Migration of High-Volume Data to Odoo ERP from 3 legacy systems in just 5 months

Our client, a leading European environmental consultancy, needed to replace multiple legacy systems—for finance, RGC for project management, and OneDrive for document management—to improve operational efficiency and reduce costs.

We addressed these issues by migrating their data and processes to Odoo ERP system, which integrated various functions into a single platform. Our approach included consulting, custom ERP design, development of tailored modules, and seamless deployment with data migration and staff training, to enhance productivity and scalability while eliminating operational inefficiencies and high costs.

Number of Employees : 50+

Project Brief

Our client has been a leading European environmental consultancy and contracting firm since its establishment in 2003. They have successfully worked with various sectors across different industries, including but not limited to residential, commercial, public, and insurance services, across the entire continent.

Their comprehensive services include contaminated land assessment and remediation, hydrogeology and water resource development, occupational exposure and hygiene, insurance, and oil spill cleanup. To drive operational efficiency, enhance overall productivity, and achieve digital transformation, the agency intends to migrate its data from legacy systems to modern business management software.

Business Needs & Challenges

Multiple legacy business management software

Our client managed its business using multiple software solutions, including Sage for finance and accounting, RGC for project management, and OneDrive for document management. The use of three different software solutions led to manual processes and time-consuming tasks

Higher cost of licensing and operating:

The use of multiple business management software solutions resulted in high licensing and operational costs for our client. Furthermore, maintenance and support for these distinct systems, including software updates and troubleshooting, as well as staff training and labor costs further increased operational expenses

Ineffective processes and operational inefficiency:

The unavailability of integrated ERP software led to a reliance on manual processes in multiple systems, which presented critical challenges of operation errors, delayed tasks, disrupted workflows, and reduced productivity.

Document management and data duplication

The client faced a major challenge managing high-volume documents and attachments related to each project. The company was dealing was large data of 6K Projects, 120K Tasks, 200K Timesheets, 9.5K Customers Contacts, 35K POs SOs, and 2TB of documents media. The use of multiple software created a fragmented system, where documents were often duplicated and difficult to find.

Non-scalable system

Another challenge for our client was the lack of scalability in the existing software. With multiple legacy solutions like Sage, RGC, and OneDrive, the company struggles to adapt to changing business needs, cramping growth and responsiveness to market dynamics.

Technology Stack & Tools

Implementation Overview

Odoo ERP Implementation:

We successfully implemented Odoo ERP, utilizing Python and PostgreSQL to optimize their business management processes and streamline operations. To centralize data management, we relied on PostgreSQL in combination with AWS S3 for secure and scalable data storage.

Centralized Data Management:

Leveraging Python and JavaScript, we customized Odoo modules to precisely meet the client's unique needs and address their specific challenges. To replace the client's previous finance management system with Sage, we configured Odoo Accounting. Additionally, for project management and field services that the client previously managed with RGC software, we seamlessly integrated Odoo Projects and Odoo Field Service.

Customized Dashboard Management:

We provided customized dashboards, enabling in-depth monitoring and analysis of employee activities and project performance management to improve operational efficiency and overall productivity.

Business impacts

35% reduction in infrastructure overheads:

Odoo ERP implementation led to a reduction in operational costs associated with maintaining multiple legacy systems, including licensing, support, and labor expenses.

Streamlined operations & improved efficiency:

Odoo implementation significantly streamlined business operations of the client by centralizing data and processes. Moreover, its seamless integration addressed the challenges of operational inefficiency by automating workflows and reducing manual processes, ultimately resulting in reduced errors, faster task completion, and improved overall productivity.

100% data transparency and 0% data loss:

The transition from legacy systems to centralized ERP software enabled efficient data management for the client. With the combination of PostgreSQL and AWS S3 for data storage, our client experienced secure, scalable, and organized data handling. It improved data accuracy, accessibility, and reduced the risk of data duplication.

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