IBS & PARTNERS 

eyeglasses on book beside laptop

WHO IS IBS & PARTNERS ?

IBS & Partners has developed a multi-skilled team in order to meet the requirements of an international clientele:

- Managerial support (management and administration)
- Incorporation and domiciliation of companies
- The evaluation of companies 
- Accounting services 

The originality of IBS & Partners is to offer, through a single contact, a set of services, à la carte, managed and executed by professionals, specialists in their sectors.

Since 2002, IBS & Partners S.A. is a member of the international network CLARKSON HYDE (www.clarksonhyde.com) which gathers economic advisers and chartered accountants on the 5 continents.

THEIR NEEDS


The customer has several solutions to manage his activities.

The client wishes to digitize its processes to be more reactive & free up time for its employees to provide more advice to its customers.

It is in this context that the client chose the odoo solution in order to centralize the different departments and activities on a single solution. 

three women sitting at the table

THE PROPOSED SOLUTION

The first step of this project is to perform a complete analysis of the client's Odoo environment.

This analysis has several objectives :

  • To be reassured on the faisability

  • Show that we understood their business

  • To confirm a budget

  • To know and confirm how we will do it

  • Know the timeline

This analysis proceeds as follows:

  1. Business discovery

  2. Workshops By theme / group of people / domains

  3. Create the deliverables documents

  4. Present it

  5. Handle feedback

Here is the list of modules to meet the client's needs: 



BENEFITS & RETURNS ON INVESTMENT

Time saving

  • Automatic biling
  • Creation of a quote in a few clicks
  • Customization of Odoo screens
  • Centralization of information

Productivity gain

  • Optimization of purchasing management
  • Optimization of inventory management
  • Planning of tour plans for installers
  • Management of the maintenance of the machine park

Increase in sales

  • Automation of the company's processes
  • Better visibility of employee timesheets and automatic invoice generation 
  • Improved communication with suppliers & customers