umbrella.associates GmbH

umbrella.associates GmbH are experts in Digital Identity and develop sustainable solutions for the IT security of their clients.

Industry
PROFESSIONAL SERVICES, IT & COMMUNICATION

Challenge 


umbrella.associates, founded in 2020 in the midst of the pandemic, has grown into a thriving company with a team of 11 employees despite challenging circumstances. As a digital-native enterprise, they operate 100% virtually and excel in digitalization – thanks in part to Odoo. Their portfolio includes sophisticated, strategic consulting services in the fields of Identity & Access Management, CIAM, and Privileged Access. Since its inception, umbrella.associates has managed all core processes – from quotation generation and time tracking to project management, invoicing, and financial administration – entirely within Odoo.

Solution


umbrella.associates initially started with Odoo Community Version 11, later upgraded to Version 12, and is now working with Odoo V16 Enterprise. OBS Solutions was chosen as a partner to implement the DATEV interface in Odoo. The integration process was quick and seamless, and the interface was effortlessly integrated into the existing software environment of umbrella.associates. Since its implementation, the DATEV interface has been running smoothly. When the time came for an upgrade, umbrella.associates once again placed their trust in OBS Solutions. The upgrade process was carried out collaboratively, and all customizations to fit the company’s specific processes were successfully implemented.


The project with OBS Solutions stands out for its speed, solution-oriented approach, and sustainable added value. The implementation of the DATEV interface led to a significant increase in efficiency within the accounting department. Comprehensive and clearly structured data ensures that since its inception, the company has maintained impeccable figures, statistics, and analyses for business management – an invaluable advantage confirmed during multiple audits, all of which concluded without any findings. What is particularly impressive is the level of digitalization achieved by umbrella.associates. All company documents from the past five years fit into a single shoebox, while the rest is stored digitally and readily accessible. As an IT-savvy company, umbrella.associates also values the flexibility of Odoo, which allows them to independently tailor the system to their specific processes. This level of control and adaptability has become a key success factor for them. The satisfaction with both the solution and the partnership with OBS Solutions is further reflected in their decision to expand their use of Odoo. A newly founded sister company will also operate with Odoo, and in the private sphere of the managing director, yet another business is set to launch on Odoo SaaS in 2025. “We backed the right horse and can wholeheartedly recommend Odoo based on our personal experience – thanks to a strong partner like you!” – Roland Baum, Managing Director, umbrella.associates

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