services.
The slide outlines key cost components for a software solution, starting with a user licensing fee of $25-32 per user per month. It also includes a one-time specialized app cost of $230 and an implementation total ranging from $25K to $50K+ for professional services.
Per user per month
One-time purchase
Professional services range
Source: Odoo Multi-Company Management Proposal
The Implementation Phases Timeline outlines a structured project rollout over eight months, starting with Phase 1 in Months 1-2 for planning and analysis, including requirement gathering, module selection, and multi-company structure design. Subsequent phases cover Months 3-5 for design and configuration of companies, users, access rights, modules, and inter-company rules; Months 6-7 for data migration from legacy systems; and Month 8 for role-based training and deployment with go-live support.
Month 1-2: Phase 1: Planning & Analysis Requirement gathering, module selection, and multi-company structure design. Month 3-5: Phase 2: Design & Configuration Setting up companies, users, access rights, modules, and inter-company rules. Month 6-7: Phase 3: Data Migration Importing customer, product, and historical data from legacy systems. Month 8: Phase 4: Training & Deployment Role-based user training and final go-live support.
Source: Odoo Multi-Company Management Proposal
The slide emphasizes achieving total ROI via efficiency and savings in hosting and customization solutions. It invites viewers to contact for a tailored quote and asks if they're ready to implement.
Achieve Total ROI Through Efficiency and Savings
Contact us for a tailored quote on hosting and customization. Ready to implement?
Source: Odoo Multi-Company Management Proposal
--- Speaker Notes: Emphasize the value of a customized quote and invite questions to move forward.
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