Our Implementations

Digital transformation and automation of medical management

About the Client

ZDRAVO medical centers network is a modern medical institution that is actively developing. For the successful expansion of the network, the company needed a reliable system that would automate both medical and commercial processes.

Project Objectives

The main goal was to create a unified information space for managing communications with patients, medical services and financial accounting. It was necessary to automate the patient journey: from the first call to receiving the service and payment.

Implemented Solution

Based on Odoo, the UBM Soft team implemented a system covering key business processes of the medical center:

• Communications management: automation of patient inquiry registration and integration with IP telephony for quick communication.
• Medical service sales: convenient selection of the right doctor and quick patient appointment scheduling.
• Doctor's office: digitization of the specialist's workspace for recording provided services.
• Financial accounting: automation of registration of provided services, payments and financial reporting.
• Analytics and reporting: obtaining accurate data on the operation of the entire network of medical centers in real time.

Implementation Results

• High level of service: accelerated appointment scheduling and patient service process.
• Full control: transparency of financial flows and provided services at every stage.
• Ready for scaling: Odoo system became the foundation for easily connecting new medical centers to the network.

Optimization of operational activities and sales department automation

About the Client

Harvest Center is a company that has been trading goods for farmers and agricultural producers for over 10 years. To support scaling and improve manager efficiency, a modern CRM system was needed.

Project Objectives

The main goal was to create a unified digital tool for managers that would automate the entire deal path — from initial registration to financial analysis of the completed operation.

Implemented Solution

• Deal management: automation of new request registration and control of each sales stage.
• Pricing and contracts: flexible pricing system setup and automatic document package generation.
• Warehouse management: work with real-time inventory and reliable product reservation for clients.
• Logistics support: issuance of all necessary shipping documents directly from the system.
• Financial module: automation of settlements with clients and in-depth profitability analysis.

Implementation Results

• Error reduction: document automation minimized human factor in complex agricultural orders.
• Manager efficiency: quick access to current inventory and prices enabled faster order processing.
• Financial transparency: ability to instantly see the status of settlements and each deal's effectiveness.

Client service optimization and technical support automation

About the Client

IT-LANCE is a company striving to ensure a high level of client support. To maintain the reputation of a reliable partner, a tool was needed to systematize all inquiries and speed up the service department.

Implemented Solution

• CRM: systematization of contact database and complete interaction history for a personalized approach.
• Integrated IP telephony: automation of incoming and outgoing calls with result recording directly in the system.
• Order creation: automation of document creation, speeding up client request processing.
• Technical support: establishing a support system for quality and prompt response to inquiries.
• CRM planning: creating a strategic foundation for further marketing and sales expansion.

Implementation Results

• Communication control: no call or request goes unnoticed thanks to full telephony and CRM integration.
• Service transparency: ability to track technical support effectiveness and problem resolution speed.
• Business systematization: transition from scattered actions to a clear algorithm for working with the client base.

Client service optimization and operational process automation

About the Client

RKB TRADE SA is a company striving for high service standards. To scale the business and improve partner interaction quality, a unified digital ecosystem was needed.

Implemented Solution

• CRM: full control of the sales funnel, communication history and analytics collection in one window.
• Integrated IP telephony: call automation, inquiry registration and the ability to make calls directly from the client card.
• Order creation: maximum acceleration of commercial proposal and invoice preparation, minimizing human factor.
• Client technical support: ticket system for quick and quality response to user requests.

Implementation Results

• Process transparency: all client work stages from first call to order are tracked in the system.
• Speed increase: order automation allowed the sales department to process more requests in the same time.
• Quality service: the support module guarantees no inquiry is left unattended.

International e-commerce and global logistics automation

About the Client

UGEARS is a well-known Ukrainian brand of unique wooden constructors that has conquered European and global markets. A flexible and powerful ERP system was needed for effective management of growing e-commerce sales.

Implemented Solution

• Website integration: automatic order receipt directly into Odoo for instant processing.
• Inventory management: automated product reservation for each new order.
• International logistics integration: streamlined shipping process through DHL and FedEx.
• Financial control: automatic final settlement generation with clients.
• Deep sales analytics: analytics tools for tracking success in different markets.

Implementation Results

• Global automation: streamlined sales and logistics process in European and world countries.
• Shipping optimization: fast interaction with logistics partners reduced delivery times.
• Transparent analytics: full control over finances and sales dynamics in real time.

International network automation and production process management

About the Client

MULTIKUK company (international brand of Ukrainian network "Galya Baluvana") is a large franchise network specializing in the manufacture and sale of homemade semi-finished products.

