Odoo Case Study

Company Name: Phoenix Support For Educators – Australia
Date: Jan 2018
Website: https://phoenix-support.com.au

Industry: Education & Support For Educators
Apps Implemented: Sales, CRM, Events, Accounting, Inventory, Project, Purchases, Website, eCommerce, E-mail Marketing
Number of Users: 6 Users

Implemented By: Dimension3 Systems

About Phoenix Support For Educators

Phoenix Support for Educators are committed to delivering professional development and customised support from a foundation of the most current and relevant research and theory as a part of a recipe toward quality practice in Education and Care. Phoenix Support supports curriculum development, documentation, meaningful play, behavioural guidance and environmental aesthetics.

We inspire educators to conquer the new world in early childhood education by igniting passion, awareness and confidence for what is possible as reflective practitioners.

The koru (Māori for “bight” or “loop”) is a spiral shape based on the shape of a new unfurling silver fern frond. The koru reaches towards the light, striving for perfection, encouraging new positive beginnings.

The circular shape of the koru helps to convey the idea of perpetual movement while the inner coil suggests a return to the point of origin. The koru, represents the unfolding of new life, that everything is reborn and continues, symbolizing growth, strength and peace. It represents renewal and hope for the future.

The Phoenix is a benevolent, mythical sacred firebird that is said to have the cry of a beautiful song. Near the end of it’s long lifespan, it builds itself a nest of twigs then ignites; both nest and bird burn fiercely and are reduced to ashes, from which a new, young phoenix or phoenix egg arises, reborn anew to live again. The phoenix has long been presented as a symbol of rebirth, immortality, and renewal.

Phoenix Team - Case Studies Phoenix Support For Educators

Why Odoo?

Running a complicated and time-consuming workflow to deliver training, webinars, events, and online shopping, Phoenix Team, was using 14 different software to manage and operate their daily tasks.

The customer relationship management (CRM) containing all of the customer historical communications and negotiations were managed in a not so user-friendly standalone CRM solution, that had no integration with any of their operational applications that were required to deliver Phoenix Support services and products.

With a growing online following customer base, Phoenix Support delivers a long list of online and face-to-face services, including educational training, online webinars, pre-paid video training content, online certification, and educational support materials.

The event’s organisation was a massive task, involving four independent application that involved manually transferring data across, resulting in a considerable amount of human errors, which took a toll on the staff members by reducing their team performance as they were dedicating more than 60% of their time organizing and manage event changes and communicating with attendees.

In addition to the events management itself, the online shopping for the purchase of the events tickets was not integrated with Phoenix Support standalone accounting package which created the additional work to import ticket sales manually to the accounting, increasing the number of extra hours drastically to an external accountant firm to manage reconciliations and reporting back to the admin team.

The online shopping with the products for educational support materials was in the same situation requiring manual product entries and reporting sales figures back to the accounting system once more, again increasing workloads for the admin team and external accountant firm.

Within an urgent need to organize internal routines and organize internal and external systems to support the fast-growing Phoenix Support, they were facing a big challenge to find a way to unify their current software list or research a new complete All-In-One Business Software Solution.

On the attempt to integrate their current systems, Phoenix Support had been quoted from other providers with an initial figure above 100K plus ongoing support and maintenance fees to support possible unstable API integration.

At that stage, Phoenix Support were presented with a compressive unified solution by Dimension3 using Odoo All-In-One platform with a considerable cost reduction for the implementation and ongoing support.

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Implementation Results

The result of the workflow was fantastic, achieving the expected level of automation between the event management, projects, online shopping, and accounting.

Another significant milestone was that the website, online ticket sales, and online shopping was running smoothly by using a single natively integrated platform.

Now customers, suppliers, and the Phoenix Team staff members were working out of the same software platform, maximizing performance that was required to support their businesses predicted growth, from customer relationship management to invoicing and service and product delivery.

Odoo has successfully unified the business CRM and Marketing to the essential operation applications enabling the Phoenix Team to deliver faster and more efficiently.

In addition to the workflow, automation success, was the monthly subscription fee reduction on the previous 14 application setup which was slashed by 40%.

Another project implementation financial milestone was the dramatic cost reduction to manage Phoenix Support accounting and bookkeeping.

Odoo All-In-One solution combined with Dimension3 expertise’s have revolutionized the business by attending a complex workflow, covering 90% of overall business software needs with little customization from an out-of-the-box package.

Since the Go Live date in 2018, Phoenix Support for Educators have grown 57% and reduced operational costs by 27%, Odoo implementation was an absolute success.

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Much more than CRM & Sales

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