OXALYO for B2B service and consulting companies
Drive the profitability of every project with Odoo and expert financial support
Do you run a consulting firm, an engineering company, an IT services company, or a technical services business? Do you manage complex projects, bill by the hour, and lack visibility into the actual profitability of each assignment? Are your resources poorly planned and your billing complicated?
OXALYO helps you structure your organization, manage the profitability of each project in real time, and optimize your resources through Odoo and strategic and financial support.
The specific challenges of service companies
Leaders of B2B service and consulting companies face management challenges that require rigorous oversight and appropriate tools.
Lack of visibility on project profitability
You bill by the hour, at a flat rate, or on a management basis, but you don't have a clear view of the actual profitability of each project. You often find out too late that a project has been unprofitable. It's impossible to effectively manage your business without reliable data on your margins per project and per consultant.
Time spent not tracked or poorly billed
Your consultants do not accurately track the time they spend, or they do so using scattered tools (Excel, emails, paper). The result: billable time goes unbilled, billing errors occur, client disputes arise, and there is a significant loss of revenue.
Inefficient resource planning
You don’t know who is available, who is overloaded, or who is working on what. Planning is done manually, which creates imbalances: some consultants are overwhelmed while others are underutilized. You miss business opportunities due to a lack of visibility into your capacities.
Time-consuming business and administrative processes
Your quoting, contracting, invoicing, and collection processes are not automated. Your teams are losing valuable time on administrative tasks at the expense of business development and delivering value to clients.
Our approach for service companies
OXALYO combines complementary expertise to sustainably transform your industrial organization.
Mapping and optimization of your processes
We analyze your entire value chain: sales prospecting, qualification, proposal, contracting, delivery, time tracking, billing, and collection. We identify sources of time loss, inefficient processes, and opportunities for automation. We work with you to design an optimal and scalable organization.
Odoo integration tailored to services
We configure Odoo to become the central nervous system of your service business. CRM to drive your business development, project management to track each assignment, timesheets to capture billable hours, automated invoicing according to your models (time, fixed price, service-based), profitability dashboards: all your processes are centralized in a single powerful tool.
CFO-level financial management
Unlike traditional integrators, we provide strategic financial expertise. We implement profitability tracking by project, client, and consultant. We create dashboards that give you real-time visibility into your margins, utilization rate, backlog, and cash flow.
Long-term support
We don’t just deliver software and leave. We stay by your side as a strategic co-pilot to help you fully leverage Odoo, train your teams, adjust your processes, and confidently guide your growth.
The benefits for your service business
Complete control over project profitability
You know in real time the profitability of each project, each client, and each consultant. You quickly identify underperforming projects and take the necessary corrective actions. You optimize your project mix and improve your overall margins.
Full time tracking and billing
Your consultants can easily log their time directly in Odoo, from their computer or mobile. The time is automatically linked to projects and clients. Invoicing is generated automatically according to your rules (hourly rate, fixed price, or service contract). You no longer lose revenue.
Resource planning optimization
You have complete visibility of each consultant's workload, available skills, and future capacities. You plan projects optimally, balance workloads, and maximize your utilization rate. You capture more business opportunities.
Enhanced business performance
Your sales team has an efficient CRM to track opportunities, manage follow-ups, and drive sales activities. You have full visibility over your pipeline, conversion rates, and revenue forecasts. You are growing your business in a structured way.
Time savings and productivity
Your administrative processes are automated: quotes, contracts, invoicing, follow-ups, reporting. Your teams can focus on their core business: selling and delivering value to customers. You gain in responsiveness and efficiency.
Key Odoo Modules for B2B Services
A complete suite to manage your entire industrial organization
CRM
Sales pipeline management, opportunities, follow-ups, sales forecasts
Projects & Documents
Project management, tasks, milestones, progress tracking, collaboration, centralized document management, client sharing
Timesheets
Time entry, validation, connection with projects and billing
Sales
Quotes, contracts, orders, complex pricing (time, flat rate, managed services), automatic billing based on time, milestones, or deliverables
Accounting
Managerial accounting, monitoring project margins, financial management
Human Resources
Leave management, absences, resource planning
We collaborated with OXLAYO on a CFO mission within our company. Their technical expertise and ability to analyze our financial processes were valuable assets. Thanks to their insightful advice, they were able to identify significant areas for improvement. Their ability to handle the challenges encountered was a key factor in ensuring the successful completion of their mission.
François-Xavier Dherville
Cplus General Manager
Why choose OXALYO for your industry?
Recognized B2B expertise.
Odoo + Finance Dual Expertise
Pragmatic and human approach
Measurable results
Our transformation process
A structured programme lasting 12 to 24 weeks...
We conduct an in-depth analysis of your current organization: business processes, project management, time tracking, invoicing, financial management. We identify bottlenecks and opportunities for improvement. Together, we define the priority objectives and the scope of the project.
We map your target processes, configure Odoo according to your specific needs (project types, pricing grids, billing models, workflows), set up the CRM and project management, and implement the management dashboards. We train your teams and support the launch.
We adjust processes based on field feedback, optimize time tracking and billing, refine profitability management, and strengthen your teams' autonomy. We set up performance indicators and management routines.
We consolidate our achievements, deploy additional modules (document management, client portal, advanced automation), and support you in your development projects (new services, new markets, external growth).
Ready to optimize your service business?
Request your free Quick Scan, a 45-minute consultation with our CEO and founder Frédéric Neus to identify your priorities and define your transformation roadmap.
FAQ
Here are some frequently asked questions about our company.
A complete project usually takes between 8 and 16 weeks depending on the complexity of your processes and the functional scope. Service companies generally have less complex needs than the industry, which allows for faster deployments.
Yes, Odoo natively handles all billing models: time-based billing (with differentiated hourly rates), fixed-price billing (with milestones), project-based billing, and mixed billing. We configure the rules according to your specific needs.
Odoo offers several interfaces for time entry: web application, mobile application, calendar integration. Entry is simple and fast. We set up validation and control processes to ensure data quality.
Yes, that's one of the big advantages of Odoo for service companies. You can see in real time the time spent versus the budget, costs versus revenues, and the projected margin. You can react quickly if a project goes off track.
We remain by your side as a strategic co-pilot. We support you in continuous optimization, the deployment of new modules (customer portal, automations, integrations), training new recruits, and managing your growth.