Bold Agency
Bold Agency
Ranked 22nd among world's most successful agencies promoting good. Bold Agency is an integrated advertising and creative services agency, online, on air and in-print.
Bold is located in Saudi Arabia with around 50 employees. They believe that key to success isn't to do different things, but doing things differently.

Challenges:
Having an existing software to manage their projects and a workaround for the CRM, Bold wanted to step into the digital transformation in KSA with the right technology. Bold decided to use Odoo for all operations and integrate the project module with Monday.com.

Azkatech, the Odoo Gold partner KSA helped Bold Agency via implementing Odoo ERP in KSA to manage the following:

CRM, Sales and Purchase system to handle the leads, purchase tenders and the sales cycle, fully integrated with the Accounting module.

A documents management system (DMS) fully integrated with the CRM, accounting and all modules. In addition, Azkatech customized the module to have a bidirectional link between the CRM, emails attachments from one side and document module from another side. The DMS was fine-tuned further to structure the CRM workspace via customer and opportunities.

An expenses module that will allow to submit and justify expenses in a simple way and automatically link them to the projects at hands. Thus, allowing top management to easily calculate the cost of projects. The same, helps managers review expenses and keeps project costs under control.

An HR suite made up of Payroll, Attendance & Leaves mapped to the Saudi Standards.

A customized project management solution fully integrated with Monday.com. The creative team still works on Monday.com thus nothing changes in the workflow for them yet the management benefits from all the insights provided by Odoo.

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