Project Name
Unified 93 Legal Entities on One Odoo 18 Platform with Custom Marine Insurance, eCommerce Sync, and KYC Flows
Our client is a diversified Indian business group operating across 93 legal entities spanning marine insurance, electronics trading, and eCommerce. Its fragmented legacy systems and manual workflows made it difficult to standardise operations, centralise data, and manage finance, inventory, and online sales across the group. Marine insurance workflows, including policy, coverage, and claims management, were also handled outside any ERP environment.
The client engaged with Ksolves, an AI-first Odoo development company, to design and deliver a group-wide Odoo 18 Enterprise platform covering all 93 entities under a standardised architecture, with custom modules for requirements beyond standard Odoo functionality.
The client needed a unified ERP foundation to standardise operations, centralise data, and manage complex multi-entity workflows at scale.
- Disparate Systems Across 93 Legal Entities With No Single Source of Truth: Finance, inventory, and operational data across 93 entities lived in disconnected systems, making group-wide reporting, data consistency, and process standardisation difficult to achieve.
- No Centralised eCommerce Synchronisation: The lack of a unified eCommerce synchronisation mechanism made it difficult to manage online purchase and sales transactions consistently across entities and maintain automated reconciliation.
- Marine Insurance Workflows Outside the ERP: Policy management, coverage tracking, and claims workflows were handled outside the ERP, creating reliance on manual processes for critical insurance operations.
- KYC and Compliance Flows Unstructured: Indian and overseas customer onboarding lacked a standardised digital process for KYC data collection, verification, and survey-driven workflows across entities.
- No Group-Wide Chart of Accounts or Opening Balance Structure: Different accounting structures across 93 entities prevented consistent financial reporting and meaningful group-level visibility into performance, position, and liabilities.
Ksolves, an AI-first Odoo implementation partner, delivered a group-wide Odoo 18 Enterprise implementation across all 93 entities, covering seven core modules and five custom development workstreams to address the group's industry, compliance, and operational requirements.
- Group-Wide Odoo 18 Enterprise Rollout: Odoo was configured across Sales, Inventory, Accounting, Purchase, Contacts, Surveys, and CRM, with phased deployment across the group's multi-company structure.
- Custom eCommerce Purchase and Sales Connector: A dedicated connector automated and synchronised online purchase and sales transactions across all 93 entities, improving consistency and reconciliation.
- Indian and Overseas Customers KYC Flow With Survey: A Survey-based KYC workflow standardised data collection and validation for both Indian and overseas customer onboarding.
- SB/BRC Module Development: A custom SB/BRC module digitised shipping bill and bank realisation certificate workflows for the group's export and foreign exchange operations.
- Marine Insurance Management Module: A dedicated module brought policy, coverage, and claims workflows into Odoo, replacing manual and offline processes.
- Custom Accounting, Sales, and Purchase Reports: Custom reports were developed for internal reporting needs, supported by a standardised chart of accounts and opening balance structure across entities.
- Custom Approval Flows: Approval workflows were configured across Sales, Purchase, Contacts, and Payments to establish structured authorisation chains for key transactions.
- User Acceptance Testing and Phase-Wise Go-Live : Structured UAT was completed before deployment, followed by phased go-live across entities to ensure a validated and controlled transition.
Technology Stack
| Category | Technology |
|---|---|
| Platform | Odoo 18 Enterprise Edition |
| Custom Module | eCommerce Purchase and Sales Connector |
| Custom Module | Marine Insurance Management |
| Custom Module | KYC Flow With Survey |
| Custom Module | SB/BRC Module |
| Database | PostgreSQL |
| Frontend | Odoo Web Library (OWL) |
A unified Odoo 18 Enterprise platform now standardises operations, centralises data, and connects key workflows across all 93 entities.
- Manual Entity-by-Entity Data Handling Eliminated Across 93 Entities: Standardised finance, inventory, and operational processes on Odoo reduce manual entity-level data handling across the group.
- Single Source of Truth for Group-Wide Financial and Operational Data: A standardised chart of accounts and opening balance structure provides consistent financial and operational data across all entities.
- Online Purchase and Sales Synchronisation Automated Across the Group: The custom eCommerce connector automates online transaction synchronisation, reducing manual reconciliation across entities.
- Marine Insurance Workflows Now Native to Odoo: Policy, coverage, and claims workflows are now managed within Odoo through the dedicated Marine Insurance Management module.
- Scalable Foundation for Group Growth: The multi-entity architecture provides a standardised foundation for onboarding additional entities without building parallel systems.
Managing 93 legal entities across diverse business operations requires more than separate systems and manual processes. Ksolves unified the group’s finance, inventory, eCommerce, KYC, and marine insurance workflows on a single Odoo 18 Enterprise platform, supported by custom modules for specialised requirements. Delivered and certified within nine months, the implementation provides a standardised, scalable foundation for group-wide operations, reporting, and future entity expansion.
Is Your Business Group Still Running Each Entity on a Separate System With No Consolidated View Across the Group?
