Simplee AG, a leading provider of e-mobility infrastructure solutions, needed more than the standard Odoo Project app to manage their complex rollout and operations. In this talk, we’ll explore how they extended Odoo’s native project features by introducing project teams, visibility controls, advanced templates, and smart automation flows between Website, Helpdesk, and Project modules. The result: reduced coordination overhead, better access control, and scalable project execution. Learn how to implement this quickly and effectively through a real-world use case.

Key Points:
- Simplee’s business challenge: managing infrastructure-heavy projects, with a lot of both tangible and intangible infrastructure entities (charging products, cables, installateurs, service providers) and many internal stakeholders.
- Implementation of a project team layer to assign internal and department roles to projects and provide an additional level of depth.
- Implementing visibility restrictions for project-team access in a multi-company setting.
Creating advanced project templates and smart task planning calculations.

Key Learnings:
- How to scale the Odoo Projects app for complex service or commissioning operations.
- Quick wins through automating inter-module workflows.
- Access control strategies that empower teams without overwhelming them.
- Why staying close to standard Odoo, with smart customization, is key.

Intended target audience:
- Companies that specialize in overseeing and delivering complex projects with a broad range of stakeholders (e.g. service companies, consultancies, agencies)
- Anyone working in a business where project management efficiency is critical for profitability and cost control.

About the customer:
As Switzerland’s leading expert in the field of electric mobility, Simplee AG provides a broad range of products and services targeted to meet the requirements of modern electric vehicle infrastructure. Simplee’s mission: to become THE partner and know-how-Hub for e-mobility solutions. This is achieved not only by providing state of the art charging stations and wallboxes, but also by providing invaluable advice and comprehensive solutions for the whole charging infrastructure, consisting of end consumers, property owners, energy suppliers and installation companies alike.