Digital Transformation for Green Rock Investment Firm
Client Overview
Challenges Faced
- Disconnected HR, Finance, and Operations systems and manual payroll processes causing errors and delays
- Lack of centralized document, planning, and task management
- Complexity in vendor onboarding and board member workflows
- Inefficient job posting and applicant tracking and absence of real-time banking, trading, and audit integrations
- Limited systems for performance tracking and rewards
Our Odoo Solution
Odoo Setup
Strategic Odoo ERP Implementation focusing on unification, automation, and scalability.
Modules Implemented
HRMS, Finance, Website, Sales, Purchase, Payroll, Document Management, Planning
Odoo Version Implemented
Odoo Enterprise Version implemented
Custom Features Delivered
Job Automations
Job Post Automation via third-party recruitment platform APIs
Yougotagift Integration
Yougotagift Integration for employee rewards and client recognition
Integration With Banking API
Integration with Banking APIs and Trading Platforms for real-time financial operations
Digital FMS Audit Tools for compliance and financial health tracking
Centralized document storage with planning and automated reminders
Key Modules Implemented
01
HRMS:
Digital onboarding, resignation, and reward management integrated with Yougotagift.
02
Finance:
Chart of Accounts automation, audit & unaudited FMS reports, and custom dashboards.
03
Website:
Dynamic and responsive website tailored to reflect Green Rock’s brand.
04
Sales & Purchase:
Quotation-to-invoice process, automated vendor registration, and purchase approvals.
05
Payroll:
Custom logic for payroll calculations, approval flows, and bank payment sync.
06
Document & Planning:
Document storage, automated planning reminders, and team collaboration.
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Results & ROI
45% Reduction in operational overhead via automation
60% Faster payroll processing with 100% accuracy
Improved compliance and audit readiness
Enhanced employee experience and vendor transparency
Centralized control across finance, HR, and operations
Client Experience
Green Rock Digital Operations Team
"BrowseInfo’s team not only delivered a customized Odoo ERP but also helped us integrate with complex financial systems and reward platforms. They were critical to our digital transformation journey."
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