Founded in Los Angeles, CA in 1998, Collaboration Solutions, Inc. (CSi) is leading the collaboration revolution by seamlessly offering a complete spectrum of collaboration solutions: from the design of collaborative workspaces and furnishings, to audiovisual (AV) services and conferencing solutions, to Microsoft Skype for Business and Microsoft Office365 platform adoption, to custom collaboration software solutions and products that span the complete range of digital experiences. As the next generation collaboration solutions provider, CSi goes beyond typical AV to empower collaboration and inspire innovation. For over 18 years, CSi has partnered with their clients to help them achieve their conferencing and communication goals – to improve efficiency and increase productivity. Their recognition of the need for interactive technologies in educational and corporate settings led to their expansion from a small IT company in California to a leading collaboration solution company in North America, providing solutions for high-performance collaborative spaces and multi-use spaces with diverse applications for a variety of markets, including corporate, education, government, and healthcare.
To support rapid expansion in both products/services a geographic representation, CSi wanted to modernize their technology platform from Netsuite to Odoo. They wanted a way to quickly and easily build workflows to support Kanban based monitoring and control of Sales Opportunities and Projects.
Odoo 10 was initially implemented within a matter of weeks, with gradual migration of key business functions from Netsuite. Users access Odoo via the web browser, via the mobile app and via Awesome Timesheets.
Key Implementation Features
• Custom blockers and progression rules on Kanban views
• Projects are now created automatically from qualified Opportunities
• Quotes are presented via custom format
• Margin rules are enforced for Sales user who are interacting with Customers