Objective :
To implement an integrated management system to control the overall activity of an organization.
Description :
Deployment of Dolibarr (open source ERP) including modules for customer management, quotes/invoices, inventory, projects, HR, purchasing, and accounting. Customization according to internal processes. Complete training and documentation.
Tools used:
- Dolibarr ERP/CRM
Target audience:
SMEs, cooperatives, slaughterhouses, agricultural structures, NGOs, public services.
Our strategy
1. Analysis of management processes
- Understanding of internal operations (sales, purchasing, HR, production, etc.)
- Identification of the necessary modules (accounting, inventory, invoicing, etc.)
- Definition of users and access rights
Deliverable: ERP Functional Specifications
2. Installation and configuration of Dolibarr
- Deployment of the ERP platform on a local server or in the cloud
- Configuration of essential modules according to needs
- Creation of customer, supplier, product, and service records
Deliverable: A functional Dolibarr instance with integrated master data
3. User training
- Using the basic modules: quotes, invoices, purchase orders, projects
- Rights management, navigation, reports
- Getting Started Assistance
Deliverables: User manual + training materials
4. Operational monitoring and support
- Support over 1 to 3 months
- Module optimization (customized reports, automations, etc.)
- Remote or on-site technical support
Deliverable: Operational ERP + maintenance contract (optional)
Tools & software used:
- Dolibarr ERP & CRM (open source, modular)
- Cloud or local hosting
- Additional tools
Target audience:
- SMEs, very small businesses, independents
- Agricultural or commercial cooperatives
- Slaughterhouses, NGOs, social enterprises
- Educational/healthcare facilities with administrative needs