Implemented Solution

• POS terminal and sales floor: cashier workplace automation for fast customer service.
• Production management: full cycle of food product manufacturing control directly in the system.
• Ingredient procurement: warehouse inventory automation and supplier interaction.
• Finance and analysis: data collection and processing for detailed reporting on each store's operations.
• Consolidated reporting: ability to see the overall picture across the entire international network in one window.

Implementation Results

• Centralized management: coordination of all partners in a unified digital space.
• Quality control: transparency of production and trading processes at every stage.
• Efficient scaling: ready base for quickly connecting new franchisees worldwide.

Project management and team work automation for a large holding

About the Client

"Alel Agro" is a large agricultural holding in Kazakhstan. During the implementation of a new ERP system, the company needed a powerful tool for coordinating project teams and monitoring task completion.

Implemented Solution

• Initiation and structuring: quick project launch and detailed work hierarchy formation.
• Resource management: clear assignment of responsible persons and performers for each task.
• Planning and estimation: planned labor intensity estimation for better deadline control.
• Time tracking: automated tracking of actual time spent on work.
• Analytical reporting: detailed reports on project stage completion results.

Implementation Results

• Process transparency: management received a tool for real monitoring of project team work.
• Execution discipline: time tracking system allowed accurate efficiency assessment.
• Successful ERP implementation: effective task coordination became a key factor in deploying the main holding management system.

Building an effective project management and client service system

About the Client

TERM company specializes in supplying and servicing technological equipment for trade. A centralized solution was needed to unite technical project management and client requests.

Implemented Solution

• Project and task management: structuring team work for timely technical stage completion.
• CRM: systematization of client work and sales funnel automation.
• Time tracking: precise control of actual time worked on each task.
• Client support (Service desk): ticket reception and processing system for prompt technical assistance.

Implementation Results

• Professional Helpdesk: clients received a convenient communication channel, and the company got full control over response speed and quality.
• Project transparency: management sees the real state of affairs for each technical implementation in real time.
• Cost optimization: precise time tracking enabled better resource planning and project profitability.

Comprehensive automation of medical services and commercial accounting

About the Client

REZONANS clinic is engaged in restoration and maintenance of patient health using chronomedicine methods. A modern solution was needed to automate patient interactions and track specific medical processes.

Implemented Solution

• Consultation scheduling: convenient tool for planning patient visits and specialist schedule management.
• Medical service sales: automation of medical procedure registration and support.
• Product sales: integration of inventory accounting and retail sales of accompanying goods.
• CRM: systematization of patient database and their inquiry history.
• Payment processing: simplified settlement process and payment recording.
• Financial analysis: detailed reports on clinic profitability in real time.

Implementation Results

• Service improvement: the appointment and service process became faster and more transparent.
• Unified accounting: combining service and product sales in one database eliminated discrepancies.
• Management clarity: clinic management received a reliable tool for control and development planning.

Comprehensive automation of wedding apparel production and sales management

About the Client

ATTAL company (owner of Monica Loretti brand) is a well-known manufacturer of wedding clothing and dresses. The company chose Odoo for its modern interface and powerful functionality.

Implemented Solution

• Production management: modules for small-batch production and custom-made items.
• E-commerce ecosystem: full integration with company website and online store for automatic order processing.
• Product catalog: structuring and management of complex product assortment.
• CRM and marketing: modern tools for customer acquisition and sales analysis.
• Resource management: automation of raw material and supply procurement.

Implementation Results

• Transparent production: clear control of each dress creation stage — from fabric procurement to finished product.
• Effective sales: combining retail and wholesale orders in a single base accelerated processing.
• Modern management: transition to a technological platform with intuitive interface increased team productivity.

Large-scale e-commerce automation and transition to a technology business management platform

About the Client

NAOMI 24 is a well-known company in the beauty industry. To support the high pace of development, a reliable solution was needed to become the foundation for all operational activities.

Implemented Solution

• Marketplace synchronization: automatic order registration from the website and instant import into Odoo.
• Smart order processing: automatic barcode generation for each order, significantly speeding up logistics.
• Warehouse optimization: cell storage implementation for error-free and fast product picking.
• Financial management: payment automation and full client settlement control.
• Order assembly: systematization of the product picking process for shipping.

Implementation Results

• Technology advantage: replacement of outdated software with a flexible, scalable system.
• Warehouse operation speed: barcoding and cell storage significantly reduced order assembly time.
• Data accuracy: eliminated errors when transferring orders from website to accounting system.

