Digital Transformation for Green Rock Investment Firm
Client Overview
Challenges Faced
Green Rock's operational growth highlighted significant pain points:
Disparate systems for HR, finance, and operations
Manual payroll processes prone to error and delay
Lack of centralized document and task management
Complexity in managing vendor and board member onboarding
Inefficient job posting and applicant tracking
Need to integrate with banking systems and trading platforms
Inadequate systems for reward distribution and performance audits
The Need for a Robust System
With its expanding footprint and service complexity, Green Rock needed a single, scalable, and cloud-based ERP system to unify its departments, automate manual processes, and deliver real-time insights. The platform had to be secure, compliant with financial regulations, and capable of handling multi-layered integrations.
Browseinfo’s Implementation Approach
Browseinfo adopted a modular yet integrated approach:
Conducted detailed business process mapping for each department
Designed a phased roll-out starting with core functions (HR, Finance)
Integrated Odoo with external banking and trading APIs
Customized modules for board member workflows and automated FMS audits
Ensured secure document and task management system
Delivered user training and documentation
Key Modules Implemented
HRMS: Digital onboarding, resignation, and reward management integrated with You got a gift.
Finance: Chart of Accounts automation, audit & unaudited FMS reports, and custom dashboards.
Website: Dynamic and responsive website tailored to reflect Green Rock’s brand.
Sales & Purchase: Quotation-to-invoice process, automated vendor registration, and purchase approvals.
Payroll: Custom logic for payroll calculations, approval flows, and bank payment sync.
Document & Planning: Document storage, automated planning reminders, and team collaboration.
Custom Integrations
Banking & Trading Terminals: Real-time financial transactions, reporting, and compliance
You got a gift: Integrated for employee rewards and client recognition programs
Job Post Automation: API-based integration with third-party recruitment platforms
Digital FMS Audit Tool: Automated tools to track, record, and report financial health
ROI and Return
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
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– Odoo Best Partner 2024
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transformation today.