Workflow Optimization

From Hours to Invoices: Automating Freelancer Management with a Custom WordPress Plugin

Overview / The Challenge The client required a secure, reliable and easy-to-use system that would: Remind freelancers monthly to submit hours and upload evidence. Allow multiple email addresses (To & CC) for both freelancers and clients, with company admin always CC’d. Send approval requests to clients that link to a simple approval form (optional 1–5 […]

Reengineering Dolibarr for Peak Performance: A Complete Production Module Transformation

Project Challenges Production module workflow did not match the client’s real-world operations; several important steps were missing. Multiple basic module errors and theme inconsistencies affecting usability and brand presentation. Custom features were required (tailored modules & third-party API integrations) to support unique business processes. Database performance and response times degraded as transaction volume increased. No […]

Optimizing Odoo ERP with Custom Workflows and Seamless Integrations

Project Overview The client required extensive customization and optimization of their Odoo ERP system to address operational inefficiencies, improve communication, and streamline business workflows. The project scope covered multiple modules including CRM, Procurement, Invoicing, and Customer Portal, with a strong focus on automation, integration, and regulatory compliance. Challenges Identified Digitizing Customer Installation Confirmation for improved […]

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