Fernando Tax Management B.V

Client Overview

Fernando Tax Management B.Vwas founded in 2008 by Shandrix E. Fernando after working as a tax lawyer with specialized tax advisory and consultancy firms in the Netherlands and Curaçao. With growing client base and increasing demand to streamline business processes the company needs an ERP system so we proposed Odoo Implementation and customization as per specific need with Odoo Migration for version 18. 

Client Problems

Before engaging with CandidRoot for Odoo Services, Fernando Tax Management B.V. faced the following challenges:

• Old System Architecture: They were using an old system but it was insufficient and lacked compatibility with modern business methodologies.
• Manual Operations : They were doing manual entries which resulted in data duplicacy and inconsistent data.
• Workflow Inefficiencies : Complications in creating journal entries, Sales Workflows and cost tracking which reduces operational efficiency.
• Lack Of Customization : Their old system is not specific to their business processes so they need a tailored ERP system. 
• Country Localization and Translation Issues: Reports and other documents not properly translated so it is affecting usability and government compliance.

Odoo Solutions Provided by CandidRoot Solutions 

CandidRoot implemented the following strategic solutions:

• Industry Specific Odoo Customization 
• • We have developed a workflow for tracking office costs in the Sales and Purchase module of Odoo. 
  • Custom report development to support localized tax compliance.
• Seamless Integration: Synchronized all business processes into a single Odoo platform ensuring end-to-end process visibility.
• Migration to Odoo 18.0: Full code-base migration to the latest Odoo version for better performance and modern features.
• Bug Fixes and System Optimization:
• • Bug fixes on migrated database and make it compatible with custom code
  • We have resolved issues related to hidden journal lines.
  • Optimization in Email Templates of Odoo 
  • Made Correction in translation issues across tax and reporting modules
    
    

Business Smoothness After Odoo Implementation

After Odoo ERP Implementation, Fernando Tax Management B.V. experienced significant improvements:

• Improved Operational Efficiency: Automation of day to day operations which streamline the workflow and reduce the manual workload. 
• Enhanced Reporting Accuracy: Clean and clear Multi-language reporting features as per business and compliance needs.
• Real-Time Business Insights: A single system to get better business insights which improves decision-making.
• Customization Flexibility: Odoo ERP has the ability to customize according to business needs. 

Conclusion

We have successfully transformed Fernando Tax Management B.V.'s manual work system into a streamlined, efficient automated system using Odoo 18. We did industry specific customization, Odoo Migration to the latest system by resolving critical issues and customized the system to specific business requirements, CandidRoot Solutions enabled smoother operations, better compliance, and increased overall productivity.