How to Manage Service Companies Like a Pro

Public Channel / Business Management

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12. 1. Create forecasts on different tasks 2. Timesheet on those tasks 3. Analyze planned vs done vs forecasted quantities:

10. Use Case #3 1. Product configuration: 2. Create pipeline & tasks, timesheet hours to follow the costs & invoice manually after a milestone 3. Analyze profitability:

16. Adapt your services

4. Increase customer satisfaction Analyze profitabilty Control time spent Deliver a suitable service Manage support

5. EVEN MORE INTEGRATED THAN BEFORE

7. Uses cases 2

15. Conclusion 5

3. Goals of a Service Management tool 1

11. Forecast integration: use case 3

13. Other improvements for service companies 4

17. Thank you. #odooexperience EXPERIENCE 2017

8. Use Case #1 1. Product configuration: 2. Timesheet on task & invoice timesheeted hours 3. Analyze profitability:

9. Use Case #2 1. Product configuration: 2. Invoice order & timesheet hours to follow the costs 3. Analyze profitability:

2. Introduction: Service Management tool 1 Use cases 2 3 4 Other new features for service companies 5 Conclusion Forecasting integration use case

1. How to manage service companies like a pro Quentin MATHONET • Business Analyst EXPERIENCE 2017

14. • Expenses: Expenses linked directly to SO • Helpdesk: SLA takes into account the working time • Leaves: Integration with Timesheet app

6. • Measures customer satisfaction on tasks Customer ratings • Forecast future needs • People planning Forecasts • Projects ’ & employees ’ profitability • Timesheets Project overview Measures

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