Odoo ERP Implementation for Isha Foundation
Client Overview
Challenges Faced
- Disconnected systems across subsidiaries and departments
- Manual donation tracking and volunteer onboarding
- Limited integration of POS, inventory, & manufacturing
- Lack of real-time financial oversight & approval processes
- Difficulty scaling systems for 6000+ users globally
Our Odoo Solution
Multi-Company Odoo Setup
Implemented a scalable Odoo setup covering: Isha Foundation , ISHA Life, ISHA Outreach, ISHA Education
Modules Implemented
Core Modules Deployed : CRM & Sales, Purchase & Inventory, Accounting & Invoicing, Website & POS, Events & Donations, HRMS (Payroll, Attendance, Appraisal)
Integrations
Razorpay & Stripe (Payment Gateways), Google Calendar (Event Sync), WhatsApp & VOIP (Communication), 3PL Logistics (Shipping & Fulfillment)
Custom Features Delivered
Automated Donation Tracking & 80G Certificate Generation
We built a robust donation management system with full traceability—tracking source, type, campaign, and donor details. Auto-generated 80G certificates ensure tax-compliant receipts are sent instantly, enhancing donor trust and transparency.
Volunteer Portal with Onboarding & Time Tracking
A fully integrated portal allows volunteers to register, select roles, log hours, and download certificates. Managers can assign tasks, monitor participation, and optimize resource allocation across global events.
Custom Manufacturing & Job Work Management
Designed tailored workflows for outsourced production, enabling real-time tracking of raw materials dispatched and finished goods received from multiple vendors. QC checkpoints ensure traceability and accountability.
Multi-Tier Approval System for Finance & Procurement
Implemented role-based approval matrices for purchase orders, expenses, and donation disbursements. Includes digital signatures, automated escalations, and audit-ready logs to meet internal and statutory compliance.
Advanced POS Features with Loyalty and Restrictions
Enhanced the POS with dynamic shipping charges, conditional payment restrictions, and customer-specific loyalty point systems. Ensures consistent retail experience across stores and regions.
Event & Retreat Booking with Calendar Sync
Customized Odoo Events to efficiently manage large-scale yoga programs, workshops, and retreats—featuring Google Calendar sync, waitlisting, automated confirmations, and participant feedback tracking.
Key Functional Highlights
01
Centralized Donation & Volunteer Management
Unified system to track donor journeys, issue 80G certificates, and manage volunteer onboarding and hours.
02
Multi-Location POS with Inventory Sync
Seamlessly connected retail operations with real-time stock updates across all locations.
03
Smart Financial Reminders & HR Tools
Automated proforma invoice alerts, employee advance management, and structured payroll flows.
04
Role-Based Dashboards & Approval Workflows
Customized access controls, visual KPIs, and secure document approval using Odoo Sign.
05
Paperless Compliance & Secure E-Signatures
Digitized approvals and record-keeping, enhancing compliance across global branches..
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Results & ROI
60% improvement in multi-departmental reporting
40% faster financial reconciliation and inter-company processes
6,000+ users supported across global locations
Real-time dashboards for program and fundraising insights
Enhanced transparency in donations, HR, and compliance
Client Experience
Isha Digital Transformation Team
“BrowseInfo had recommended taking up Odoo nearly 4 years ago and has been a pillar of support for Isha in its digital transformation efforts. We now run dozens of operations globally under Odoo thanks to their incredible team.”
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