How to start a software company in Dubai

The growing and expanding trend of the software industry and the increasing need of automation and flawless work in every field such as digital services and for many others – starting a software company is now more advantageous than ever. 

The software business in Dubai is booming, thanks to its tech-savvy populace and strong internet penetration rates. Furthermore, federal and municipal government backing encourages the general rise of software firms in Dubai.

Software Company Setup in Dubai may generate a lot of wealth because it is a long-term business option for today’s generation. 

The first and most crucial question that comes to mind is how to start a software firm in Dubai. Worry no more if you are having difficulty establishing a software company in Dubai or obtaining a software company licence in Dubai. 

As you read on, you will come across all of the information you need to start a software firm in Dubai.

How to start a software business in Dubai - steps/procedure

People enter this business after having most of the experience in this field. However, it is essential to have the proper details on how to register for the business and for that effective research is required.

Hence, this blog will present the step-by-step process so you won’t be stuck anywhere. 

Read further to know what are the things required to start a software company in Dubai.

1. Choosing an Appropriate Location

The mainland region and free zone area are the two different types of business areas accessible in Dubai.

Where can I start a software company in dubai as per infrastructure and audience – is a common question that you may have asked yourself.

Here’s our answer for you.

  1. Dubai Internet City
  2. Dubai Techno Park
  3. Dubai Knowledge Village
  4. Dubai Media City
  5. Dubai Silicon Oasis 

These are the few popular areas for setting up a software company in Dubai.

2. Register Your Business Name

Now that you are fully aware of the locations where you can set up your business in Dubai, let us look at the next important step.

Registration of your software company is an essential criteria. Register a legal trade name for your firm with the Dubai government.

Furthermore, the trade name must adhere to the norms and regulations imposed by Dubai’s Department of Economic Development.

Please take a note that there should be no racial slurs in the trade name. It should not target any community, caste, religion, or disrespect someone in any way.

3. Documentation

The next step is to understand and collect the documents needed for the business.

So, the question now is – What are the documents required to start a software company in Dubai ?

The list of required documents for setting up a software company depends on the type of your company (as sole proprietor or partnership). 

To ease your research process, we have mentioned all the required documents below:

  1. Application form
  2. NOC for any non-native partners
  3. Partnership agreements for more than one partner
  4. Entry stamp or Visa page
  5. Passport size photograph
  6. Passport copy of the shareholders
4. Lack of Change Management

The sort of permit you require is decided by the activities you intend to organise in your firm. 

In Dubai, the Department of Economic Development manages and distributes the software company licence. 

In the UAE, software businesses can apply for a professional licence that allows for 100% foreign ownership as well as solitary ownership. 

Software company licence is required in Dubai in order to complete the process to start your business. The UAE government checks on every commercial activity taking place in Dubai carefully. Getting a commercial licence for your software company in Dubai is a crucial necessity to complete legalisation of your company. 

So, how to get a Software development business licence in Dubai, UAE?

Simply follow the steps outlined below to obtain a software company licence in Dubai.

Step 1: Give your company a name.

Step 2: Submit documentation of identification and residency for all shareholders and owners involved.

Step 3: Incorporate your business.

Step 4: Determine where you want to set up your office or building 

Step 5: After completing all of the preceding stages, a licence will be granted by the Dubai Department of Economic Development.

Step 6 Open a current account with a legally recognised UAE bank.

5. Finance

Planning the cost of starting a software company in Dubai is the most crucial part. But if you are starting your company from scratch, it is not possible to provide a single figure for starting a software company in Dubai because of the variety of factors involved.

How much finance is required to start a software company in Dubai, UAE?

Although, it is possible to estimate a rough budget. 

If you are simply starting the business as a sole proprietorship and launching in a free zone, the initial setup cost is likely to be around 16 to 22,000 AED, with an annual renewal fee.

Still, keep in mind that there will be many other costs apart from simply doing company registration and necessary application fees. These may include things such as:

  1. Domain and hosting cost

  2. Initial marketing costs

  3. Business registration cost

  4. Consultation costs

  5. Security deposits on office space

  6. Company’s new current account with some deposits

  7. ERP for yourself and your employees

  8. Utility costs such as wifi, lighting and so on

  9. Budget  for various types of software you may require

  10.  Savings to pay your employees until you begin to make profit.

6. Visa

Carrying an employment visa as well as a residency visa is made mandatory by the government of the UAE for all business owners in Dubai. Several documents, along with a fitness test report, are needed for the approval of your visa in the UAE.

What are required documents for residency visa in Dubai 2022 ?

The criteria is very important to be eligible for residence visa in Dubai. Below mentioned are the required documents to get the residence visa.

  1. A current passport
  2. Two passport-sized photographs, in accordance with UAE visa photo criteria
  3. The UAE Visa application form, which may be accessed online or in a typing centre
  4. A visa for entrance
  5. Exam Proof of Medical fitness 
  6. A Proof of your sponsor’s UAE citizenship/legal residency
What resources do you need to start a software company in Dubai?
ERP

The best ERP software in the UAE that is tailored to all of your demands has the ability to revolutionise your company. It can help your business like no other, saving you time and money.

There are numerous ERP options on the market, but choosing the right one for your company is crucial because it has a direct impact on its expansion and profitability. ERP helps a business in the following ways –

  • A one-stop shop for business process automation and productivity improvement.
  • Run a business using lightning-fast, accurate information from anywhere in the world.
  • Assist organisations in building unique, role-based dashboards that connect to a variety of information systems, portals, and BI tools.
  • Based on past data and current patterns, help forecast trends.

Techbot ERP solution makes sure that every aspect of your organisation is integrated, from collecting customer orders to controlling the supply chain, costs, and budget.

We collaborate with local and international clients to recognise and address their challenging operational, organisational, and business issues. Our ERP solution assists business owners in successfully and resourcefully managing their enterprises.

IT Product Supply and Services

Techbot is the top IT solution provider in Dubai when it comes to helping you get the outcomes you want faster.

Backup Solution

Our reliable and economical solution ensures that your data is backed up safely.

Cloud Solution

We provide a quick and optimal cloud solution for your company to have a significant edge over competitors.

Network Security

Our finest security solutions make sure that your data is protected and your business is safe.

IT Support

Techbot’s IT Support services will help you in handling and managing your business with ease in the following manner –

Data Restoration

Make certain that your data was successfully retrieved and was usable.

IT AMC Service

We provide technical support for maintaining telecom and IT infrastructure.

Remote Support 

We offer remote site help for hardware updates, network configuration, and other issues.

Business Relocation

We provide assistance in moving IT infrastructure to maintain corporate operations.

Desktop Support

We offer assistance with any system-related problems for users.

 

We hope you now have the required information and a clear idea on how to start a software business in Dubai. 

If you are thinking to start a company a Dubai, what exact solution are you looking for?

Contact Us today and we will be glad to answer.

FAQ
Do I require a “No Objection Certificate” for incorporating a software company in Dubai?

The most important requirement for a working employee to set up their business in Dubai is to get an NOC form the employer. So, it ensures that they don’t have any issues regarding your new company.

Which licence is to be issued for setting up a software business in dubai?

A commercial or professional licence, as well as other specific permissions issued by the Ministry of Communication and Information Technology, are necessary for the foundation of such a firm. The professional licence is provided by Dubai’s Department of Economic Development (DED).

Is it necessary for all software companies in Dubai to register for VAT?

If your new or existing business is crossing the threshold of annual turnover, it gets mandatory to register for VAT.

Where are the Free zones to set up a software company in Dubai?

