Digital Transformation for Green Rock Investment Firm
Client Overview
Organization
Green Rock
Industry
Investment Management and Financial Services
Core Focus
Financial portfolio management, HR digitization, vendor/board onboarding, client rewards, and regulatory compliance
Challenges Faced
Green Rock's operational growth highlighted significant pain points:
- Disparate systems for HR, finance, and operations
- Manual payroll processes prone to error and delay
- Lack of centralized document and task management
- Complexity in managing vendor and board member onboarding
- Inefficient job posting and applicant tracking
- Need to integrate with banking systems and trading platforms
- Inadequate systems for reward distribution and performance audits
The Need for a Robust System
With its expanding footprint and service complexity, Green Rock needed a single, scalable, and cloud-based ERP system to unify its departments, automate manual processes, and deliver real-time insights. The platform had to be secure, compliant with financial regulations, and capable of handling multi-layered integrations.
Browseinfo’s Implementation Approach
Browseinfo adopted a modular yet integrated approach:
- Conducted detailed business process mapping for each department
- Designed a phased roll-out starting with core functions (HR, Finance)
- Integrated Odoo with external banking and trading APIs
- Customized modules for board member workflows and automated FMS audits
- Ensured secure document and task management system
- Delivered user training and documentation
Key Modules Implemented
- HRMS: Digital onboarding, resignation, and reward management integrated with You got a gift.
- Finance: Chart of Accounts automation, audit & unaudited FMS reports, and custom dashboards.
- Website: Dynamic and responsive website tailored to reflect Green Rock’s brand.
- Sales & Purchase: Quotation-to-invoice process, automated vendor registration, and purchase approvals.
- Payroll: Custom logic for payroll calculations, approval flows, and bank payment sync.
- Document & Planning: Document storage, automated planning reminders, and team collaboration.
Custom Integrations
- Banking & Trading Terminals: Real-time financial transactions, reporting, and compliance
- You got a gift: Integrated for employee rewards and client recognition programs
- Job Post Automation: API-based integration with third-party recruitment platforms
- Digital FMS Audit Tool: Automated tools to track, record, and report financial health
ROI and Return
- 45% Reduction in operational overhead via automation
- 60% Faster payroll processing with 100% accuracy
- Improved compliance and audit readiness
- Enhanced employee experience and vendor transparency
Centralized control across finance, HR, and operations
Let's Build Your Odoo Success Story
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