Odoo Enterprise
- Subscriptions for the required users
- A recurring annual licensing cost
Built around how the business actually works.
SIM Trans is a UAE-based translation and language services company with multiple teams involved in sales, project management, operations, vendors, delivery, and finance. Before the project, much of its day-to-day operation depended on Excel-based workflows. The goal was not simply to introduce an ERP — it was to build a system that reflected how SIM Trans actually operates. Merdigit implemented it on Odoo Community with custom applications, so the implemented solution required no recurring Odoo Enterprise subscription.
SIM Trans is a translation and language services company with multiple teams involved in sales, project management, operations, vendors, delivery and finance. Before the project, much of its day-to-day operation depended on Excel-based workflows.
SIM Trans needed a system that could bring its processes together without forcing the business to abandon the workflows that already made sense for its operation.
Information was distributed across different Excel files and teams.
Job status and ownership were not always clear.
Sales, project management, operations and finance were not working through one connected workflow.
Moving a job from quotation to execution required manual coordination.
Following a job across quotations, projects, tasks, purchase orders and invoices was difficult.
Management needed better visibility into ongoing work and business performance.
The implementation started with business discovery rather than development, so the system evolved around the real business process instead of forcing the business into a predefined ERP workflow.
Before building
Every phase
The system connects the lifecycle from the initial customer relationship through commercial activity, execution, delivery and financial reporting.
Commercial
Execution
Delivery & finance
A quotation can lead into the corresponding project and operational tasks, while the responsible Project Manager is connected to the workflow through the implemented assignment logic — removing unnecessary manual coordination between Sales and Project Management.
SIM Trans needed a consistent way to identify and trace work across the business. Merdigit implemented a custom Job Code that connects the relevant commercial and operational records.
Quotation → Project → Task → Purchase Order → Invoice
Lead management, opportunities, customer follow-up, sales pipeline, quotations and commercial workflows.
Projects, jobs, tasks, assignment, status tracking and delivery monitoring.
Vendor profiles, services, language pairs, rates, assignment and task allocation.
Revenue, vendor costs, gross profit, margins and profitability across projects, customers and services.
Sales, operational, financial and executive reporting.
Business-specific workflows and custom applications developed around SIM Trans requirements.
With a large number of employees, Odoo Enterprise subscriptions for the required users could create a significant recurring annual licensing cost.
Understand the business, teams and current Excel-based workflows.
Document the current process and identify business requirements.
Review the requirements with SIM Trans and refine them based on feedback.
Implement the agreed functionality phase by phase.
Review each completed phase with the client, collect feedback and adjust the workflow.
Work directly with the teams and walk through their real workflows.
Users begin working on the system, provide feedback, and workflows are refined until the system becomes part of the team's regular operation.
SIM Trans moved from a heavily Excel-driven operating model toward a centralized business system connecting its major operational workflows.
Centralized customer and sales information and standardized quotations lead into connected project and task execution, with structured vendor assignment.
Unified Job Code tracking connects the commercial and operational records of every job.
Financial and profitability visibility, with role-based access and workflows, reporting and management dashboards.
A customized Odoo Community environment that runs the implemented business workflows without requiring recurring Odoo Enterprise subscriptions.
Merdigit worked from business discovery to go-live: analysing the process, configuring Odoo Community, developing the custom applications and walking each team through its real workflows.
We build business systems around the way your teams already work.