Dubai is a worldwide city and the major business location in the Middle East. Because of its location as a port city, it is also an international tourism and transit centre. UAE Free Zones provides consultancy services that provide clear direction and help to clever investors looking to establish onshore or offshore enterprises in the UAE.

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Dev July 30, 2022 0 Comments

Top 11 Reasons Why Odoo ERP Implementations Fail

Odoo ERP is a comprehensive suite of business applications. It covers all aspects of an organisation’s operations, from CRM and accounting to warehousing and manufacturing.
However, as with any complex software system, there is always the potential for problems during implementation.
In this blog post, we will take a look at 11 of the most common reasons why ERP implementations fail.  Also, how to avoid these issues in your own project.
11 Reasons Why Odoo ERP Implementations Fail
Have you ever wondered what percentage of ERP implementations fail
Surprisingly, the stacks are shocking. It completely depends on your understanding of the correct use of it. Some ERP failure examples include,
1. Lack of an Implementation Plan
One of the most common causes of failure is the lack of a clear and concise implementation plan. 
Without a plan, it is difficult to know what needs to be done and when. It can lead to tasks being completed out of order or not at all.
Furthermore, a plan provides a roadmap for the entire implementation process and can help to keep everyone on track.
2. Lack of Executive Support
Another major reason why ERP implementations fail is because of a lack of executive support.
In order for an implementation to be successful, upper management must be fully committed to the project and invested in its success. 
Without this support, it will be difficult to get buy-in from other stakeholders and secure the necessary resources.
3. Lack of User Adoption
Odoo ERP systems implementation failures are often unsuccessful because users fail to adopt them. This might be due to a variety of circumstances, including –

  • A lack of training 
  • A poor user interface
In order for users to be able to fully utilise the system. It is important that they are properly trained and that the system is easy to use.
4. Lack of Change Management
A common cause why Odoo ERP implementations fail is because of a lack of change management.
Change management is the process of planning, implementing, and monitoring changes to an organisation.
It is essential to have a solid change management strategy in place. To ensure that all stakeholders support the changes and that the implementation process runs smoothly.
5. Doing It In The First Place
Many companies consider implementing ERP software, especially when they experience changes in their structure.
These decisions should be carefully considered because a rushed implementation could cause chaos.
The company needs to determine whether they really need the new changes and if the old software has flaws that can be solved with a simple tune-up.
6. Lack of Functional Requirements
Another reason why Odoo ERP implementations fail is because of a lack of functional requirements.
Functional requirements are those that outline what the system should do in order to meet the needs of the organisation.
Without these requirements, it can be difficult to determine how the system should be configured and which features should be included.
7. Lack of Technical Resources
The failure of Odoo ERP Systems is caused as organisations don’t have enough technical resources to properly implement and support them.
This might involve issues such as not having enough employees to support the system. Otherwise, insufficient funds to acquire the essential gear and software.
In order to be successful, it is important to make sure that there are adequate resources in place. Prior to starting the installation procedure.
8. Lack of Destination
Controlling the ERP is more difficult if the company goals and the expected or intended outcome are not understood.
When implementing a new ERP system, it is important to gain a clear understanding of what you are working towards.
9. Lack of Testing
Odoo ERP systems are often unsuccessful because they have not been adequately tested prior to being implemented.
Testing is essential in order to ensure that the system works as intended and that there are no bugs or errors.
Without proper testing, it is possible for the system to fail when it goes live. As a result, consumers may become extremely frustrated.
10. Lack of Training
One of the primary reasons why Odoo ERP installations fail is a lack of effective user training.
Users must be thoroughly taught on all of the system’s capabilities and operations in order to effectively utilise it.
Without this training, they will likely not be able to use the system effectively and may become frustrated with it.
11. Poor Project Management
Poor project management is another common cause of Odoo ERP implementations failing.
Project management is the process of planning, organising, and controlling the resources and tasks necessary to complete a project.
A robust project management strategy is essential for ensuring that the implementation process runs smoothly.
Without proper project management, it is likely that the implementation will fail.
Conclusion
There are a number of reasons for ERP implementations failure. 
 A lack of change management, excessive implementation costs, and a lack of functional needs are some of the most typical reasons.
To improve your chances of success, thoroughly analyse all of these aspects before commencing the implementation process.
We believe that the examples of ERP failures provided above will assist you in focusing on the many flaws of installations. 
You can contact us if you have any questions about your ERP implementation consultation or services. 
If you are looking for the best ERP implementation services in the UAE, feel free to connect with Techboterp to book your free consultation.
What other reasons do you think can cause Odoo ERP implementations to fail? Leave a comment below.
FAQ
What percentage of ERP implementations fail?
ERP implementations have a high failure rate, with estimates ranging from 50% to 75%. While the exact percentage is unknown, it’s clear that ERP implementations fail more often than they succeed.
What is an ERP failure?
ERP failure may be classified in a number of ways. It is typically characterised as a project that fails to meet its goals. Sometimes, the budget is significantly exceeded. In some cases, an ERP system may be fully implemented but never used due to user resistance or other factors.

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Dev June 17, 2022 1 Comment

HRMS – Everything you need to know about Human Resources Management Systems available in Odoo

Odoo is a comprehensive suite of business applications that includes modules for human resources management (HRM). The Odoo HR module is designed to streamline and automate all aspects of HR management, from tracking employee attendance and leave to managing payroll and benefits. In this blog post, you will learn all the fundamentals of HRMS in Odoo.
What is Odoo?
Odoo is an open source business software package that includes CRM, eCommerce, accounting, inventory, point of sale, project management, and more. Odoo apps work seamlessly together, allowing you to completely automate your company activities.
Odoo’s unique selling point is that it is both simple to use and completely integrated.
What is an HRMS?
A human resources management system (HRMS) is a software application that combines all the important elements of HR management, including employee records, time and attendance tracking, payroll, and benefits administration. By automating these HR processes, an HRMS can save businesses time and money while improving the accuracy and efficiency of HR operations.
Why use an HRMS?
There are many reasons why you would want to use an HRMS for your business. Here are just a few:

  • To save time: An HRMS can automate many of the time-consuming tasks associated with HR management, such as tracking employee attendance, leave, and payroll. This frees up HR staff to focus on more strategic tasks.
  • To improve accuracy: By automating HR processes, an HRMS can help to reduce errors and improve the accuracy of data.
  • To reduce costs: An HRMS can help to reduce the costs associated with HR management, such as the cost of paper records and the time spent on manual tasks.
  • To improve employee satisfaction: By providing employees with self-service access to their HR data, an HRMS can improve employee satisfaction by making it easier for them to find the information they need.
  • To improve compliance: An HRMS can help your business to comply with government regulations, such as those relating to employee records and payroll taxes.

