FORMA 2 LLC is one of Latvia’s leading engineering consulting firms, specializing in civil construction, energy, and infrastructure projects. With nearly 20 years of experience, FORMA 2 LLC has grown into an international player, delivering high-impact projects in more than 10 countries across four continents. Despite being a mid-sized company with fewer than 50 employees, FORMA 2 LLC has achieved significant success through innovation, strategic partnerships, and efficient project management.
From manual encoding to autopilot
FORMA 2 LLC made the switch to Odoo at the beginning of 2024, to modernize the way they record and manage working time and project data. For many years, the company tracked data through Excel spreadsheets. While functional, this system was time-consuming, prone to errors and difficult to manage, particularly in terms of data confidentiality between employees from different departments. Generating comprehensive and easy-to-analyze reports required extensive manual compilation and cross-referencing data from multiple source files. Ultimately, these processes were labor-intensive and inefficient.
The decision to switch software was primarly driven by the need for a scalable and secure solution that could simplify and improve data management. Initially, FORMA 2 LLC considered optimizing and continuing to use Excel sheets. However, after exploring several time-tracking and analysis programs, none fully met the company’s requirements… Until they discovered Odoo!
Since implementing the software, FORMA 2 LLC has streamlined some of its most essential functions, including:
- Recording working time
- Distributing records by project and position
- Planning resource allocation
- Managing their personnel database
Additionally, thanks to Odoo’s key feature, Access Rights, FORMA 2 LLC can now control data entry and visibility, ensuring confidentiality is maintained while allowing quick access to information by the appropriate stakeholders. Now, instead of spending countless hours on manual data processing, FORMA 2 LLC has an easy-to-use system that can generate detailed reports in just a few clicks. This saves several hours each month, which can be redirected toward meaningful work rather than administrative tasks.
The QuickStart implementation
To implement Odoo, FORMA 2 LLC worked closely with MIDIS, an official partner from Latvia. Together, they mapped the company’s previous processes and identified how they could be optimized to align with Odoo’s standard functionalities. One of the first challenges was finding a balance between adapting legacy processes and using a new software out-of-the-box. Based on MIDIS’s recommendations, adjustments were made to limit customization, ensuring smoother future migrations to newer versions of Odoo.
This phase was key and included several steps to ensure a successful implementation and proper staff onboarding:
- Data transfer
- Thorough data verification
- Employee training
- And, finally, the official roll-out of Odoo
As a result, the transition went smoothly and FORMA 2 LLC began using its new Odoo system effectively within a short period of time. Nearly a year has passed since the beginning of this process, and several benefits have emerged from adopting Odoo:
Improved time tracking and project management by simplifying the recording of work hours and resource allocation.
Enhanced data accuracy and confidentiality through Odoo’s access-rights feature, which ensures data security by controlling who can view or edit information while maintaining easy access for management. Report generation is now a breeze.
Saved hours of work by replacing time-consuming and error-prone Excel spreadsheets with an automated, user-friendly platform.
Increased overall efficiency by automating several processes, reducing manual workload and freeing up time for high-value tasks.
Gained scalability and flexibility by using modern, fully integrated software that can grow with FORMA 2 LLC and adapt to its future needs.
The road to greater success
Leaving Excel spreadsheets behind and adopting Odoo allowed FORMA 2 LLC to automate tasks and centralize data. Since implementing the platform, the company has noticed that employees are becoming more efficient in all their processes, saving valuable time that can be reinvested in the core business.
More time, efficiency and confidentiality: How FORMA 2 LLC made the most out of Odoo