This document summarizes how a distance university runs its operations using Odoo. It discusses the university's study programs and key metrics like employee and student counts. It then outlines how Odoo provides functionality for expenses, HR, accounting, ticketing, mailing and more. Apps are used for areas like admissions, student/teacher/evaluation portals, and connecting to the learning management system. Business intelligence tools give insights into enrollments. HR modules cover leaves, attendance and expenses while finance manages accounting, budgets and reporting. The university aims to improve recruitment, integrate its website and enhance CRM and marketing in the coming years.

1. Running a University with Odoo

2. Our Study Programs
 History, Mathematics, Psychologie
 Law, Economics
 Many continous education courses
 German and French
 .. some in English!

3. Some FernUni numbers
101 Employees
397 Docents
2132
Students

4. Main actors

5. Student Life Cycle
Inscription Semester 1..n Exmatriculation
 Semester Reinscription / Pause… Not common!

6. To run a distance Uni….
 Provided by Odoo
 Expenses
 Employee Management
 Contact management
 Ticketing System
 Mass Mailing
 Accounting
 OCA Tools
 Swiss Localization
 Tier Validations
 MIS-Builder
 MIS-Budget
 Knowledge (Wiki)
WE NEED TOOLS!!

7. To run a distance Uni….
 School Management App
 Backend/Frontend Apps
 Inscription Form
 Student App
 Teacher App
 Evaluation App
 Moodle Connector (Most famous
open source LMS)
 Signal Sign On
 Analytic views for School BI
 ….
and OUR tools….

8. Unique Login (Signal Sign On)
 Same credentials to access Odoo, Webmail, Moodle ...

9. Inscription Formular (before..)
 Skiping Orm, direct querying postgres :(
 Harder to mantain
 Layout obsolete
 Not responsive...

10. Inscription Formular App
 Our employees from Backend:
Marketing: «why did he stop on
step 7 and did not finish?»
Student Services: «here are the
diplomas..»

11. Inscription Formular App
 Fill personal info
 Upload their diplomas
 Answer a survey
 Choose a program
 With a frontend for our
applicants!

12. Business Intelligence
 And compared to previous year?
Data on real time! No pre-cooking
Answer questions
From which country do we get more inscriptions?
From which canton?
Age?, Gender?, Language?

13. Moodle Connector
Odoo launches massive actions
For each semester  Create users (Students / Teachers ..)
 Link the different modules to the programs
 Enroll the students to each module

14. Student App
Student Services (Backend)

15. Student App Students ERP view! Odoo is their Campus!

16. Mass Mailing App
 Integrated in every important Menu inside School (Studies, Modules, ..)
Crucial! Performance! Massive sendings in background
Not spammed
please!

17. Ticketing App
100% Odoo Community (Project / Task)
A project per department or program
Each fetched mail is a new Ticket

18. Teacher App
 Again same concept... student services on
backend

19. Teacher App
 Teachers to Frontend!!

20. Teacher App
Interaction with FernUni
 Expenses
 Change of address (Taxes)
 Evaluation results
 Contact Students
 Introduce exam results
(massive)

21. Evaluation App
 Motor is Survey App
 Survey invitation
 Survey Analytics
Measuring our students satisfaction
with Teachers
with Studies

22. Evaluation App

Information
Based on each Department scope
Teacher view
 Direction view
Edudl
view

23. Human Resources & Employees
 Employee management
 Contract management
 Pay Salaries (provided by B-Tec and swissdec certified)
 Automate IN / OUT of employees
 Employees (based on contract expiration)
 Students (based on Exmatriculation date)

24. HR - Leaves
 Manage leave requests
 (Sick, Holidays, Compensation..)
 Managers need a general overview

25. HR - Attendance
Sign In / Sign Out (… for a specific project)
Report and lock a
month
Theoretical vs Attended

26. HR - Expenses
Overview by the Direction
F.ex. Covid19 < employee costs!
Standard:
 Our employees & teachers
 Request of expenses
 Validation & Approvals

27. Finance
Dealing with usual accounting ops
 Pay our suppliers
 Invoice our students
 Massive Follow ups treatment
 Massive bank payments
 Reconciliation
 Close fiscal year

28. Finance
 Reporting tools (OCA MIS-Reports)
 Customization (Quarters, Comparition, Budget…)
 Status of certain Analytic Account

29. Budgets
 Budget in Universities is crucial
 Departments introduce a yearly budget
 Confirmed by Finance
 Validated by Direction
 Real time control (OCA Mis-Budget)
 By department leaders
 Current Quarter
 Previous Year
 Previous / Quarter

30. Future / Challenges 2021
 HR Recruitment
 Main website integration
 CRM improvement
 Marketing Campaigns
 VOIP for our student services
 Many others …..

31. Thanks!
pedro.gonzalez@fernuni.ch