ODOO PAYROLL & ACCOUNTING IMPROVES LABOR AND MATERIAL COSTING FOR A MANUFACTURING COMPANY'S ETO WORKFLOW
Odoo’s platform laid the foundation for a manufacturing company’s fully integrated system that integrated financial management into its ETO and MTO workflows.
Accounting & Payroll System
Indiana, United States
A 20+ year-old legacy system creates limitations for cost management, labor costing, materials costing, and quoting, due to limited accounting and payroll integration.
InLine Cleaning Systems (ICS)
Inline Cleaning Systems is a manufacturer of parts washers that has been in business for over 40 years. It is a privately owned company that specializes in the manufacturing of conveyor or pass through washers and cleaning systems that are built to the unique specifications of each customer. ICS is part of a family of industrial manufacturing brands that includes EIS Machine & Automation and Rando Machines. ICS and its family of brands specialize in custom built machinery that is either completely customized or highly customized for the following industries:
"One of the things from our engagement with Novobi that has become apparent in terms of its value is the importance of having a good CPA on the development team. That's been invaluable for us especially as we've integrated payroll and engineering-to-order in terms of the accounting moves. It's very important to have a CPA involved and Novobi was able to successfully make a lot of those changes both in the out-of-box Odoo as well as in some of the apps they developed."
- Andy Wilcox, President ICS
ISC specializes in industrial washers that are built to the specifications of each commercial customer. Some of the challenges they have faced in their processes due to a 20+ year-old legacy system include:
Managing employee time due to limitations in clock in/out for their unique workflow
Lack of an integration with accounting and payroll to manage labor costing
Difficulty costing materials in the BOM
Needing various internal reports to display job costing for manufacturing including material, labor, and overhead costs
Managing a team across different time zones
Novobi architected an Odoo system that integrated core operational verticals of the business.
Finance & HR
Features from OOTB
Features from OOTB
Features from OOTB
Document current processes, systems, and needs to gather specific solution requirements.
Compare requirements against Odoo's out-of-box functionality to determine improvement scope.
Develop a solution that integrates Odoo Enterprise and customizations to deliver the exact system required.
Consultation from CPAs and CPPs to ensure all financial systems are integrated and functioning properly.
Migrate legacy data to a new system on a single database.
Provide thorough user training both before and after go-live to ensure a clean hand-off of new systems, workflows, and protocols.
Utilize implementation methodology (SCRUM) for development and roll-out
Risk Mitigation through out the process
Create a go-live check list with thorough action items to be completed prior to moving systems to production
Novobi was tasked with building a modern, powerful enterprise software platform to integrate engineer-to-order processes. By combining software with cloud-based technology and data analytics, they created an innovative, efficient, and most importantly scalable solution for the client.
Novobi built upon the open source framework of Odoo, an enterprise software platform that can be expanded with custom feature development aligned to the unique needs of the client. Development encompassed several key features for a powerful, single solution:
Implementation of a custom clock in/out attendance application that suits the client's work center set up and integrates seamlessly with payroll.
Integration with Novobi's custom built payroll and accounting application that supports complex US payroll requirements and has several improvements to UI, reports, and functions for manufacturing companies.
Improvement of Odoo's manufacturing application to support ETO workflows and provide better UI, reporting, and other functions.
Novobi's approach included migration of legacy data for the client and comprehensive training both before and after go-live of the new system. The implementation strategy utilized a standard SCRUM methodology to keep the process paced and transparent for the client with risk mitigation. A go-live checklist was created and delivered to ensure that all parts of the implementation process and project scope were addressed prior to or concurrently with roll out.
[OUTCOME GRAPHIC]MORE ACCURATE QUOTES
[OUTCOME GRAPHIC]REMOTE WORK
IT Results of the Project
Cloud Infrastructure: Utilize cloud infrastructure for scalability and OPEX investment.
Centralization: Create a single system for sales, purchasing, inventory, payroll and accounting.
Automation: Manual processes are automated for speed, efficiency, and accuracy in the system.
Business Results of the Project
Usability: Odoo's framework provides a consistent, user-friendly platform to support faster, easier, and more accurate customer quotations.
Material Cost Accuracy: Record material costs from vendors or acquired businesses more accurately as well as capture and record cost accounting using FIFO method.
Time Tracking: Track and manage employee hours for payroll and to calculate labor costs.
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