What is HRIS?
HRIS stands for human resources information system. An HRIS is a software application that helps businesses to manage their HR data, including employee records, time and attendance tracking, payroll, and benefits administration. By automating these HR processes, an HRIS can save businesses time and money while improving the accuracy and efficiency of HR operations.
HRIS vs HRMS: Difference
The main difference between HRIS and HRMS is that an HRIS is primarily focused on storing and managing HR data, while an HRMS is focused on automating HR processes. However, both systems can help businesses to save time and money while improving the accuracy and efficiency of their HR operations.
Here are some other key differences between HRIS and HRMS:
1. Functionality:
An HRIS typically has more limited functionality than an HRMS. While an HRIS may provide some basic automation of HR processes, an HRMS is designed to automate all aspects of HR management.
2. Cost:
An HRIS is usually less expensive than an HRMS. This is because an HRIS typically has less functionality than an HRMS and is therefore less complex.
3. Deployment:
 An HRIS can be deployed either on-premise or in the cloud, while an HRMS is usually deployed in the cloud.
4. Integration:
 An HRIS can be more difficult to integrate with other business systems than an HRMS. This is because an HRIS typically has less functionality than an HRMS and is therefore less flexible.
Odoo HR module
Odoo’s HR module is a complete HR management system that covers all aspects of HR management, from employee records to payroll and benefits administration. HRMS Odoo module is designed to save businesses time and money while improving the accuracy and efficiency of their HR operations.
The Odoo HR module includes the following features:
Employee Records:
The employee records feature in Odoo HRMS allows you to store and manage all your employee data in one place. This includes personal information, contact details, employment history, and more.
Recruitment:
The recruitment feature in Odoo allows you to post job openings, track applications, and manage the hiring process. Set up a job board, publicise your job openings, and keep track of applications received with ease. Maintain a database of skills and profiles, complete with indexed documents, for each candidate.
There’s no need to outsource your recruiting; keep things simple and professional in-house.
Time and Attendance Tracking:
The time and attendance tracking feature in Odoo allows you to track employee clock-in and clock-out times, as well as their leave and absence. This data can be used to generate reports on employee productivity and to calculate payroll.
Time Off:
The time off feature in Odoo allows you to manage employee leave and absence. This includes vacation, sick leave, and other types of time off.
Payroll:
The payroll feature in Odoo allows you to automate the process of calculating and paying employee salaries. This includes tax deductions, bonuses, and other allowances.
Appraisals:
Create the appropriate survey to get responses from your staff. Make your own templates or use ones that are already available. Manage a variety of assessments, including bottom-up, top-down, self-evaluations, and the manager’s final evaluation. Allow employees to construct their own assessments and submit them to subordinates, juniors, and bosses.
Referral Program:
The referral program feature in Odoo allows you to track and manage employee referrals. This includes tracking referral sources, referral bonuses, and referred candidates.
Benefits Administration: The benefits administration feature in Odoo allows you to manage employee benefits, such as health insurance and pension plans. This includes creating and managing benefit packages, as well as calculating the cost of benefits.
Employee Self-Service: The employee self-service feature in Odoo allows employees to access their HR data online. This includes personal information, contact details, employment history, and more. Employees can also use the self-service portal to request leave, view their payslips, and update their personal details.
Fleet management:
The fleet management feature in Odoo allows you to track and manage your company’s vehicles. This includes vehicle maintenance, fuel consumption, and driver information.
Features
Our team of experts can help you every step of the way, from defining your business requirements to deploying Odoo in your organisation. We also offer ongoing support and maintenance services to ensure that your Odoo implementation is successful.
Contact us if you’re ready to get started with Techbot. We’ll be pleased to answer any questions you have and get you started on your path to success.
Also, if you are seeking the best Odoo implementation services in Dubai, don’t hesitate to contact us. For more details about our services, please contact us at +971543062366 or care@techboterp.com!
FAQ
Odoo’s HRMS is the most comprehensive solution for companies to manage their day-to-day human resource management needs. It helps you to efficiently manage your employees’ information, leave requests, and other related data. Let’s take a look at some of its key features:
1. Manage employee records – Odoo’s HRMS makes managing employee records an easy task, allowing you to quickly add new employees and update their information as needed.
2. Track employee attendance – Odoo’s HRMS allows you to easily track your employees’ time in and out of work. This can help you to keep track of their working hours, which can be helpful for billing purposes or for compliance reasons.
3. Manage leave requests – With Odoo’s HRMS, it is simple to manage your employees’ leave requests, enabling you to approve or deny these requests with just a few clicks. This can be especially useful if you have a large workforce that may occasionally require some extra time off from work.
4. Generate reports – With Odoo’s HRMS, you can easily generate a wide range of reports based on different criteria. This can be useful for keeping track of important information such as employee attendance and leave requests, helping you to make data-driven decisions when planning your workforce.
These are just some of the key features offered by Odoo’s HRMS. If you’re looking for an all-inclusive solution for managing your human resource needs, Odoo’s HRMS is definitely worth considering.
Benefits
There are many advantages of using Odoo for HR management, including:
1. Cost savings:
Odoo can help you to save money on HR costs by automating HR processes and eliminating manual tasks.
Any business owner knows that human resources is one of the most important and expensive aspects of running a company. From recruiting and training new employees to managing payroll and benefits, HR costs can quickly add up. Odoo is a software platform that offers a comprehensive suite of tools to help businesses automate HR processes and eliminate manual tasks. By streamlining HR operations, Odoo can help businesses to save money on HR costs. In addition, Odoo provides a self-service portal for employees, which can further reduce the need for costly HR staff. As a result, Odoo is an effective way to reduce HR costs and improve efficiency.
2. Improved efficiency:
Odoo can help you to improve the efficiency of your HR operations by automating repetitive tasks and providing self-service tools for employees.
In today’s competitive business environment, it’s more important than ever to make sure your HR operations are running smoothly and efficiently. Odoo can help you to do just that by automating repetitive tasks and providing self-service tools for employees. With Odoo, you can streamline your HR processes and save valuable time and resources. In addition, Odoo’s self-service tools empower employees to take control of their own HR needs, freeing up your staff to focus on more important tasks. By using Odoo to improve your HR operations, you can improve your bottom line and gain a competitive edge.
3. Greater accuracy:
Odoo can help you to improve the accuracy of your HR data by eliminating manual data entry and providing real-time data reports.
If you’re looking for a way to improve the accuracy of your HR data, Odoo is a great option. By eliminating manual data entry and providing real-time reports, Odoo can help you to make sure that your data is always up-to-date. In addition, Odoo’s reports can help you to identify trends and potential problems early on, so that you can take corrective action before it’s too late. As a result, Odoo can be a valuable tool for any organisation that wants to ensure the accuracy of its HR data.
4. Increased flexibility:
Odoo is a highly flexible system that can be customised to meet the specific needs of your business.
As any business owner knows, no two businesses are alike. Each has its own unique needs and requirements. This is why a one-size-fits-all approach simply doesn’t work when it comes to business software. That’s where Odoo comes in. Whether you need a simple invoicing system or a comprehensive ERP solution, Odoo can be adapted to suit your requirements. What’s more, Odoo is easy to use and scalable, so it can grow with your business. With Odoo, you can be sure you’re getting the perfect solution for your business – not just a generic off-the-shelf product.
5. Improved employee satisfaction:
Odoo can help you to improve employee satisfaction by providing self-service tools and a user-friendly interface.
Employee satisfaction is a key metric for any organisation. When employees are happy, they are more productive and more likely to stick around. Unfortunately, employee satisfaction can be difficult to maintain, particularly in fast-paced environments. One way to improve employee satisfaction is by using Odoo. Odoo is a comprehensive business software solution that includes a self-service portal and user-friendly interface. The self-service portal gives employees the ability to access their records and request time off, and the user-friendly interface makes it easy for employees to find the information they need. As a result, Odoo can help you to improve employee satisfaction by providing self-service tools and a user-friendly interface.
If you’re looking for a complete HR management system that can save you time and money, while improving the accuracy and efficiency of your HR operations, then look no further than Techbot.
Why should you use Techbot's Odoo Erp?

  • Techboterp is a highly flexible system that can be customised to meet the specific needs of your business and its employee self-service tools and user-friendly interface will help to improve employee satisfaction.
  • Techbot’s Streamline HR processes: Techboterp will help to streamline your HR processes, making it easier and more efficient to manage employee data.
  • Improved employee satisfaction: The user-friendly interface and self-service tools offered by Techboterp will help to improve employee satisfaction.
  • Reduced costs: Techboterp can help to reduce the costs associated with managing your HR processes.

