Aim
Welcome to “Mastering Odoo Services: Streamlining Operations for Success,” a comprehensive training program meticulously designed to equip participants with the knowledge and skills necessary to optimise service management processes using Odoo.
Through carefully crafted Seminars and hands-on exercises, this program empowers participants to harness Odoo’s suite of service management applications for enhanced efficiency, productivity, and customer satisfaction. Whether you’re seeking to revolutionise project management, streamline field service operations, or deliver exceptional customer support, this program provides the expertise needed to achieve operational excellence and drive business success with Odoo.
Outline
1. Project Management Excellence: Elevate project management with Odoo’s Project application. Learn efficient planning, execution, and resource allocation for successful projects.
2. Optimising Timesheet Management: Streamline timesheet tracking with Odoo’s Timesheet application. Improve project profitability and resource utilisation with simplified time tracking.
3. Field Service Management: Revolutionise operations using Odoo’s Field Service application. Efficiently manage service requests, dispatch technicians, and enhance on-site service delivery.
4. Helpdesk Support & Ticketing: Odoo’s Helpdesk application delivers exceptional customer support. It streamlines ticket management, implements SLA policies, and enhances customer satisfaction.
5. Planning and Appointment Management: Effortlessly manage schedules and resources with Odoo’s Planning tools. Optimise appointment scheduling, resource allocation, and calendar management for improved productivity.
6. Advanced Service Analytics & Reporting: Gain deeper insights into service analytics with performance metrics, project profitability, resource utilisation, and customer satisfaction indicators. Through hands-on workshops, customise reports and dashboards to monitor key service KPIs effectively. Optimise service delivery processes and drive business success with data-driven insights.
By the end of this comprehensive course, participants will have gained the knowledge and skills needed to effectively utilise Odoo’s suite of service management applications, empowering them to streamline operations, enhance service delivery, and drive business success.
| No | Seminar | Agenda |
|---|---|---|
| 1 | Project Management Excellence | - Introduction to Odoo's Project Application - Setting up and managing projects efficiently - Utilising project templates and stages for streamlined workflows - Assigning tasks, tracking progress, and managing resources effectively - Hands-on exercises on project planning, execution, and monitoring |
| 2 | Optimising Timesheet Management | - Understanding the importance of accurate timesheet tracking - Exploring Odoo's Timesheet application and its features - Logging hours, managing timesheet entries, and approving timesheets - Analysing timesheet data for resource allocation and project costing - Practical sessions on timesheet entry, approval workflows, and reporting |
| 3 | Field Service Management | - Overview of Odoo's Field Service Application - Managing service requests, dispatching technicians, and tracking field activities Optimising routes, schedules, and resource allocation for efficient field operations - Field Service Worksheets - Utilising mobile capabilities for on-site service delivery - Case studies and best practices for effective field service management |
| 4 | Helpdesk Support & Ticketing | - Introduction to Odoo's Helpdesk application - Managing customer support tickets, inquiries, and requests - Assigning, prioritising, and resolving tickets efficiently - Implementing SLA (Service Level Agreement) policies for timely resolution - Practical exercises on setting up helpdesk workflows, automating responses, and measuring performance metrics |
| 5 | Planning & Appointment Management | - Exploring Odoo's Planning and Appointment Applications - Scheduling appointments, meetings, and events with ease - Managing calendars, availability, and resources for optimal planning - Integrating appointment scheduling with other Odoo applications for seamless operations - Hands-on sessions on creating schedules, managing appointments, and optimising resource utilisation |
| 6 | Advanced Service Analytics & Reporting | - Utilising Odoo's reporting tools to gain insights into service performance - Analysing project profitability, resource utilisation, and customer satisfaction metrics - Customising reports and dashboards to track key service KPIs - Leveraging data-driven insights to optimise service delivery processes - Interactive workshops on creating custom reports, analysing data trends, and making informed business decisions |
We provide training by real people, allowing you to ask questions and interact with the trainer directly. Our courses are designed as standard modules, but we can adjust the content to suit your needs, covering specific subjects in more detail or omitting those that don’t apply.
If you prefer a tailored course specific to your business, we would be delighted to offer that. This includes extra preparation time and an optional initial session to discuss your business and how you use your ERP system.
We also offer the possibility of onsite training and would be happy to discuss this with you.