Commercial activity and client service automation in tourism

About the Client

OBRIY tour operator is a company working in international and domestic tourism. Odoo was chosen as the main platform for automating commercial processes.

Implemented Solution

• Inquiry registration: automatic client card creation at first contact, eliminating potential order loss.
• Tour sales management: systematization of negotiation process and convenient selection of optimal vacation options.
• Financial module: payment accounting automation, debt control and real-time settlement management.
• Service CRM: complete interaction history with each tourist for personalized future offers.

Implementation Results

• Service speed: routine operation automation allowed managers to dedicate more time to direct client communication.
• Financial discipline: clear payment control and automatic reporting simplified accounting and sales department work.
• Conversion increase: systematic negotiation management increased successfully closed deals.

Digital coordination of food aid for thousands of Ukrainians

About the Client

The "Food Bank" charitable foundation carries out large-scale operational activities for receiving and distributing material aid to residents of Ukraine living in frontline areas.

Implemented Solution

• Partner relationship management: coordination of regional partner organizations distributing food packages.
• Reporting system: automated process of receiving data from partners on aid distribution among recipients.
• Partner portal: integration with the fund's website for real-time report publication.
• Specialized accounting: charitable fund accounting in compliance with Ukrainian legislation.

Implementation Results

• Activity transparency: automatic report publication on aid distribution increases donor and public trust.
• Time savings: automated reporting from partners reduced labor costs.
• Effective communication: Odoo platform ensured quality information exchange between the fund and partners.
• Scalability: the system is ready to expand the partner network and increase aid volumes.

Grant project management and financial reporting for international donors

About the Client

The "Better Regulation Delivery Office" implements various infrastructure and creative projects funded by international donors. 40 to 60 specialists participate simultaneously in 10-15 grant projects.

Implemented Solution

• Grant project budgeting: formation and control of budgets by expense items with tracking of planned and actual indicators in EUR and USD.
• Currency salary calculation: automation with current NBU rates and distribution of expenses across projects.
• Automatic SSC reporting: consolidated SSC reports generated automatically based on salary and contractor data.
• Contractor management: expense tracking for subcontract work tied to specific projects.
• Currency accounting: foreign currency accounts, currency purchase/sale operations, automatic monthly revaluation.
• Bank integration: automatic import of bank operations via API or CSV format.

Implementation Results

• Savings of up to 20 hours/month on financial reporting for donors.
• Savings of up to 20 hours/month on consolidated SSC reporting.
• Savings of up to 20 hours/month on bank operation processing.
• Savings of up to 20 hours/month on currency salary calculations.
• Financial transparency: full control of grant fund usage across 10-15 simultaneous projects.

Financial management for cultural and information projects for international audiences

About the Client

Public organization "Ukraine" specializes in cultural, social and information projects aimed at promoting information about Ukraine on domestic and international platforms. Simultaneously 8 to 12 grant projects are in progress.

Implemented Solution

• Accounting by Ukrainian standards: full accounting system considering public organization specifics.
• Tax accounting: automatic calculation of SSC, income tax, military levy and other mandatory payments.
• Grant-level accounting: tracking fund usage separately for each of 8-12 projects.
• Currency operations: foreign currency accounts, grant accounting in EUR and USD with automatic revaluation.
• Medok integration: automatic export of tax reporting to the electronic reporting system.

Implementation Results

• Tax reporting automation: significant time savings on SSC and other mandatory report generation.
• Grant transparency: clear expense tracking for each of 8-12 projects for donor reporting.
• Legislation compliance: the system ensures correct accounting per Ukrainian standards for public organizations.
• Audit readiness: complete documentation base simplifies donor audit procedures.

Lean management implementation and financial control in UAV production

About the Client

A defense sector manufacturing enterprise (under NDA) specializing in production of unmanned aerial vehicles and systems for the Armed Forces of Ukraine. The company demonstrates rapid growth — capacity reached 15,000 drones per month, the team expanded to 150-200 employees.

Implemented Solution

• Financial accounting: comprehensive system for income/expense tracking, balance sheet formation, real-time profitability analysis.
• Project-level cost tracking: detailed fund usage monitoring per client order for effective working capital management.
• Project procurement analysis: linking all purchases to specific projects for order profitability control.
• Material reservation: production preparation mechanism for uninterrupted manufacturing cycle.
• Material movement control: tracking each raw material unit from warehouse to finished product.
• Management reporting: comprehensive reports on financial status, project profitability and resource efficiency.
• Lean manufacturing support: tools for production process optimization and waste reduction.