So, what advantages of Odoo HRMS do you like? Please share your thoughts in the comments box below.
We hope that this article will help you understand how HRMS software works. Don’t forget to contact us if you want the finest HRMS. For more details about our services, please contact us at +971543062366 or care@techboterp.com !
FAQ
Does Odoo have payroll?
Yes, Odoo includes a payroll module that allows you to automate the process of calculating and paying employee salaries. This includes tax deductions, bonuses and other allowances. The payroll module is integrated with the HR module, so you can easily manage employee data and payroll in one place.
How does Odoo work?
Odoo is a web-based application that can be accessed from any device with an internet connection. The software is divided into modules, each of which has a specific function. The core modules of Odoo include HR, CRM, project management, accounting, and manufacturing. These modules can be customised and extended with additional modules to meet the specific needs of your business.
Odoo also offers a mobile app that allows you to access your data on the go.

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Dev June 1, 2022 0 Comments

Have You Tried and Failed to Implement Odoo? Here’s Where We Come Up With a Solution

Many people have tried to implement Odoo but failed. So we decided to write a blog post about it and hopefully provide a solution for those who have failed. We’ll work with you to understand your specific needs and requirements and then tailor a solution that is perfect for your business. We’ll also provide ongoing support and maintenance to ensure that your Odoo implementation is successful.
You will learn about Odoo ERP implementation and how our Odoo implementation partners can help you and fix your problems.
What is Odoo Implementation?
Odoo implementation is the process of installing, configuring and deploying Odoo in order to use it in your business.
This can be a complex and time-consuming task, especially if you are not familiar with the software or have limited technical resources.
Why implement Odoo?
There are many reasons why you might want to implement Odoo in your business. Some of the most common reasons include:
To save time and money by automating manual processes:
Odoo can help you automate many of the manual processes that are currently taking up your time. This will free up your time to focus on more important tasks, and it will also save you money in the long run.
To improve customer service by providing self-service portals and better order tracking:
Odoo can help you provide better customer service by giving your customers self-service portals and providing better order tracking. This will improve customer satisfaction and loyalty.
To increase sales by streamlining quoting, invoicing, and other sales-related processes:
Odoo can help you increase sales by streamlining quoting, invoicing, and other sales-related processes. This will make it easier for your sales team to close deals, and it will also help you win new business.
To improve decision making by giving managers access to real-time business data:
Odoo can help you improve decision-making by giving managers access to real-time business data. This will allow them to make better decisions about where to allocate resources and how to grow the business.
Odoo can help you achieve all of these goals and more. But in order to get the most out of Odoo, it’s important to partner with an experienced implementation team.
Many users are experiencing issues with Odoo installation; therefore, our Odoo implementation company devised a method to deliver a positive customer experience.
Why do people fail while attempting to implement Odoo and what solutions are available?
There can be many reasons for failing to implement Odoo. It might be due to the lack of understanding of the software, not having the necessary hardware or technical expertise, or not having enough resources. Whatever the reason may be, we can help you overcome these challenges and succeed in your Odoo implementation.
Here are some steps Involved in a Flawless Odoo Implementation Process:
1. Define the business requirements-
The first step is to sit down with the stakeholders and identify the specific needs and goals of the business. This will help you determine what modules and functionality you need to include in your Odoo implementation.
When it comes to implementing Odoo for your business, the first step is always to sit down with the stakeholders and identify the specific needs and goals of the company. This is important in order to determine which modules and functionality you need to include in your Odoo implementation. Once you have a clear understanding of the business requirements, you can begin mapping out the process and configuring the software to meet those needs. It’s important to involve all relevant stakeholders in this process, as they will be the ones using the software on a daily basis. By taking the time to properly assess the needs of the business, you can ensure that your Odoo implementation will be a success.
2. Select the right hosting option-
Once you know what you need, you can select the most appropriate hosting option for your Odoo implementation. We offer both on-premise and cloud-based hosting options.
Odoo is a powerful business management software solution that can be used to streamline a wide variety of business operations. When implementing Odoo, one of the first decisions that you will need to make is how you will host the software. There are two main options: on-premise and cloud-based. On-premise hosting means that the Odoo server will be installed on your own premises, while cloud-based hosting means that the server will be hosted by a third-party provider. Both options have their own benefits and drawbacks, so it’s important to select the option that best meets your needs. If you’re not sure which option is right for you, our team can help you assess your needs and make the best decision for your business. Contact us today to learn more about our Odoo hosting options.
3. Post live support-
After your Odoo implementation is complete, we will provide ongoing support and maintenance to ensure that your system is running smoothly. We can also help you with any future upgrades or changes that you might need to make.
Once your Odoo implementation is live, it’s important to have a plan in place for ongoing support and maintenance. Our team can provide you with the resources and expertise you need to keep your system running smoothly. We can also help you with any future upgrades or changes that you might need to make. Contact us today to learn more about our post-live support services.
4. Install and configure Odoo-
The next step is to install and configure Odoo on your server. We’ll make sure that all the necessary modules and dependencies are installed and configured correctly.
Odoo is a powerful open source platform with a wide range of capabilities. In order to get the most out of Odoo, it’s important to make sure that it’s installed and configured correctly. The next step is to install and configure Odoo on your server. We’ll make sure that all the necessary modules and dependencies are installed and configured correctly. Once everything is set up, you’ll be able to use Odoo to its full potential.
5. Deploy Odoo in your business-
Once everything is set up, we’ll help you deploy Odoo in your business. This includes training your employees on how to use the software and providing ongoing support as needed.
At Odoo, we understand that Deploying our software can be a big undertaking for your business. That’s why we provide comprehensive training and support services to help get you started. Once everything is set up, our team will work with you to deploy Odoo in your business. This includes training your employees on how to use the software and providing ongoing support as needed. We want to make sure that you have everything you need to succeed, so we’ll be there every step of the way. With our help, you’ll be able to take full advantage of all that Odoo has to offer. Contact us today to learn more.
If you have tried to implement Odoo on your own and failed, don’t despair. We can help you get up and running quickly and painlessly. We have a team of experienced consultants who have successfully implemented Odoo for many companies.
What has been your biggest challenge with Odoo’s implementation? Let us know in the comments below.
Why Us?
Our team of experts can help you every step of the way, from defining your business requirements to deploying Odoo in your organisation. We also offer ongoing support and maintenance services to ensure that your Odoo implementation is successful.
Contact us if you’re ready to get started with Techbot. We’ll be pleased to answer any questions you have and get you started on your path to success.
Also, if you are seeking the best Odoo implementation services in Dubai, don’t hesitate to contact us. For more details about our services, please contact us at +971543062366 or care@techboterp.com!
FAQ
How long does an Odoo implementation take?
This is a question we are often asked. The answer, of course, is that it depends on the project. A simple installation might take a few days while a more complex implementation can take weeks or even months.
The important thing to remember is that you should not try to rush an Odoo implementation. Taking the time to do things right will pay off in the long run. Trying to cut corners will likely lead to problems down the road.
Why choose Odoo partners over freelancers for Odoo implementation?
There are a few key reasons to choose an Odoo partner over a freelancer for your implementation. First, partners have a team of experienced consultants who can help you with every step of the process. This is important because an Odoo implementation can be complex and there are many moving parts. Having a team of experts on your side will help ensure that everything goes smoothly.
Second, partners have access to the latest Odoo training and support. This is important because it means that you will always have someone to turn to if you run into problems. With a freelancer, you might not be able to get the same level of support.
Why is Odoo considered over other ERPs in the market?
There are a few key reasons why Odoo is considered the best ERP on the market. First, Odoo is incredibly flexible and can be customised to meet the specific needs of your business. This means that you will not have to change the way you do things to use Odoo. Second, Odoo is constantly being improved and updated. This means that you will always have access to the latest and greatest features. Finally, Odoo is very user-friendly and easy to use. This makes it a great choice for businesses of all sizes.
Why should I opt for Odoo over other ERPs?
There are a few key reasons why you should opt for Odoo over other ERPs. First, Odoo is incredibly flexible and can be customised to meet the specific needs of your business. This means that you will not have to change the way you do things to use Odoo. Second, Odoo is constantly being improved and updated.
Why do we need an implementation partner when we can install Odoo on our own?
There are a few key reasons why you should consider working with an implementation partner. First, a partner can help you with every step of the process. This is important because an Odoo implementation can be complex and there are many moving parts. Having a team of experts on your side will help ensure that everything goes smoothly.

