Odoo to manage your SME from A to Z

Odoo is an integrated management suite that brings together CRM, sales, purchasing, inventory, projects, accounting, HR and much more in a single tool.

It is particularly well suited to SMEs because it is:

• Modular: you only activate the features you actually need.

• Scalable: the solution grows alongside your business.

• Cross-functional: all your teams work on a single shared database.

• Affordable: a controlled cost model without unnecessary complexity.

With ANSAM, Odoo is tailored to your business processes so you can structure your organisation without overcomplicating it.

Many SMEs either operate with a patchwork of accounting tools and ad hoc software, or with a very specialized, industry‑specific ERP.

Odoo stands out thanks to:

• A cross‑functional vision: the company is managed as a whole, not in silos. 

• 360° coverage that can be activated à la carte: you can gradually structure your system without oversizing it. 

• Natively integrated flows: sales, purchasing, inventory, projects and finance all follow the same logic. 

• An open architecture: APIs and integrations are possible with your existing ecosystem.

Odoo does not simply replace a piece of software: it transforms the way your management system is structured.

Yes. Odoo offers a complete Swiss localisation tailored to the needs of SMEs:

• Swiss VAT: management of current rates (8.1%, 2.6%, special rates) and VAT returns configured in line with federal standards.
• Accounting: Swiss chart of accounts ready to use, QR‑invoice generation and full alignment with local practices.
• Payroll: payroll module compliant with Swiss requirements and Swissdec‑certified for the electronic transmission of data to insurers and public authorities.

This localisation is natively integrated into Odoo and can be adapted to your organisation and industry‑specific requirements.

Choosing Odoo is one thing. Structuring it properly in your context is another.
At ANSAM, we start from your real challenges: processes, pain points, priorities and existing architecture. Odoo becomes a lever serving your organisation — not just another IT project.

We provide you with:

• A consulting‑first approach: audit of your workflows, identification of bottlenecks and a phased roadmap.
• Step‑by‑step deployment: start with your key processes, prove the value, then extend the platform at your own pace.
• A 360° IT vision: Odoo integrated into a broader ecosystem (infrastructure, operations, cybersecurity, data, AI) with a single point of contact.
• A dedicated local team: consultants based in French‑speaking Switzerland, close to your day‑to‑day reality.
• Long‑term support: training, assistance and continuous optimisation.

Our role is to work with you to design a clear, pragmatic and sustainable trajectory so that your management system truly supports your growth.

Our approach is based on 4 key stages:

1. Audit of your processes
   Analysis of your existing workflows and identification of business priorities.
2. Definition of a clear trajectory
   Building a pragmatic roadmap aligned with your strategic challenges.
3. Progressive deployment
   Step‑by‑step activation of Odoo modules where they will have the greatest impact.
4. Adoption & continuous improvement
   Team training, change management support and ongoing optimisation over time.

Training is not limited to a few sessions at the end of the project. It is an integral part of the rollout.

Our approach is based on:

• The involvement of key users from day one: they take part in workshops, tests and act as internal ambassadors.
• A “train the trainer” model: we train your champions, who then support their teams on a daily basis.
• Progressive testing throughout the project: each batch is validated with users before going live.
• Step‑by‑step deployment: teams adopt Odoo module by module, without any brutal changeover.
• Post go‑live support: enhanced assistance and adjustments to secure adoption.

The goal is simple: to ensure your teams take ownership of the tool, rather than feel it imposed on them.

Deployment is carried out in stages, with a clear objective: quickly bring an initial, useful scope into production, then expand it progressively. In practice:

• 2 to 4 weeks for a first foundational batch (e.g. CRM + sales + invoicing).
• 4 to 8 weeks for a broader scope covering several key processes.

We favour a pragmatic approach: generate value quickly, then evolve the platform at the pace of your organisation.

The cost depends on the functional scope, the number of users and the level of customisation required.

A project generally includes:

• Odoo licences (billed per user according to the chosen plan).
• Analysis, configuration and deployment services.
• Training and support.

Our progressive approach allows you to:

• Start with a controlled scope.
• Spread the investment over time.
• Align the budget with your business priorities.

During an initial conversation, we can provide a realistic estimate based on your specific context.

Yes. A migration does not necessarily mean reproducing everything exactly as it is.

Our approach is pragmatic:

• Identify the data that is truly essential to start on a clean basis.
• Limit historical data migration when it brings little added value.
• Propose effective alternatives:
  • keep a read‑only licence on the old system,
  • archive data in an external database that can be consulted if needed.

The goal is to go live quickly on a controlled scope and start again from a solid foundation.

Yes. Odoo provides open APIs that allow it to integrate with:

• Banking solutions
• Microsoft 365 tools
• Industry‑specific applications
• BI solutions, e‑commerce platforms or other external systems

The goal is not necessarily to replace everything, but to design a coherent architecture in which Odoo acts as the central backbone where it makes sense.

Each integration is assessed based on its added value, complexity and long‑term impact.

Security depends both on the platform and on how it is configured.

On the Odoo side:

• Secure cloud hosting (European datacenters for Odoo Online / Odoo.sh).
• Automatic backups.
• Regular security updates.
• Granular access‑rights management.

On the ANSAM side:

• Definition of an appropriate access policy.
• Role configuration and segregation of duties.
• Possible integration with your existing environment (SSO, identity management).
• Recommendations on data governance.

Our role is to design a coherent, secure environment tailored to your level of requirements.