Migration from Salesforce to Odoo

Nov 4, 2020Download as PPTX, PDF0 likes296 views

This document describes a customer success story of a San Francisco-based company that provides personal emergency medical alert services. The company was facing challenges with its previous technology stack, including a lack of integrated contact center experience. It implemented a new technology solution from Brainvire using Odoo for CRM, accounting, ecommerce, and integration. This enabled an improved omni-channel customer experience, streamlined subscription payments and billing, quick transformation of business processes and technology, improved integration with third parties, and customization to fit the company's unique business needs and practices. The new solution enhanced processes, automated shipping with third parties, and provided cost effectiveness and real-time communication across the organization.

CUSTOMER SUCCESS STORY
1
Brainvire.com Confidential © 2020

2Brainvire.com Confidential © 2020
A San Francisco, California based
company which provides Personal
Emergency Medical Alert Services –
with the singular mission to protect
the most important things in life –
Health, Independence and Family

3Brainvire.com Confidential © 2020
IS A CUSTOMER
First Driven Centric Focused Trusted Obsessed
COMPANY

4Brainvire.com Confidential © 2020
We are an award winning multi platform technology company
enabling digital transformation across various industry domains
20+ Years of Experience 800+ Resources
11+ Offices Globally 100+ ERP Implementation

5Brainvire.com Confidential © 2020
Subscription based
service, mostly paid by
adult children for their
parents
Business Model
Best in class Customer
Experience is core
driver for success
Similar to Insurance,
service is not valued
or realized until a
mishap occurs
Accounting is the
key for business
success
1 2 3 4

3Brainvire.com Confidential © 2020
Missing Items from
the technology?

3Brainvire.com Confidential © 2020
Omni-Channel Experience
Sales
Services
Marketing
Commerce
Engagement
Platform & Ecosystem
Integration
Analytics
Industries
Communities
Enablement
Collaboration
Omni-Channel
Experience

3
Salesforce
for CRM
Brainvire.com Confidential © 2020
Financial-force
for ERP and
accounting
Magento for
eCommerce
Custom Solution
& Multiple excel
sheets
Integrated Contact Centre experience for Care Agents to server customers faster was missing
Previous Technology Stack
Hybrid Mobile
Application

3Brainvire.com Confidential © 2020
Odoo
CRM
Real time
Integration
Odoo Analytics
& Reporting
Odoo
Accounting
eCommerce
& Integration
Support
New Omni channel Experience
Integrated
Contact Centre

3Brainvire.com Confidential © 2020
• Proven Product and Business Development leader
with broad experience leading and successfully
executing on product strategies
• Strategic vision in transforming business process
and technology portfolio of organizations
Andy Ginjupalli
President, Bay Alarm Medical
Person behind Transformation

Challenge 1: Customer Journey Revamp
3Brainvire.com Confidential © 2020
• Changed the eCommerce and mobile application UI
for improved shopping experience
• Integrated contact center helps with improved
customer service calls
• Transformed customer journey to make it more
seamless and faster
“
”
Have a personalized experience
to every consumer today. That's
how you win today

• Pro-rata based subscription payments and
billing system improvements
• Direct link or web dashboard / mobile app
for card data updates
• Automated process for the collection of
recurring payment
• Multiple payment gateway integration
11/4/2020 12Brainvire.com Confidential © 2020
Challenge 2: Subscription Payment

”
• There was need of changing the technology in
record time
• Brainvire has completed all the process in the
required timeline
11/4/2020 13Brainvire.com Confidential © 2020
Challenge 3: Quick Turnaround
“Agility and speed is the core
of Bay Alarm Medical,
Brainvire put it on steroids

• Integrated Solution with multiple third party
partners which improved contact center
experience and helped improve overall customer
experience
• Monitoring Center
• Device SIM provider
• VOIP system partner
• 3PL Provider
11/4/2020
14Brainvire.com Confidential © 2020
Challenge 4: Third Party Integration

• Tailored for Bay Alarm Medical’s business
needs & practices
• Odoo’s customization options helped to
make the software run as per their
business, not the business required to run
as per software
11/4/2020
15Brainvire.com Confidential © 2020
Challenge 5: Business Process Adoption

3Brainvire.com Confidential © 2020
Achievements
P R O C E S S
E N H A N C E M E N T
S H I P M E N T A U T O M AT I O N
W I T H T H I R D P A R T Y
C O S T E F F E C T I V E N E S S
S T R E A M L I N E A N D R E A L
T I M E C O M M U N I C AT I O N
B ET W E E N E A C H E N T I T Y

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1) The Swiss accounting localization in Odoo provides key features for Swiss accounting including the chart of accounts, VAT configuration, financial reports, bank account creation, printing of ESR/BVR and QR payment slips, and payment reference auto-matching. 2) Community modules add additional functionality such as importing bank statements, generating and sending electronic invoices in various formats, and creating supplier invoices by scanning QR bills. 3) Future improvements could include better support for SIX E-Billing standards, adding English translations, and integrating the SIX b.link bank synchronization service. Odoo offers a comprehensive Swiss accounting solution that continues to expand its capabilities.

