How to Manage Service Companies Like a Pro
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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