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Odoo ERP for a heritage contractor, with accounting training designed around each finance role.

An ERP only works if every user knows their role in it
A contracting company needs project costs, purchasing and accounting to tell one story. A new ERP only delivers that if every finance user knows exactly what their role does in the system. Generic training leaves users unsure of their daily tasks and pushes them back to spreadsheets.
What the engagement covered
Odoo ERP implementation with Odoo Accounting, followed by role-based accounting training.
- Odoo Accounting configuration
- Training content designed by job title
- Attendance and confirmation forms for every trained user
How the pieces connect
Illustrative flow of the delivered solution.
ERP plus the training that makes it stick
Odoo ERP
The operational backbone for the contracting business.
Odoo Accounting
Accounting connected to purchasing and project costs.
Role-based training
Sessions organized by job title, documented with attendance and confirmation forms.
Five steps from insight to results
Understand
Finance roles and responsibilities.
Analyze
Which Odoo tasks belong to each role.
Design
Training content by job title.
Implement
System configuration and training sessions.
Adopt & Improve
Documented attendance and confirmation for each user.
What changed for the business
- Each finance user knows their own daily tasks in Odoo.
- Training is documented by role, which supports accountability.
- Accounting connected to the company's operations instead of kept apart.
Explore the services behind this project
Implemented an ERP your team doesn't fully use?
A free consultation with a senior consultant. No sales pitch, just a clear view of where to start.