Tutamen/东莞彩美金属制品有限公司
Company Profile
Tutamen is a consulting company dedicated to helping businesses strengthen their internal controls, risk management, and compliance frameworks. Known for its deep expertise in corporate governance and internal auditing, Tutamen supports clients across various industries in meeting regulatory standards and optimizing operational integrity. Tutamen works closely with companies to design and implement control mechanisms, ensure regulatory compliance, and support organizational resilience. Their tailored approach helps clients protect assets, minimize risk, and maintain operational efficiency.
Industry:
Consulting (Risk, Compliance, Internal Control)
Team Size: 10-50 Employees
Hosting: Odoo.sh Cloud
Locations: China
Challenges Faced
Tutamen faced several operational challenges that needed to be addressed through a comprehensive ERP solution:
- Manual Process & Data Fragmentation: The use of spreadsheets and siloed documents led to inefficiencies in tracking engagements, managing documents, and coordinating audits or advisory missions.
- Limited Visibility on Project Progress: Difficulty in monitoring project timelines, client deliverables, and internal resources made scaling operations harder.
- Need for Structured Knowledge Management: The lack of a centralized platform resulted in knowledge loss and difficulties in sharing insights across the team.
Odoo Implementation
Key Features Implemented
- Project for tracking engagements, deliverables, timelines, and task assignments
- Document Management System (DMS) to centralize reports, compliance checklists, and working papers
- CRM Module to manage leads, client follow-ups, and opportunity tracking
- Timesheets & Expense Tracking for internal cost allocation and client billing
- Accounting Configuration for invoicing and financial reporting, in line with consulting billing models
Business Benefits
Centralized Project & Knowledge Management
- All engagements, deliverables, and client records accessible in one platform
- Better collaboration and consistency across internal audit or compliance projects
Improved Project Visibility & Efficiency
- Real-time tracking of project progress and internal resource allocation
- Faster and more reliable reporting to clients and stakeholders
Streamlined Billing & Client Follow-up
- Integrated timesheet-to-invoice process to ensure accurate and timely billing
- Automated reminders and CRM tracking for better client management
Foundation for Scalable Growth
- A modular and flexible ERP system that adapts to new consulting services or expanded client portfolios
- Easier onboarding of new consultants with standardized tools and processes