PT. Rameli Advisory Indonesia

Company profile

PT. Rameli Advisory Indonesia is a financial services company providing a wide range of advisory and accounting services. Their expertise includes Debt Restructuring, Accounting Services, M&A Advisory, Tax Services, Buy and Sell Side Advisory, and both Financial and Tax Due Diligence. The company serves clients across various industries with deep financial insights and transaction support.

Industry: Financial Services

Team Size: 200–500 Employees

Hosting: On-premises

Location: Indonesia

Challenges Faced

PT. Rameli Advisory Indonesia required a fully integrated ERP system to streamline internal operations and client project tracking. Specific needs included:

• Sales service management with project-based cost tracking
• CRM and opportunity management to enhance client engagement
• Comprehensive HR features such as leave, timesheet, job planning, and reimbursement workflows
• Handling of employee advances, overtime tracking, health ceilings, and multi-step approval processes

Odoo Implementation

Key Features Implemented

• CRM, Sales, Purchase, Accounting, and HR modules were deployed without customization
• Efficient configuration ensured support for project-based sales, expense tracking, and employee operations
• Aligned system processes with Rameli’s service-oriented business model, allowing scalability and efficient resource use
  

Business Benefits

Efficient Project & Client Management

• Enhanced tracking of sales services by project
• Better visibility into cost structures and client profitability

Streamlined HR & Finance Operations

• Fully digital leave, overtime, advance, and reimbursement processes
• Clear employee planning and compliance with internal policies

Improved Customer Engagement

• Centralized CRM and opportunity tracking for all advisors
• Data-driven follow-ups and faster response to client inquiries

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