Digital Transformation for Green Rock Investment Firm

Client Overview

Organization
Green Rock
Industry
Investment Management and Financial Services
Core Focus
Financial portfolio management, HR digitization, vendor/board onboarding, client rewards, and regulatory compliance

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

Centralized control across finance, HR, and operations

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