A Geometrical Approach to Multi-currency ReconciliationOdoo

The document discusses a new geometrical approach to multi-currency reconciliation in accounting. The current analytical approach has several disadvantages, including invoices and payments still appearing in reports after being fully reconciled. The geometrical approach reconciles transactions symmetrically and generates exchange journal entries at each reconciliation rather than waiting until full reconciliation. This improves compliance with IAS 21 standards and increases the reliability of reports. The approach works well in Odoo v12 and the next steps are to migrate existing instances and contribute the changes to future Odoo versions.

Scheduling Made Easy: Planning and Time OffOdoo

This document discusses planning and time off management apps that allow companies to more efficiently manage their workforce, provide autonomy and clarity to employees, and integrate with other apps like time off, employees, and project management. It highlights how the planning app can save time, enforce collaboration, and improve employee satisfaction, and how the time off app allows employees to quickly request and be approved for time off while keeping track of time off for all employees.

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2. 2Brainvire.com Confidential © 2020 A San Francisco, California based company which provides Personal Emergency Medical Alert Services – with the singular mission to protect the most important things in life – Health, Independence and Family

4. 4Brainvire.com Confidential © 2020 We are an award winning multi platform technology company enabling digital transformation across various industry domains 20+ Years of Experience 800+ Resources 11+ Offices Globally 100+ ERP Implementation

5. 5Brainvire.com Confidential © 2020 Subscription based service, mostly paid by adult children for their parents Business Model Best in class Customer Experience is core driver for success Similar to Insurance, service is not valued or realized until a mishap occurs Accounting is the key for business success 1 2 3 4

7. 3Brainvire.com Confidential © 2020 Omni-Channel Experience Sales Services Marketing Commerce Engagement Platform & Ecosystem Integration Analytics Industries Communities Enablement Collaboration Omni-Channel Experience

8. 3 Salesforce for CRM Brainvire.com Confidential © 2020 Financial-force for ERP and accounting Magento for eCommerce Custom Solution & Multiple excel sheets Integrated Contact Centre experience for Care Agents to server customers faster was missing Previous Technology Stack Hybrid Mobile Application

10. 3Brainvire.com Confidential © 2020 • Proven Product and Business Development leader with broad experience leading and successfully executing on product strategies • Strategic vision in transforming business process and technology portfolio of organizations Andy Ginjupalli President, Bay Alarm Medical Person behind Transformation

11. Challenge 1: Customer Journey Revamp 3Brainvire.com Confidential © 2020 • Changed the eCommerce and mobile application UI for improved shopping experience • Integrated contact center helps with improved customer service calls • Transformed customer journey to make it more seamless and faster “ ” Have a personalized experience to every consumer today. That's how you win today

12. • Pro-rata based subscription payments and billing system improvements • Direct link or web dashboard / mobile app for card data updates • Automated process for the collection of recurring payment • Multiple payment gateway integration 11/4/2020 12Brainvire.com Confidential © 2020 Challenge 2: Subscription Payment

13. ” • There was need of changing the technology in record time • Brainvire has completed all the process in the required timeline 11/4/2020 13Brainvire.com Confidential © 2020 Challenge 3: Quick Turnaround “Agility and speed is the core of Bay Alarm Medical, Brainvire put it on steroids

14. • Integrated Solution with multiple third party partners which improved contact center experience and helped improve overall customer experience • Monitoring Center • Device SIM provider • VOIP system partner • 3PL Provider 11/4/2020 14Brainvire.com Confidential © 2020 Challenge 4: Third Party Integration

15. • Tailored for Bay Alarm Medical’s business needs & practices • Odoo’s customization options helped to make the software run as per their business, not the business required to run as per software 11/4/2020 15Brainvire.com Confidential © 2020 Challenge 5: Business Process Adoption

16. 3Brainvire.com Confidential © 2020 Achievements P R O C E S S E N H A N C E M E N T S H I P M E N T A U T O M AT I O N W I T H T H I R D P A R T Y C O S T E F F E C T I V E N E S S S T R E A M L I N E A N D R E A L T I M E C O M M U N I C AT I O N B ET W E E N E A C H E N T I T Y

17. Any questions? Thank You..!

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