Streamlining Business Processes with a Comprehensive Odoo ERP Solution
HORIZON, a leading Australian engineering company, partnered with Nexevolve to
implement a comprehensive Odoo ERP system that streamlined operations and integrated
key business processes for better efficiency.
95%
Reduction in Manual Tasks
5+
Odoo Modules Implemented
About Project
HORIZON is a prominent Australian engineering company that provides specialized services in civil, structural, mechanical, and electrical engineering. The company sought a comprehensive ERP system to handle CRM, sales, accounting, project management, and inventory, while ensuring scalability for future growth.
Tech stack
Odoo ERP
Xero Integration
Sharepoint Integration
E-Signature
Challenge
Fragmented Business Processes
Horizon operated with disconnected systems for customer relationship management(CRM), sales, accounting, and inventory, leading to inefficiencies, duplicated data entry,
and a lack of operational visibility. This fragmentation hindered cross-departmental
collaboration and slowed decision-making processes.
Solution
Comprehensive Odoo ERP Implementation
Nexevolve implemented a fully integrated Odoo ERP platform, consolidating Horizon’s
CRM, Sales, Accounting, Inventory, and Project Management functions into a unified system. This enabled seamless data flow, improved accuracy, and enhanced operational
efficiency by providing a single source of truth across the business.
Challenge
Manual Sales and Project Management
Sales and project workflows at Horizon were largely manual and siloed, resulting in inefficiencies,
delayed updates, and limited visibility into task progress. Teams lacked the tools needed for streamlined collaboration and proactive project delivery.
Solution
Automated Sales and Project Modules
Nexevolve configured and customised the Odoo Sales and Project modules to
automate key workflows and enable real-time visibility. This empowered Horizon’s
teams with better oversight of the sales pipeline, project timelines, and resource
allocation, leading to more efficient and accountable operations.
Challenge
Complex Document Management
Handling documentation, particularly approvals and signatures, was time-consuming and paper-based. This created bottlenecks in both internal and external communications and
increased the risk of errors or delays in critical documentation.
Solution
Integrated E-Signature Functionality
To streamline document workflows, Nexevolve integrated a secure digital e-signature
solution within Odoo. This allowed Horizon to manage approvals and contract sign-offs electronically, reducing turnaround times, ensuring compliance, and enhancing
document traceability.
Challenge
Lack of System Integration
Horizon’s key systems like CRM, sales, project management, and accounting were operated independently, with minimal integration. Accounting was handled in Xero, and
document storage relied on separate platforms, resulting in data duplication and
administrative overhead.
Solution
SharePoint and Xero Integration
Nexevolve connected Horizon’s Odoo system with SharePoint for centralised document
management and integrated Xero for seamless financial synchronisation. These
integrations allowed consistent data sharing between departments, reduced manual
tasks, and improved overall system efficiency.
Challenge
Delayed Approval Workflows
Approval processes were unclear and lacked structure, leading to inconsistent access
control and delays in authorisation of key actions such as financial transactions and project milestones.
Solution
Customised Multi-Level Approval Hierarchy
Nexevolve implemented a tailored, role-based approval workflow within Odoo, designed
to align with Horizon’s organisational structure. This solution introduced controlled
access and approval routing, significantly improving transparency, governance, and
turnaround times.
Our Approach
Implementation
We integrated Odoo ERP to optimize HORIZON’s key business processes, ensuring scalability and efficiency.
Agility
Using agile methods, we ensured flexibility and timely delivery, adapting to evolving needs.
Collaboration
We closely collaborated with HORIZON’s team for seamless adoption and training.
Improvement
Continuous monitoring and enhancements ensured the ERP system remained aligned with business growth.
Key Results
With Nexevolve’s proven expertise in delivering customised Odoo ERP solutions across Australia, Horizon successfully transformed its fragmented operations into a unified, automated business environment. As a trusted Odoo partner, Nexevolve is committed to helping Australian enterprises optimise performance through smart, scalable technology built for local business needs.
- Improved Operational Efficiency: By automating core processes and consolidating platforms, Horizon significantly reduced manual workload and enhanced interdepartmental workflow efficiency.
- Seamless Project and Sales Integration: The integration of CRM, sales, and project modules within Odoo enabled end-to-end visibility and collaboration, allowing for better planning, execution, and customer engagement.
- Faster Financial Processing: With real-time synchronisation between Odoo and Xero, Horizon achieved more accurate and timely financial management, leading to improved cash flow and reduced reconciliation time.
- Quicker Document Approvals: The implementation of e-signature functionality streamlined document management, enabling faster turnaround on internal approvals and client agreements.
- Scalable Digital Foundation: Horizon is now equipped with a future-ready ERP platform tailored for the Australian market, offering the flexibility and scalability required to support ongoing business growth and digital expansion.
Horizon now benefits from a robust, integrated Odoo ERP system that not only resolves previous operational inefficiencies but also positions the business for long-term scalability and success in a competitive market.