This Odoo OpenERP Consulting Module is designed & developed keeping in mind the specific needs & business process of the various Consulting Firms. It encompasses the different facets of Consulting firms Business Models incorporating the major functionalists which makes this product apt for the Consulting Industry. The main key feature of the Product is its open to customization to suit the business model of the Consulting Firms across all domain like IT, Finance, Legal, Manufacturing etc.. 1) Support for Effective & Efficient management of all the work Process involved in the delivery of Consultation services to Clients. 2) Capable of tracking the Skills & Manhours utilised over all the Process associated with the delivery of Consultation services. 3) Enables the Firms in proper budgeting of all the Consultation Projects & Tasks. The budgeting could be over both the Macro as well as the Micro level of Projects. 4) Maintains record of all the Clients & Stakeholders of the Consulting Firms. 5) Effectively handles the Revenue Model of all the Consulting Firms with the help of an altogether separate Accounting Module which allows teh creation of SO, PO, Invoices , Payments, etc.. 6) An integrated HR Module would help in managing the Employee or workforces of the Consulting Firms. It allows creating the Job Positions like Consultant, Analyst, Lawyers, Managers, Directors, etc.. ; Salary Structure, Salary Slips & many more.. 7) User Friendly reports which would help the company in effective Monitoring of all the Consultation Projects thereby assists in better decision making capability.

1. Pragmatic Techsoft Pvt. Ltd.
OpenERP 7
Consulting
Power Point Presentation

2. Brief about – Consluling
Core modules incorporated in Consulting vertical is as follows :
1)
Sales Order Management :
• Provision to create Sales Orders for each of the assignement
received.Provision to crate Internal Projects from the every Sales Order.
• Linking of existing projects with newly created Sales orders
• Provision to define list of deliverables for a given project.
• Auot Creation of Analytic Account for each of the project created in the
system.
2)
Project Manamgnet
• Defining project wise deadline date,
• Defining Multiple task for each project
• User wise task allocation with time deadlines
• Auto updated Project/ Task completion status

3. Brief about – Consulting
3)
Contd...
Inventory Management :
• Provisionot define Planned Material Qty. for each of the task in the project
• Defining actual consumption of material to accomplish eachof the task
• Linking of servies bills with each of the task.
• Provision to generate Material Requisition slips ( in case of deficit) of material
4)
Task Invoicing
• Provision to genrate saperate Analytic Account for each of the task
• Auto maitenance of hierarchy of Analytic Accounts
• Provisions to define Different billing policies as follows :
– On completion of task
– On partial completion of task
– Advance payments
– Saperate invoicing for each of the task
– Linking of multiple task in one Customer Invoice

4. Brief about – Consulting
Contd...
5)
budgeting
• Provision to define budgets for Raw Material, Equipments, Resourses etc.
• Flexibility in defining budgets as follows:
– Yearly, Half yearly, Quarterly, Monthly Budgets
– Project budget definition
– Task wise budget definition.
• Real time comparision between Budgeted amount and Actual consumption
amount
6)
Analytic Accounting
• Auto generated Analytic Accounts for each of the Project & the Tasks
• Linking of Analytic Accounts with sales, Purchase orders in order to capture
Revenue and Expenses at each stage of the projec
7)
Reports
• Following are some of the standard reports to analyse the over all working of
Project Managment Module
– Project/ Task wise Product Consumption
– Projct/ task wise time consumption
– Budget Analysis for each task

5. Sale Order Linking with Project
Sales Order can be prepared for rendering consultation services to customers.
User can create new project against such sales orders

6. Project Definition
System captures details for consultation project with allocation of resources.

7. Task Listing

8. Task Definition
Multiple tasks can be created in one project. Tasks can be assigned to different users
with deadlines.
Provision to capture product consumption and services rendered for each task

9. Project wise Profitability Analysis

10. Thank You

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