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Technologies Involved:
ERP NEXT
Area Of Work: ERPNext
Project Description

Dr Rodney Aziz, Founder, CEO, and Principal General Practitioner of Family Doctor, a network of 114 medical and dental practices across Australia, approached Oodles to implement ERPNext as a centralized system to streamline operations. Oodles delivered a scalable ERPNext solution enabling efficient workflows, secure access, and improved operational visibility across all sites.

 

Scope Of Work

The client sought Oodles to implement ERPNext to manage multi-location operations with integrated project management, purchasing, and approval workflows. The project aimed to create a centralized, secure, and scalable ERP system that ensured data integrity, streamlined approvals, and improved operational visibility across all sites. Oodles provided services including ERPNext environment setup, core module configuration, custom workflow implementation, and integration with Microsoft Teams, SharePoint, and Azure AD. This implementation enabled structured project and purchase management, automated approval processes, and reliable reporting to support the client’s operational requirements.

 

Our Solution

By implementing a structured and scalable ERPNext solution, we enabled efficient project and purchase management with automated approval workflows and secure access across multiple locations. The solution leveraged ERPNext’s modular architecture and Microsoft ecosystem integrations to ensure centralized data visibility, reliable reporting, and operational efficiency.

Our solution for Dr Rodney Aziz includes:

  • Designed a scalable ERPNext architecture
  • Implemented Projects and Buying modules
  • Configured custom approval workflows for Capex, IT, and Medical Supplies
  • Set up role-based access control with Azure AD integration
  • Integrated Microsoft Teams and SharePoint for approvals and document management
  • Configured dashboards, reporting, backups, and monitoring