Implementation Results

• Company valuation understanding: transparent financial picture in real time for strategic decisions.
• Client-level procurement control: clear cost tracking optimized cash flow and improved profitability.
• Effective reservation: material preparation system ensured uninterrupted output of 15,000 drones/month.

Comprehensive automation of drone and special systems production for the Armed Forces

About the Client

A defense sector manufacturing enterprise (under NDA) specializing in drone production, flight control systems, special solutions development and military training. The company rapidly scales — production capacities reached up to 8,000 items per month with a team of up to 100 employees.

Implemented Solution

• Procurement management: two-level requirements collection system from departments with central procurement processing.
• Material movement control: full traceability of raw materials and components from warehouse to production.
• Warehouse automation: warehouse topology with racks and shelves, storage location marking, barcoding, data collection terminals.
• Production management: planning and control of production operations, semi-finished product accounting.
• Internal regulation formalization: standardized procedures for working with raw materials and supplies.
• Mobile device support: smartphone and terminal use for operational recording by warehouse and production staff.

Implementation Results

• Procurement transparency: centralized management optimized costs and shortened delivery times for critical components.
• Material flow control: full traceability minimized losses and optimized warehouse inventory.
• Production efficiency: automation increased productivity when scaling to 8,000 items per month.
• Process formalization: clear work regulations became the foundation for further company growth.

Production management and omnichannel sales of tactical equipment

About the Client

"Balistyka" company specializes in producing special clothing and protection systems for military and civilians. The enterprise has two production sites and a network of 5 branded stores in Kyiv, Lviv and Kharkiv.

Implemented Solution

• Project and task management: planning and execution control system with priorities and deadlines.
• Access rights system: flexible permission settings for department heads.
• Material flow management: warehouse organization, product receipt from production, transfers to logistics.
• Retail sales: accounting automation in 5 branded stores with unified warehouse system.
• E-commerce: online store integration with automatic order processing and inventory synchronization.
• B2B sales: corporate order management with individual pricing and payment terms.
• Omnichannel analytics: unified reporting across all sales channels.

Implementation Results

• Effective project management: transparent task execution control system.
• Omnichannel sales: unification of retail, e-commerce and B2B in a single system.
• Inventory control: synchronization between 5 stores, online store and production.
• Ready for scaling: system prepared for opening new stores and expanding production capacity.

Managing production of 4 tons of bakery products daily in Dublin

About the Client

"Family Bakery" produces bakery and confectionery products in Dublin (Ireland) with subsequent distribution to city partner networks. Daily production volume is about 100 product items with an average of up to 4 tons per day.

Implemented Solution

• Production management: daily production plan automation based on partner orders and finished goods inventory.
• Warehouse accounting: unified system for raw materials, supplies and finished goods with shelf-life and batch tracking.
• Sales management: partner network automation, order formation and shipment control.
• Procurement: raw material needs planning based on production plans, automated supplier orders.
• Plan execution control: daily production task tracking and deviation analysis system.
• Analytics and reporting: automatic production efficiency, product profitability and warehouse turnover reports.

Implementation Results

• System consolidation: unifying warehouse, sales and procurement management in a single platform.
• Reporting time savings: automated report generation reduced staff labor costs.
• Fast production planning: reduced time for daily production plan formation.
• Quality analysis: real-time detailed analytics improved management decision quality.

Coordination of 70+ gas equipment service stations

About the Client

"Profigaz" is a network of over 70 service stations specializing in diagnostics and installation of gas equipment for vehicles. Before Odoo implementation, the company faced problems with efficient customer service and coordination between sales and production departments.

Implemented Solution

• Auto service CRM: client work systematization, inquiry history tracking and sales funnel automation.
• Order management: unified client request registration system with automatic distribution between network stations.
• Work planning: master workload coordination across 70+ stations for optimal resource utilization.
• Communication platform: streamlined communication between sales and production departments through unified messaging.
• Service and material accounting: invoice automation and work execution control for each vehicle.
• Financial settlements: transparent payment system from first inquiry to final service payment.

Implementation Results

• Client communication improvement: unified CRM ensured quality service with no lost requests.
• Sales efficiency: process automation allowed managers to handle more inquiries with increased personal effectiveness.
• Network coordination: reduced communication time between sales and masters through unified platform.
• Financial transparency: settlement automation simplified payment control across 70+ service points.
• Scalability: the system is ready for connecting new stations without additional development costs.