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Dev May 30, 2022 0 Comments

Boost your Sales with Odoo CRM

Keeping track of client requirements and serving them gets increasingly challenging as our company grows. Profit increases as the number of clients increases, but sustaining relationships with each one becomes increasingly challenging. Successful customer interaction is critical for boosting customer loyalty and improving corporate performance. A well-structured ERP will strengthen customer relationship management in any business. Odoo 14 is the most powerful ERP for successfully sustaining client relationship management.Furthermore, Odoo CRM is a dependable idea for enhancing customer interactions, decreasing expenses, and boosting business profit margins. A CRM program not only aids in the management of present customers, but also in the acquisition of new ones. Before moving to Odoo CRM, it’s a great platform for coordinating business operations, automating procedures, and motivating the team to work in sync with the customer.
Why do you need Odoo CRM for your Business?

Contact management

Odoo has a well knit contact management system that eases the access from every point of the software. It keeps track of all the records and documents related to particular contact. Contact management has a clean and neat interface.
boost-your-sales-with-odoo-crm

Lead Management

Lead management is one of the areas where most of the businesses tend to fail due to lack of a good management system. Best lead management boosts sales and leads to a real boom.

Odoo CRM has a better lead management system where we can track the end to end process with each lead until it is won. And even the after service seems very efficient with the integrated lead management and contact management systems.

We have these many options and features in managing a lead.

We can directly convert a lead into opportunity by clicking on the “Convert to Opportunity” button.

Also we have a “Mark As Lost” button, and we can give reasons for that.

We can even send messages to the customer from the same window itself by clicking on the “Send Message” Button. Also we can have internal communication using this “Log Note” button.

We can schedule activity to follow up to the leads using the “Schedule Activity” button.

Then a pop up wizard would appear like this, where we can set it.

Pipeline System

We have a good pipeline system to track and manage the leads that are converted to opportunities.
Screenshot from 2021-07-04 16-41-07

Sales Team Management

We can easily create and manage the sales team with this Odoo CRM.

Efficient and interactive Reportinga

Odoo CRM has got a very efficient and effective reporting system. We have a lot of filtering and group by option using which we can drill down and get a customized report of everything in the CRM. Even Odoo has brilliant graphs and chart reportings.

Pivot View

Graph Views

Pros And Cons of A PBX System

Before upgrading your system, you should consider its pros and cons. Listed below are some pros and cons that will help you in making a better decision.

To conclude

Odoo CRM gives you the ability to track the end to end process and even after service of a lead that comes to your company. Which creates a credibility in your customers mind that would boost your goodwill.
The advantage of Techbot ERP solutions is it far outweighs the cost of implementation. We will help you choose the right plan so that the goals of implementation are met. With time, money and efforts saved, your organization can not only plan and strategize better but also perform exceedingly well in a digitally revolutionized marketplace. 
For a free demo, call us at +971543062366 or write to us at care@techboterp.com.

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Dev July 19, 2021 0 Comments

Odoo Enterprise vs Community

Odoo is a well-functioning ERP software system that aids in the administration of all aspects of an organization’s operations, including Customer Relationship Management, E-Commerce, Billing, Accounting, Manufacturing, Sales, Inventory Management, Human Resource Management, and so on. Odoo is a software package with over 15000 ready-to-use modules that may help you run and administer your business more efficiently.

So Odoo is referred to as a full ERP system that is always upgrading to newer versions with more sophisticated features every year. Similarly, the current version of Odoo, Odoo 14, has been launched, which is significantly quicker than previous versions.
Odoo, as we all know, is a well-structured module that comes in two versions.

Odoo Community and Odoo Enterprise are two different types of Odoo versions.

Odoo Enterprise Edition is a premium ERP with additional features and services. Odoo originated as an open source ERP software that delivers business software features such as CRM, Sales, Purchase, MRP, Accounting, Inventory, and a variety of other modules to an enterprise. Despite the fact that the community edition is free, the Enterprise edition has extra features and benefits that we will explain in this blog article.
By dissecting the Odoo community, Odoo developed Enterprise Edition. Prior to the introduction of version 9, Odoo versions 8, 7, 6, and 5 were available and marketed as OpenERP software. The firm was able to modify its business model from offering exclusively open source solutions and services to offering proprietary products with the introduction of the Enterprise version. Each year, Odoo announces a new version, with several functionalities designated for the enterprise edition. The latest version is 14 enterprise editions (2020-21), and Odoo 15 is also on the way.

Let’s see some of the differences in features between Enterprise and Community editions

enterprise-vs-community-table

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Dev June 29, 2021 0 Comments

Point of Sale in Odoo

Odoo’s retail mode of sale application. This module enables users to combine Odoo with their company’s retail activities. Various connected devices can be used to access this capability remotely. A real-time integration with the firm inventory would also be beneficial in the retail setting.This module delivers front-end and back-end usability to the user, with changes that have been made to one side automatically affecting the other.

With the appropriate tools in the Odoo platform, the point of sale module can be configured for restaurant or shop operations as well. Users will be able to effectively run a hotel using the Odoo platform restaurant or bar management. Another significant element of the Odoo POS module is that this can be used offline and that real-time processes are simple to manage.

 point-of-sale-in-odoo

PoS Products

The product can be made available for usage in retail operations. The user can also opt to turn everything off except for the POS functionality and utilize it for the company’s operations. The product description in the POS may be done in the same way as it is in the platform’s purchasing module.

The product form of the POS framework is shown below, and the screening of items accessible in the POS is applied automatically. To see all of the items, the user can close these filter options. By selecting the create option in the POS module, new items may be created. The items you create here will be included in the company’s product description automatically.

Price list

The software allows you to set different product pricing for different consumer groups. Users can charge different prices to loyal, frequent, and occasional consumers using the product price list option. The POS module’s price list menu can be viewed in the module’s product tab.

By selecting the create option, the user may create a new price list. The user may give the price list a name and a company of operation in the price list creation menu. The price regulations may be established by selecting the add a line option in the respective menu. Multiple pricing rules can be established in the price list operation by the user.

Loyalty programs

The user has the ability to design loyalty programs that may be utilized in retail. Such loyalty programs will offer users customized pricing for a certain group of clients. In the loyalty program screen, which can be accessed through the module’s product menu, you may check the available loyalty programs and create new ones. The user may give the loyalty program a name and choose the number of points per dollar spent in the creation fields.

Payment Terminal

The Odoo software’s integration potential makes it easy to add numerous payment terminals to the program and assign them to different payment terminology. The user can enable the various payment terminals switches that have been already installed in the software in the POS module’s settings menu. The payment terminals that Odoo accepts are described in the Odoo applications, and the user may purchase and install the one they want.

