Industries
Educational Organizations
Propel your organization to the top of the class with software built for the cloud.
Why Odoo
Breakdown Silos. Unite fragmented data and ease the burden of maintaining multiple systems.
Boost Your Resources. Reduce costs, optimize operations and free up resources to deliver better programs and services.
Adapt. Make smarter, faster decisions with clear visibility and control of your organization.
Odoo Educational Organizations Product Features
Odoo accounts payable automates the processing and payment of invoices. AP-specific dashboards, reports and KPIs put you in total control of your company’s procure-to-pay process.
Real-time Financial Management in the Cloud
Comprehensive Finance and Accounting
- Gain full visibility into your integrated financials with prebuilt, accounting-intelligent capabilities.
- Accept and process electronic payments from your customers in a secure and reliable manner.
- Track, manage and report the book value and depreciation of your company’s fixed assets.
- Close with confidence and report financials quickly and accurately.
- Ensure proper security, support compliance and gain complete audit trail visibility.
- Configure and monitor business processes and workflows.
- Get immediate visibility into financial performance with pre-built or customized reports.
Business Impact
Leverage Information and Insight
Improve performance with real-time metrics and role-based dashboards.
Close with Confidence
Accelerate the financial close while maintain compliance with applicable accounting standards.
Streamline the Back Office
Eliminate errors with automated processes and reduce the reliance on spreadsheets.
Budget, Forecast and Manage
Financial Planning
- Model and evaluate unlimited “what if” scenarios between actuals and projections and update forecasts as needed.
- Establish rolling 12-month forecasts and analyze variance between actuals versus project results.
- Create and consolidate driver-based plans with customized data entry sheets and reusable formulas and allocation methods.
- Provide self-service and easy-to-use reporting across the organization.
Business Impact
Business Impact Reduce Planning Cycle Times
Collect inputs and assumptions, review iterations and present consolidated results in a timely manner.
Speed Decision Making
Drill across budget, forecast and actuals to see the impact on performance in real-time.
Align the Organization
Centralize your budget with forecast and actual information in one place, providing a single version of the truth.
Gain a 360-degree View of Customers
Customer Relationship Management
- Manage the entire lead-to-cash cycle with a single unified set of tools.
- Better manage and cultivate important relationships with a 360-view of all constituents.
- Create target segments for highly focused, personalized upsell and cross-sell campaigns and promotions.
- Identify and target prospects for highly focused, personalized campaigns, promotions and communications.
- Establish customized workflows and processes to match the needs of your organization.
- Track all actions, from intake to closure.
Business Impact
Improve Customer Relationships
A true 360-degree view of the customer, including sales, support cases and financial transactions.
Efficient Accounts Management
Create a holistic view of all accounts and their contacts with related activities in a single view.
Improve Marketing Effectives and ROI
Make more educated decisions about your marketing spend—targeting highest return avenues and donor segments.
Achieve Financial Sustainability and Accelerate the Pledge-to-Payment Cycle
Fundraising and Donor Management
Manage the complete donation cycle, from pledge to payment.
Accept and process donations online, automate recurring donation schedules and standardize your donation processes.
Capture pledges and immediately route to the appropriate development resource for standard or personalized follow-up.
Streamline and automate your grants prospecting processes.
Automate membership billing, establish flexible billing and payment schedules and manage all transactions and routings with a single solution.
Business Impact
Increase Average Gift Size
Automate the gift-to-cash lifecycle and make giving easy.
Speed Pipeline Velocity
Accelerate the pledge-to-cash cycle.
Improve Billing Accuracy
Boost staff efficiencies and reduce revenue leakage.
Accept Donations and Sell Online
Ecommerce for Educational Organizations
- Easily create a full-featured, customizable online store that seamlessly integrates with accounting, marketing, order and inventory management.
- Accept payments from multiple revenue sources, including donor contributions, membership dues, program fees and fundraising events.
- Accept fixed or variable donations online and allow the donor to choose the amount they want to donate.
- Easily manage orders from multiple channels, such as online and phone, all in one place.
- Track and manage end-to-end physical inventory and distribution including shipping, receiving and returns. Track orders door-to-door directly in Odoo.
Business Impact
Grow Lifetime Value
Get a single cross-channel view of your supporters to provide consistent and personalized service and grow lifetime value.
Engage Your Supporters
Increase user engagement with personalized marketing and promotions.
Increase Average Gift Size
Generate additional sources of revenue with online pledges, donations, dues and sales of goods and services.
Optimize Company Savings With Better Spend Management
Spend Management
- Request approval to procure goods and services quickly and easily.
- Optimize procurement for recurring needs with negotiated terms, tiered pricing, and pre-specified delivery schedules.
- Enforce compliance with purchasing thresholds and guidelines.
- From acquisition through payment, automate the complete procurement process for goods and services.
- Accept a variety of credit and debit card types and other electronic forms of payment for online payment processing needs.
- Establish budget and spend controls to ensure compliance with policies.
- Maximize the accuracy and timeliness of your timesheet and expense processes with online self-service tools.
- Gain real-time visibility into the spending trends across your organization.
Business Impact
Control Spend
Automate the procure-to-pay process and drive greater visibility into spend.
Ensure Compliance
Configure requirements, authorizations and approvals.
Engage Users
Make it easy for users to engage with the system with a simple, intuitive user interface.
Real-time Business Intelligence
Reporting and Analytics
- Ensure compliance and accommodate requirements with easy and timely customized reporting.
- Create reports and dashboards that combine operational and financial data and KPI’s.
- Analyze statistical measures and results for each department, location, funder/donor and more.
- Gain instant, real-time visibility for all key stakeholders, from high level summaries down to the underlying transactions.
- Ensure compliance and minimize risk with robust security, segregation of duties and fully auditable business processes.
Business Impact
Improve Insight
Get real-time transparency into company performance across all business functions—from summary level to transaction level.
Achieve a Single Version of the Truth
Keep all data in a single source, providing a single version of the truth.
Global Business Management
Odoo OneWorld
Adjust for currency, taxation and legal compliance differences at the local level, with regional and global business consolidation and rollup.
Global CRM provides visibility into every aspect of your multinational organization, even with multiple languages and currencies, including forecasts and campaigns.
Manage inventory and fulfillment across multiple locations.
Run multi-store/multi-country/multi-site ecommerce with country-specific web stores and websites managed from a single Odoo account.
Business Impact
Achieve Efficiencies
Manage your entire global operations on a single unified platform.
Speed Financial Close
Significantly reduce time to close with real-time management and financial automation capabilities.
Improve Visibility
Access insight across the hierarchy of subsidiaries with role-based dashboards.