Transgenia

BACKGROUND

Please describe your company and position.

I am the Administration and Finance Manager of NATASA NACIONAL DE TARIMAS

Describe what your company does in a single sentence.

Produces wooden pallets

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Transgenia to accomplish?

• Ensured the proper setup of all accounts receivable, designed detailed reports, and aligned the entire fiscal operation to enable efficient management through the platform
• Provided comprehensive support in configuring the Odoo accounting module for our client
• As a result, the client now automatically generates account statements, income statements, and financial reports directly from Odoo, optimizing their accounting and fiscal processes.

SOLUTION

How did you find Transgenia?

Online Search

Why did you select Transgenia over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Transgenia were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We provided comprehensive support in configuring the Odoo accounting module for our client. We ensured the proper setup of all accounts receivable, designed detailed reports, and aligned the entire fiscal operation to enable efficient management through the platform. Through specialized consulting and training, we delivered a precise and functional accounting configuration. As a result, the client now automatically generates account statements, income statements, and financial reports directly from Odoo, optimizing their accounting and fiscal processes.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

comprehensive support in configuring the Odoo accounting module. the proper setup of all accounts receivable, designed detailed reports, and aligned the entire fiscal operation to enable efficient management through the platform. Through specialized consulting and training, we delivered a precise and functional accounting configuration. As a result, now automatically generates account statements, income statements, and financial reports directly from Odoo, optimizing ours accounting and fiscal processes.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

It was carried out within the projected time

What was your primary form of communication with Transgenia?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Their monitoring and resolution of problems and queries were impressive.

Are there any areas for improvement or something Transgenia could have done differently?

Yes, but our system has restrictions that did not allow them to do some things.