Payment Method

 The payment methods menu is available from the configuration tab. All of the platform’s payment methods are included in the menu, and the user has the option to create a new one if needed.

The user may give the payment method a name, an intermediary account, activate the cash option, provide the cash journal, and enter company information in the payment method creation page.

User login and logout

Employee login and logout features are available on the platform, allowing the POS module to be controlled by various employees. The user will be provided with the following screen whenever the POS session is to be begun. The user could either scan the id Card that contains the barcode info or choose the appropriate cashier option. The user would be given a list of assigned cashiers from which they can choose, as well as a login ID verification screen, as described in the platform’s employee description.

Reporting

Reporting is such an important part of the Odoo framework, it’s included in the Point of Sale module as well. The Point of Sale module’s reporting features will offer the user with analytical and quantitative information on the company’s sales activities in PoS operations. The reports may be created utilizing the different filter and grouping specifications that are provided, both default and configurable. In addition, the reports may be viewed in graphical and pivot views. The pivot view, on the other hand, will give the user a far more statistical analysis.

For a free demo, call us at +971559447833 or write to us at care@techboterp.com.

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Dev June 19, 2021 0 Comments

Why Should You Choose Techbot’s Odoo ERP Over Other ERPs?

There is no denying the fact that ERPs have become an integral part of businesses that want to stay afloat in the current market. In order to maintain and optimize workflow productivity, it is important to find an ERP that saves time and enhances the profitability quotient of a business. However, most ERPs require additional investments, in the form of time, resources and finances. Thereby, choosing an ERP that is time and cost-efficient is the need of the hour.

There is a whole host of ERP software solutions to choose from, like MS Dynamics NAV, SAP Business One, NetSuite etc. Being an SME, the biggest problem that you will face while implementing any one of these software solutions is the lack of appropriate information regarding prices and features. This leads to further confusion and not only is your precious time wasted but you also end up putting a lot of money in all the wrong pockets.

To avoid these problems and make the most of your company’s potential, we recommend choosing ODOO ERP over others and that is precisely why we, at Techboterp, are the licensed providers of ODOO. Why should you choose this ERP? Listed below are the points that you should consider before making the choice.

grow-your-buisness

Freedom of Implementation

When you opt for Techboterp ODOO ERP, you have the freedom of hosting and server selection that you do not have with other ERPs. You can host ODOO ERP on cloud and also on your computer. ODOO will assist you by managing your server on the basis of the apps and user you select. With the current inclination towards a mobile-first world, clients are invariably looking for options that make the entire work process a lot more convenient. Cloud hosting gives people that freedom of fuss-free data entry, easy navigation, Android native app, multi-user management options and much more.

Suitable for all business needs

Usually, with ERP software options, you or your clients might face the problem of a few fixed solutions for all kinds of needs. However, that is often a flawed option. Techboterp’s ODOO ERP addresses this problem and offers the solution of 7000 plus modules, out of which, each module caters to a particular business need. 

All businesses have their unique phases of growth and expansion. With ODOO, you have the option of choosing and implementing a module that is in accordance with the current workflow needs of your business. Also, ODOO is continuing to be updated with newer versions that will further contribute to enhancing your business productivity.

All solutions under one roof

With our ODOO ERP, we offer multiple features and solutions under one roof. You have access to business support systems, management and enhancement of business operations in one place. In simpler terms, all your needs under sales and marketing, CRM, human resources and warehouse management, accounting, POS etc will be taken care of. This will ensure that you do not have spend further time in outsourcing your remaining business needs.

User-friendly interface

The ODOO ERP solution that we provide is a powerhouse but what differentiates it from other ERPs is the sheer ease of use it offers. Due to its add-on features in user interface, it will offer complete support to you. Other ERPs are either not fully functional or do not have direct customer support. Their web interface might also not be mobile-friendly. With ODOO, you have a responsive layout that allows you to maximize the mobile usage of the software. 

Easily customizable

At Techboterp, we give you a whole range of customization options that most ERPs do not give. The Enterprise version of ODOO, that we offer, gives enough flexibility to withstand changes that often happen in businesses. Alongside, ODOO is flexible enough to co-exist with other software solutions that a particular business might be using at the moment.

Moreover, our customization tools are so simple that it does not even require high-end technical knowledge to customize business apps, workflows and other requirements.

Concluding Thoughts

With such relevant advantages over other ERPs, it is but obvious that TechbotERP’s Odoo ERP will always have an upper hand. It is faster, more affordable and easier, that eventually saves time, money and supports your unique business needs like none other.

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Dev May 18, 2021 0 Comments

Which is the best business ERP solution?

Business solutions can be innovative ideas or combinations that are tailored as per the business requirements to achieve the best objectives. These solutions can be a package of some integrated business activities, like marketing, lead generation, accounts management, employee management, and so on. The business solution must make the work easy. The overall management must be done with much ease. Recently, ERP solutions seem to take over the business burdens.

What is ERP?

ERP, the Enterprise Resource Planning, is the solution that integrates the management activities and business processes to make it as simple as that. It’s mediated by technology and software. Mostly these ERP soft-wares are used by different companies to organize their management activities and integrate all the business processes with one system or software. It’s quite beneficial to manage and monitor the business from wherever you are. It helps in better tracking of the whole business. Earlier we needed separate accounting software to manage the accounts of the company and we needed to manually manage it.

But with ERP solution accounting becomes an easy and simple task. Since all the company processes are integrated and automated we need not manually do accounts. It will be automatically updated and correct reports will be generated. Here all the business activities like, CRM, sales, purchase, inventory, and so on are integrated with the accounting module too. Thus, we can see many ERP service providers in this scenario. 

What is Odoo?

 On-Demand Open Object, shortly known as Odoo is an Open ERP software, developed by Fabien Pinckaers and released in the year 2005. The business management software Odoo includes the core modules like CRM, accounting, eCommerce, Inventory, Sales, Purchase, Website, Project management, and many more. All these enable a business to be integrated. It’s available in both the Community version which is licensed for the general public and the Enterprise version which is having a proprietary license-ship. Recently, Odoo V14 has been released which is currently in use. Over the years, Odoo saw great growth and presently Odoo has 5+ million users across the world. It has 17000+ third-party applications developed by various Odoo partners. Still, Odoo is in great zeal and zest to explore new horizons every day.

Why is Odoo?

Odoo is an Open Source ERP which means its source code is publicly available and therefore we are able to customize it according to the requirements of the customers, with the help of a Software developer. However, it needs great development skills to customize the source code of an Open ERP. Odoo has many inbuilt modules with default settings but a user can customize it as per their requirements. Now, if the customization does not go well the user may face serious issues.

Let’s see some key points.

  • Open source code : Source code of Odoo is publicly available and a user can customize it as per their needs.

  • Flexibility : With the help of an Odoo Developer, a user can customize their Odoo and use it like they want.

  • User friendly : Comparatively, Odoo is more user-friendly than all other ERP software.

  • Third-Party application : There are 17000+ third-party applications available in Odoo Store. Anyone can download it and use it.

  • Odoo support : A user gets good support from Odoo and timely emails. Odoo service is also available through various Odoo partners.

  • Proven product : Odoo is a proven product with 5+ million users.

  • Timely updations : Odoo does timely updates to the software. Currently, Odoo V14 is on board.

  • Highly modular : A user need not install all the applications rather only the needed modules which eases their business.

  • Integration with third-party services : Odoo is also integrated with many third-party services like SMS, Mails, Social media, and so on.

