MARKET RESEARCH
SINGAPORE

Asia Insight

Award-Winning Market Research Firm in Singapore — Odoo 18 Enterprise for Integrated Research, Field Work & Business Operations

CRM to Project

Connected CRM, Sales, Project & Finance workflows

Field Work

Assignments, surveys, submissions & payments

SG Compliance

Payroll, CPF & HR aligned with Singapore
localisation

Survey & Analysis

Track field activity and analyse survey results

About the Client

About Asia Insight

Asia Insight opened its doors in 1996 and is an award-winning market research firm in Singapore. Its expertise spans new product development, branding decisions, innovation, performance tracking, and customer experience research.

Asia Insight brings insights that help clients transform brands and seek new growth opportunities through customized research. Its work covers Asia's offline and online terrain, with a focus on innovation, market entry, channel strategy, competitive intelligence, and service excellence.

Industry

Market Research Firm

Client

Asia Insight

Location

Singapore

Solution

Survey, Field Work, HRMS, ERP Operations & Analytics

Business Challenges

Challenges Before the Odoo ERP Implementation

Disconnected Sales & Purchase Processes

Sales quotations, purchase orders, and project procurement were managed independently, with no automated linkage between confirmed sales and the related purchase and project requirements. This caused delays, manual effort, and frequent follow-ups.

Manual, Spreadsheet-Based Tracking

Field work and surveys were managed through internal resource processes with limited visibility and no centralized dashboard. Leadership lacked real-time KPIs for projects, resource utilization, and field work activities.

Disconnected Accounting & Finance

Accounting remained separate from sales, purchasing, and inventory. Invoices, vendor bills, and stock movements required manual re-entry or reconciliation, while field-work payments lacked a centralized tracking mechanism.

Fragmented HR, Expense & Project Planning

Asia Insight lacked a centralized system for field-work records, attendance, employee payments, payroll and CPF. CRM, sales, project management, and resource planning were also not integrated, limiting visibility into project status, costs, timelines, and profitability.

Our Solution

How SerpentCS Solved It

SerpentCS implemented Odoo 18 across CRM & Sales, Project & Planning, Purchase & Inventory, Accounting, HRMS, Field Work, Survey, Barcode, and Dashboards, creating one integrated ERP environment for Asia Insight. The solution connects lead-to-project workflows, procurement, inventory, field operations, invoicing, HR, and reporting in a single Odoo database.

Unified CRM-to-Project Flow — The disconnected CRM-to-quotation and quotation-to-project processes were replaced with a unified flow covering planning, resource allocation, timesheets, procurement, and execution.

Centralized Field Work Management — A structured custom Field Work module manages project types, survey assignments, task progress, submissions, and field-work payments in one traceable workflow.

Asset Management for Field Work — Odoo Barcode supports daily asset allocation and movement, with centralized visibility of in-stock, repaired, and unused assets plus daily utilization reporting.

HR, Attendance, Payroll & CPF — Odoo HR was configured for Singapore requirements, covering employee records, attendance, payroll, CPF, and expenses. CPF contribution files can be generated for bank submission.

Project & Planning — Project Management and Planning coordinates field-work tasks, surveys, asset allocation, work submission, review, approval, finance, and payment processing.

Dashboards & KPI Visibility — Role-based dashboards provide Proposal Hit Rates, Sales vs. Target Revenue, Three-Year Sales Performance, Project Performance, Field Work Analysis, Cash Flow, and Financial Ratios.

Key Implementations

Odoo 18 CRM & Sales Management

Purchase & Inventory Management

Accounting Management

SG HRMS Management

Field Work Management Workflow

Project & Planning

Asset Management & Barcode

Payroll, CPF & Bank Files

Key Results

Business Impact

One ERP Replacing Spreadsheets

Sales, purchase, inventory, and accounting now run on one Odoo 18 database, replacing internal spreadsheets with a consistent source of truth and dashboards with filters and sharing.

Streamlined CRM-to-Sales-to-Project-to-Finance Flow

Confirmed sales orders now connect product configuration, templated project creation, and the Finance & Budget flow against relevant technology-partner vendors, reducing manual follow-ups.

Real-Time Field Work Progress

The Field Work Management module shows how many field-work tasks and surveys are allocated to each project, while survey analysis can be tracked, shared, and matched to client requirements.

SG Localisation Package

The SerpentCS Singapore Localisation Package supports Ministry compliance, overseas employee management, and Singapore payroll and CPF processes.

CPF Bank File Reduced Waiting Period

CPF payment processing now reduces spreadsheet calculations and approvals, with faster payslip tracking and batch-wise CPF payment files plus payment advice for bank submission.

“

Asia Insight, a leading market research firm in Singapore, streamlined its operations with a customized Odoo 18 Enterprise ERP implementation by SerpentCS. The solution unified CRM, Sales, Projects, Purchase, Inventory, Accounting, HR, Field Work, Survey, and Dashboards on one platform. This integration improved project visibility, field-work management, financial control, and Singapore payroll and CPF compliance.