Professional Services Case Study
Meridian Advisors
An Odoo accounting and CRM integration that cut monthly close time significantly.
-26%Approval Time
The Challenge
Where things stood before
When Meridian Advisors first reached out, a patchwork of tools that never gave a clear, current picture of the business was the issue sitting at the top of their list.
Competitors and peers seemed to have this figured out already, which only made it more frustrating.
The Solution
What we built
We started by getting a clear picture of exactly where things were breaking down before proposing anything.
What we ultimately delivered was an Odoo accounting and CRM integration that cut monthly close time significantly, built specifically around what Meridian Advisors needed.
- Structured so Meridian Advisors's own team could maintain it going forward
- Designed around Meridian Advisors's actual workflow, not a generic template
- Tested thoroughly before launch to avoid post-launch surprises
- Built using Odoo and Python for a stable, maintainable foundation
Results
The impact, by the numbers
-26%
Approval Time
+50%
Reporting Accuracy
96.1%
Team Adoption
+47%
Time Saved Weekly
Tech Stack
Built with
OdooPythonPostgreSQLXML-RPC
Northbridge Industries
Want results like this for your business?
Let's talk about your project — no pressure, just a straightforward conversation about what you need.
Book an Appointment