  • Low implementation cost : Comparatively, Odoo has a lower implementation cost.

  • Takes less time for implementation : Odoo takes less time to implement, comparatively.

Who is Techbot?

 At Team Techbot, we are an Official Ready Partner of Odoo, established in Dubai, U.A.E. Our motto is “Simple Solution for Complex Operation”. We ensure in providing high-quality Odoo services across the globe. We deliver value solutions for our customers. Being the Official Ready Partner of Odoo we provide Odoo ERP customization, implementation, and other Odoo related services. We always stand with customer satisfaction and provide high-end quality services. We are rich in best management practices. We have the best Odoo developers and Consultants, and our R & D team is always updated with fluctuating business conditions and the latest technologies.

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Dev May 12, 2021 0 Comments

Working from home? Here are 10 tools to keep your team connected while working remotely.

Even before the coronavirus disrupted the planet, remote working has gone from that rare occasion of workforce arrangements to a standard component of many people’s workweek.

Businesses, large and small, continue to embrace the remote workplace – even startups are on board with this. With remote working being the new trend, collaboration is also found to be the new normal; employees are no longer expected to work independently. Instead, working together is more beneficial. While collaboration means improved efficiency and increased productivity, you still need the right tools to work together successfully.

Most notably, during this unprecedented time where remote working is a first for some companies that haven’t yet adopted this policy, challenges can quickly arise. Odoo has several apps available to help your team stay connected while transitioning into the remote workforce. From instance, messaging to task and productivity trackers, from customer service web chats to SMS text messaging, Odoo has this covered.

Real-Time Communication/ Instant Messaging

Communication within the team can be the biggest challenge when your workforce is remote.

Odoo Inbox

Odoo Inbox can be customized as much or as little as you’d like. It allows seamless communication between individual team members, departments, and/or the entire company. Different chat channels enable people to discuss work, brainstorm ideas, and stay connected throughout the workday. It allows direct messages (DMs) and files to be sent to a single person or a group of employees, including the ability to organize conversations into different channels.

wordking-from-home.png
New channels can be created for different teams, projects, or whatever else is relevant to your business. In each channel, members can tag each other, share documents, and communicate through voice calls. In addition to this, the built-in bot will notify you if you’ve missed any important messages.  

Odoo Live Chat

Odoo Live Chat integrates with your Odoo website to allow your team to chat with your customers in real-time and answer questions, schedule appointments, and sell your products or services in 1:1 conversations. The Odoo widget can be customized to include an avatar greeting and place an ‘away message’ for any queries that come in after regular business hours. It’s a great personal touch to add to your “online office” and e-store.

Odoo SMS

Today, businesses use a wide range of methods to interact with customers. From a VoIP phone system to personalized emails, most brands aim to create an omnichannel experience that best serves their consumers. That’s why email, messaging, SMS, or IM services have become a highly effective form of communication; a channel that many customer service teams are beginning to adopt. Odoo Voip truly provides two-way communication, meaning that your customers can write back to any message you send, and you’d be able to reply directly.

Project Management

Working remotely requires a top-notch project management tool because your employees most likely has several ongoing projects to complete. With several ongoing projects, you’ll need a clear form of communication to keep the details organized for your employees. Odoo Project Management is the right tool for this if you haven’t already got it, now is the time to set it up. It allows you to plan, track, and collaborate on projects in a visually simple manner. You can monitor tasks, discussions, documents, scheduling, milestones, collaboration, and more, in a user-friendly dashboard.

The simplicity of the drag-and-drop functionality is particularly useful for projects and general workflow management among teams. It integrates with Google Drive, Outlook, and Google Calendar, so you can use this as a central focal point for teams to work together. It’s very flexible and allows you to use boards, lists, and cards to map out your projects.

Tasks are easy to assign and break down since status updates and project progress are available at a glance. Once you’ve created a new board for your projects, you can add any relevant team members to the board. From there, you can create tasks, assign them to other team members, and share documents, all within your Odoo dashboard.

Additionally, Business Owners can also stay on top of every ongoing projects within the company; you can always see the bigger picture, what’s in progress, what’s coming up, and who’s in charge of what. In addition to this, project managers can easily delegate work, set deadlines, review, and evaluate what’s left to do.

Ultimately, for remote employees, the Odoo Project Management app includes all the tools needed to avoid missing deadlines.

Odoo HR

Human resource management is a difficult job. It includes managing time off, negotiating salaries, booking meetings across various time zones, and managing conflicts; with a lot going on, there is more potential for things to slip through the cracks.

Odoo HR is an employee management solution with integrated team communication features. Not only does it offer a way for you to contact your employees, but it also tracks the daily aspects of managing them. With Odoo HR, you can track your employees’ work hours, handle scheduling, and communicate efficiently with them in team chats. The app is easy to customize to the needs of your business. 

Employee profiles

To make sure business communication stays strong and connected, it is essential to make sure that your employees know one another. Whether a company is large or small, challenges can arise if a member doesn’t know who or what other employees do. With that said, employees need to know which department colleagues work in to improve communication about specific topics or ask particular questions to the right person.

With the Employees app, employee profiles provide context about each person within your organization. Members can read about specific individuals, understand their roles, interests, and who they report to. Furthermore, the profiles put a name to a face making it easier to know who is who within the company. 

Task management

Task management and collaboration can be extremely challenging while working remotely with various teams. If you do not have an efficient task management tool, overall business performance will not be as successful as it can be. A task management tool that combines stable communication features with assignment tracking capabilities, will transform the way employees complete the most vital aspect of your company: their jobs. Without a reliable project management system in place, projects can be confusing, which may result in a wasted amount of time for team members trying to figure out what they should be doing. These issues further escalate when management does not have a direct way of monitoring progress, thus detaching them from the situation.

Odoo Project’s task management is one of the most effective business communication tools compared to others. This tool is made easy from the execution to completion of each task as it helps employees and directors reach their goals as successfully as possible in a timely manner. Managers can directly assign tasks to team members and track their progress. They can also set due dates and priority settings, which appear in an organized list for everyone involved. With built-in communication tools, Odoo task management helps employees know who is delegating an assignment when it is due, and the level of importance to planning projects accordingly.

Appointment

The best meetings are held when people prepare for them. Creating a way to efficiently schedule your meetings can give you more time to prepare for the actual meeting. With that said, one may think that scheduling meetings are an easy process, but it can take up a lot of time when choosing a time and date for your meeting. Additionally, this process usually involves an unnecessarily long email chain. Appointment schedulers help make the process quick and easy. They allow you to poll colleagues and friends on the best date and time for the meeting to be scheduled. It makes your availability known to others and helps ensure that you don’t double-book a time slot. The Appointments app connects to your online calendar, which is fully integrated into your Google and Outlook Calendar, making it easy to schedule meetings.

Amongst everything else, the app provides you with the option to send invitations to the people you need to meet with, allowing you to see what day and time work best for them too. It syncs all the confirmed appointments to your calendar and creates an event on your invitees’ calendars. While it works well for scheduling meetings with individuals or team members within an organization, it also makes it ideal for connecting with external clients, customers, and colleagues.

Meeting Management

Poorly planned or unnecessary meetings waste the valuable time of your most important resource—your team members. Bad meetings slow processes down, create confusion, and breeds a lack of confidence in the organizer. That doesn’t necessarily mean that you need to spend all your time planning the perfect meetings; instead, let technology help. With Odoo, you can put most of the work behind scheduling meetings on autopilot and focus on other things that matter, technology handles the rest.

Automatically Create Meetings from Events in Your Other Apps

With easy automation, you can generate new meetings from actions in your other planning and organizational tools. You’ll never find yourself scheduling pointless meetings.

