💻 Success Story: RITNOA Transforms Finance & Operations at UnionSys Solutions with Odoo
🏢 Client Overview
Company: UnionSys Solutions
Industry: Software Consulting & IT Services
Company Size: 65 Employees
Annual Revenue: $8.5 Million
Previous System: Tally ERP 9
Core Functions:
- Consulting project billing
- Employee time tracking
- Vendor & subcontractor payments
- Client CRM & recurring invoicing
- Multi-currency transactions
❌ Challenges with Tally
As UnionSys expanded across projects and geographies, Tally became a bottleneck:
- Isolated Finance – No integration with time tracking, project hours, or CRM
- Manual Invoice Creation – No linkage with contracts or project milestones
- Limited Reporting – No insights into project profitability or resource utilization
- No CRM – Separate tools for sales, leading to double data entry
- No Workflow Automation – Everything from approvals to expense management was manual
✅ Why UnionSys Chose Odoo + RITNOA
UnionSys needed an integrated system that:
- Unified project, HR, finance, and sales
- Enabled real-time tracking of consulting hours
- Handled multi-company, multi-currency accounting
- Automated recurring client invoices
- Gave visibility into cash flow and project margins
RITNOA’s team offered a tailored Odoo solution with their signature implementation methodology and industry expertise.
🛠️ Migration Timeline & Process
1️⃣ Discovery & Gap Analysis (1 Week)
- Analyzed current Tally workflows and disconnected apps (Toggl, Excel, Google Sheets)
- Mapped business needs to Odoo modules: Accounting, Timesheets, Projects, Sales, CRM, HR, Invoicing
2️⃣ Data Migration from Tally (2 Weeks)
- Exported:
- 1,700 client ledger entries
- 6 years of journal data
- 25 recurring service contracts
- Reconciled balances and opened fresh fiscal year in Odoo
3️⃣ Configuration & Custom Development (3 Weeks)
- Set up:
- Odoo Project Management for timesheets and milestones
- Odoo Payroll for salary slips, PF/ESI integration
- Custom app for Monthly Retainer Billing
- Odoo CRM with Lead → Opportunity → Contract workflow
- Dynamic reports: project-wise profitability, aging analysis
4️⃣ Training & Dry Run (1 Week)
- Finance team trained on Odoo Accounting & Reconciliation
- Sales and PMs trained on CRM + Project dashboards
- Ran parallel accounting for 7 days for validation
5️⃣ Go-Live & Hypercare (1 Week)
- Odoo went live on the 1st of the month
- RITNOA support team resolved all post-go-live queries within 72 hours
💰 ROI & Business Impact
| KPI | Before (Tally) | After (Odoo) | Result |
|---|---|---|---|
| Invoicing Time | 6 hours/week | 45 minutes/week | ~90% faster |
| Monthly Reports Generation | 4 hours | Instant dashboards | 100% real-time visibility |
| Payroll Processing Time | 3 days | 4 hours | 80% faster |
| Time Tracking Accuracy | 62% | 95% | Massive improvement |
| Annual ERP Costs | $7,500 | $3,200 | ~57% cost savings |
| First-Year ROI from Odoo Migration | — | 145% | Clear ROI win |
💬 Client Testimonial
“We were running on spreadsheets and Tally, and it felt like duct-taping our entire company together. RITNOA came in, understood our business, and within weeks we had real-time dashboards, smart invoicing, and full control over our finances and people. Odoo changed how we operate.”
– CEO, UnionSys Solutions
🔑 Why This Migration Was a Success
- 🔄 Seamless transition from Tally to Odoo
- 💼 Complete business visibility from sales to payroll
- 💡 Smart automation of recurring billing
- 📊 Custom dashboards for financial & operational insights
- 💸 Low cost, high ROI implementation by RITNOA
🏁 Conclusion
With RITNOA’s expertise, UnionSys Solutions moved from an outdated, disconnected system to a streamlined Odoo ERP, unlocking real-time business visibility, cost savings, and better decision-making — without the heavy costs of traditional ERP.