Subscription management and secure back-office processes for OneDoc with Odoo
CONSENSO maintains and continues to develop OneDoc's Odoo environment. Orders, subscriptions, recurring revenue, accounting, payroll and HR processes are represented in Odoo — within a specially secured operating and support model.
At a glance
Initial Situation
OneDoc's sales process is run in an upstream CRM system up to the point of quotation. Once a sale closes, the customer orders and subscriptions have to be taken into Odoo and managed across their entire term.
Alongside operational subscription management, OneDoc needs transparency over recurring revenue such as monthly recurring revenue and annual recurring revenue. At the same time, core finance and HR processes such as accounting, payroll, recruitment and employee appraisals are handled through Odoo.
The existing Odoo environment had originally been built by a different implementation partner. A custom-developed solution was in use for Swiss payroll processing. With a current Swissdec-certified payroll solution becoming available, the opportunity arose to replace this customer-specific legacy development with a more standardised solution.
As a company in the healthcare sector, OneDoc also has high requirements for data protection, information security and control over technical access. Odoo is therefore operated on customer-owned infrastructure. Support and further development require a specially secured access concept.
Solution with Odoo
CONSENSO took over responsibility for OneDoc's existing Odoo environment and developed it further on the basis of current business and technical requirements.
Once the upstream sales process is complete, the customer orders are created in Odoo. The associated subscriptions are then managed through Odoo. Contract terms, recurring services and revenue can be tracked and analysed centrally as a result.
The subscription data also forms the basis for recurring revenue analysis. OneDoc can derive metrics such as monthly recurring revenue and annual recurring revenue directly from the subscriptions held in Odoo.
In addition, accounting and payroll as well as further HR processes are represented in Odoo. These include recruitment and employee appraisals. Email marketing is also supported through the shared platform.
An important part of the ongoing development was migrating Swiss payroll from a customer-specific solution to a current Swissdec-certified Odoo payroll solution. This reduced the dependency on a bespoke development grown over many years and brought payroll processing closer to today's Odoo standard.
For support and further development, CONSENSO established a specially secured technical setup. Access to the Odoo systems and databases is controlled via VPN and additional security measures. The productive environment can therefore be maintained without compromising OneDoc's particular protection requirements.
The Odoo solution supports the commercial, financial and HR processes of the business. The medical appointment platform and the actual management of patient appointments are separate OneDoc core systems.
Result
- Central management of recurring customer subscriptions
- Transparency over active contracts and recurring revenue
- A shared platform for subscription management, finance and HR processes
- Reduced dependency on a bespoke payroll development grown over many years
- Greater use of standardised and certified Odoo functionality
- Controlled technical access to the productive environment
- Elevated data protection and security requirements accounted for
- A reliable basis for ongoing support and further system development
- Odoo business consulting combined with specific infrastructure and security expertise
Project at a glance
- Industry
- Digital health and healthcare platforms
- Project type
- Takeover, standardisation and further development of an existing Odoo environment
- Project status
- Live and under continuous development
- Business model: Recurring subscriptions for medical and therapeutic providers
- Hosting: Operated on customer-owned infrastructure
- Highlights: Subscription management, Swiss payroll and secured support access
Competencies
- Accounting & HR
- Digital Health
- Legacy Customization Replacement
- Odoo Application Management
- Odoo Subscription Management
- Recurring Revenue
- Secure Infrastructure
- Swiss Payroll
- VPN Access
About the company
OneDoc is a Swiss platform for digital appointment booking in healthcare. Patients can find doctors, dentists and therapists and book or manage appointments online. For healthcare providers, OneDoc offers online appointment booking, teleconsultations and integration with existing practice management software, among other things.
Medical and therapeutic providers use OneDoc through a recurring subscription. They become visible on the platform and can integrate appointment booking into their own website or existing practice software.
This business model places particular demands on reliable subscription management, the analysis of recurring revenue and the secure processing of administrative company data.
Odoo apps used
Core apps: Sales · Subscriptions · Accounting · Payroll
HR management: Employees · Recruitment · Appraisals
Marketing: Email Marketing
The exact app configuration may include additional technical or supporting apps, given the existing and continuously evolving OneDoc environment.
Integrations and custom extensions
- Handover of the completed sales process from an upstream CRM system to Odoo
- Creation and management of customer orders in Odoo
- Subscription management for recurring customer contracts
- Analysis of monthly recurring revenue and annual recurring revenue
- Migration from a customer-specific Swiss payroll solution
- Introduction of a more standardised, Swissdec-certified payroll solution
- Operation of Odoo on customer-owned infrastructure
- Controlled support access via VPN
- Additional technical security measures for support and further development
- Ongoing maintenance and development of an Odoo environment taken over from a previous implementation partner
Which Odoo apps fit your company?
In a conversation we will clarify whether we already have experience in a similar situation, and what a sensible entry point could look like.