Get Reminder Before Your Meeting Begins

The right meeting scheduler tool helps you get meetings onto your calendar quickly and efficiently, and that helps keep you productive. But you don’t have to stop there. Another way to stay productive is to automatically have notifications sent to you before a meeting occurs in whatever app or device that best suits you.

Not only can you receive reminders in your Google and Outlook calendars or by email, but also you can get SMS notifications however far in advance you like before events in your Google Calendar start. Anything you can do to make your routine of scheduling meetings more efficient is a win for everyone because it allows you to focus on preparing for the meeting instead of finding the right time for it.

Send Meeting Minutes to the Right People

Taking notes and sending them to the right people can take up time, making it feel like a time-waster. Don’t let it waste your time. After taking notes during your meeting, Odoo can send these to your team (and your supervisor) to keep everyone on the same page.

Share and Collaborate on New Notes

The takeaway points and action items are the most important outcome of most meetings. It’s important that you don’t forget to share these with your team. With that said, you can automate that process, so you never have to think about it again.

Send Meeting Minutes to the Right People

Taking notes and sending them to the right people can take up time, making it feel like a time-waster. Don’t let it waste your time. After taking notes during your meeting, Odoo can send these to your team (and your supervisor) to keep everyone on the same page.

Send Meeting Minutes to the Right People

Taking notes and sending them to the right people can take up time, making it feel like a time-waster. Don’t let it waste your time. After taking notes during your meeting, Odoo can send these to your team (and your supervisor) to keep everyone on the same page.

Send Meeting Minutes to the Right People

Taking notes and sending them to the right people can take up time, making it feel like a time-waster. Don’t let it waste your time. After taking notes during your meeting, Odoo can send these to your team (and your supervisor) to keep everyone on the same page.

Send Meeting Minutes to the Right People

Taking notes and sending them to the right people can take up time, making it feel like a time-waster. Don’t let it waste your time. After taking notes during your meeting, Odoo can send these to your team (and your supervisor) to keep everyone on the same page.

Email Marketing

Email marketing is a great way to stay in touch with your customers. The easy-to-customize templates can help you build an appealing newsletter with relevant information, business updates, and entertaining content. Email is one of the best ways to reach someone, too. Email marketing is 40 times more effective at reaching your target consumer than Twitter or Facebook. While your store is closed, use your newsletter to share content that entertains people or keeps them engaged with your brand. Email Marketing is equipped to help you build something that generates a high open rate.

Social Marketing

Whether you’re managing social media for your business or are trying to build a personal brand, managing all social media platforms can be a huge responsibility. You might be creating a Facebook Page, trying to improve your LinkedIn profile, or waiting for company mentions on Twitter. On the other hand, many customers automatically resort to social media channels to stay in touch with businesses. Your Twitter, Facebook and LinkedIn pages are the default place where they will go to find out if you’re open, selling or accepting returns.

A team working remotely is likely to have a pretty varied schedule. To ensure that social marketing doesn’t get left behind and your content marketing stays on track, you can use Social Marketing to schedule posts in advance, so they always publish at just the right time. With Social Marketing, your team can simultaneously respond to comments, direct messages, and posts that your company has been tagged on to keep up with any questions and concerns. Social Marketing allows you to:

Share New Content

One of the best ways to build a stable community on any social network is to share content that your followers will find interesting.

Cross-Post and Syndicate Content

You’ve written a great post. Now it’s time to ensure your audience sees it regardless of what platform they’re using. It’s tedious to share content across platforms, but with Social Marketing, you can automatically cross-post content between all of your social media accounts.

Monitor Your Brand Online

Tracking your online brand mentions can be tedious while working with multiple tools, sifting through pages and pages of links to find legitimate brand mentions. Social Marketing can help monitor social networks for you automatically.

Odoo NOTES

Whether you’re in a meeting or doing research, taking notes helps you concentrate and gives you a reference later to remind and reinforce the context of your work. It may be less effort than writing a full transcript, but notes still take a significant amount of time to format, organize, and follow through. Whenever you need to take notes about something, you should do it in Odoo Notes.

It helps you make your notes actionable

Having your notes convert into a task list where you can check things off allows you to stay on top of your work and ensures that you don’t miss following up on those critical items. Or, you could create notes from your new tasks. That way, whenever you add something new to your to-do list, you’ll have a perfect space to track your thoughts and notes.

Get Reminded About Notes on Your Calendar

Sometimes we as humans make mistakes and forget things. Following up with all the action items that you just jotted down can be a repetitive task. But, you can create a workflow that automatically turns your notes into reminders in a calendar so you’ll remember to check back on your notes.

With Documents, you can store multiple versions of all of your documents and control access rights to ensure everyone has access to what they need. You also have access to file edit history to see who changed what. Plus, it’s easier to collaborate in real-time and avoid sending edited versions of documents back and forth. It’s also a great way to organize work from freelancers and your remote team when they need to submit projects.

Documents and Files Cloud storage

When it comes to remote work, collaboration doesn’t just take place through video chat, but on files as well. This is why it’s imperative to have an app that enables project stakeholders to share and edit files with their remote teams. This is where cloud storage applications like Odoo Documents can come in handy. By moving all your files to the cloud, it ensures that your team has uninterrupted access to relevant documents, spreadsheets, presentations, videos, and more.

With Documents, you can store multiple versions of all of your documents and control access rights to ensure everyone has access to what they need. You also have access to file edit history to see who changed what. Plus, it’s easier to collaborate in real-time and avoid sending edited versions of documents back and forth. It’s also a great way to organize work from freelancers and your remote team when they need to submit projects.
With Documents, you can store multiple versions of all of your documents and control access rights to ensure everyone has access to what they need. You also have access to file edit history to see who changed what. Plus, it’s easier to collaborate in real-time and avoid sending edited versions of documents back and forth. It’s also a great way to organize work from freelancers and your remote team when they need to submit projects.

Make Signing Documents Easy

While ink pens and paper may seem like a thing of the past, signatures still hold weight and make business deals real. You can simplify the process and automate and sign documents with digital ink, and modernize this old-world aspect of the company.

Time Tracking and Productivity

One of the challenges with remote work is that employers and clients want to know that work is getting done, and productivity isn’t falling short. At the same time, employees don’t want to have constant check-ins, neither do they want to feel like someone’s watching over their back. This is when using a time tracking tool comes in handy.

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It is a great way for businesses to measure employee productivity but also hold employees accountable for their work. On the employee side, especially for freelancers and independent contractors, time tracking software can be critical when it comes to sending invoices to payroll. All parties involved benefit from the unbiased time and productivity tracking.
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Conclusion – Working From Home Is Here To Stay

The coronavirus lockdown has shown remote working is possible on a far wider scale than many companies anticipated. The flexible working conditions are turning into a new norm, and this shift is noticeable in the working culture. Even after the pandemic passes, it is expected that there will be more of a cultural shift towards working from home as a norm and many employees will want to do this, at the very least for part of the week. On the other hand, employers, managers, and founders will realize that the home office can actually help productivity. With great tools, resources, and advanced technology, it has never been this simple to set up a professional working environment at home that empowers efficiency.

The advantage of TechbotERP solutions far outweighs the cost of implementation. We will help you choose the right plan so that the goals of implementation are met. With time, money and efforts saved, your organization can not only plan and strategize better but also perform exceedingly well in a digitally revolutionized marketplace. For a free demo, call us at +971559447833 or write us at care@techboterp.com.

in TechbotERP blog

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Dev May 12, 2021 0 Comments