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Improving project management in remote work environments with Odoo ERP

21 September 2021 by
Improving project management in remote work environments with Odoo ERP
Captivea USA, Pierrick Lubin

The pandemic has pushed companies to rethink their organisational structure and incorporate remote work as needed, or even as much as possible. While important, this transition is not always easy without the right digital tools.

How can companies track user activity? Or promote collaboration across different projects and among team members? The Odoo ERP is the ideal solution for successfully managing this transition from office-based work to a remote work environment. 

How to promote team collaboration in a remote work environment

Managing projects remotely is not easy. Many companies use project management solutions, but they are often installed directly on company workstations and are not accessible remotely. Others use Excel which, in addition to making collaboration difficult, has its limits when it comes to real-time follow-ups and data security.

For a manager transitioning teams to remote work, many questions arise, such as how to ensure teams understand their tasks and complete them on time. For employees, a key concern is how to find the best way to work with colleagues and keep track of one another’s activities. 

Here, we discuss how remote-work managers can oversee the different teams involved and maintain effective communication, regardless of distance.

Remote project management with Odoo 

Having a dynamic and powerful tool where all information can be stored is a real advantage for a company. Imagine being able to see what the sales team has closed, track the progress of different departments, and receive updates on key discussion points. All this information is typically shared during informal conversations among different employees, but with Odoo it can now be captured and shared for the benefit of the entire company.

An online project management solution is essential for effective remote collaboration. And its usefulness increases when it is connected to other business management tools such as ERP. From quotation generation and project management to customer support tickets, all these different areas are linked and synchronised in one centralised software.

Easier collaboration: remote access, traceability of exchanges...

Centralising data gives a 360° view of the entire organisation without risking any loss of information between team members. Odoo is highly flexible and makes it easy to modify projects and automatically inform any team member concerned. Odoo's alert and ticketing system is efficient for tracking information and allows teams to follow project milestones remotely. If any issues arise in the company Odoo provides a real-time overview of available resources so that users can react quickly.

Odoo project management offers different types of views, including kanban, calendar and list. It facilitates interactions and communication within the company by setting reminders, creating notes and auto-assigning tasks. Odoo also helps improve coordination, which is essential for managing remote work. Having to deal with a high volume of email exchanges can often leave employees overwhelmed. Odoo significantly reduces the number of email interactions to make things more manageable.

No more endless email chains or siloed information. Authorised employees can directly make changes to the items that concern them, boosting company performance and improving employees' quality of work.

Project management in numbers  

  • 77% of companies use project management software.
  • Only 44% of employees are satisfied with the project management process in their company.
  • 59% of respondents admit to storing project management information in different email exchanges rather than centralising everything.
  • 41% of respondents say they track project progress through various tools.