1. Profile
"SkillUp Academy" (fictional): professional courses (classroom + online), corporate training, certification exams, 3 centres, 40 trainers (some freelance), 2,000 students a year.
2. Needs → Odoo
| Need | Odoo solution |
|---|---|
| Course catalogue & online enrolment | eLearning (courses, paid courses via eCommerce) + Website |
| Batches / classroom sessions | Events (multi-slot events in v19; tickets = seat types) |
| Enquiries → admissions pipeline | CRM with web forms, lead scoring, WhatsApp follow-ups |
| Fees & instalments | Sales order + payment terms (instalments) or Subscriptions for monthly fees |
| Exams & certification | Surveys with certification mode, scoring, pass %, certificate template (exactly how Odoo runs its own certification!) |
| Trainer scheduling | Planning (shifts per batch); freelance trainers as vendors with bills |
| Corporate clients | Quotations with section templates; invoicing per batch milestone |
| Student support | Helpdesk + Live chat (AI chatbot/agent in v19+) |
| Feedback | Surveys after each course; ratings |
| Knowledge base | Knowledge public articles (v19: public search for portal users) |
3. Configuration steps
- Website + eLearning: course structure (sections, slides, quizzes), paid course linked to a product.
- Events: event templates per course, tickets (Early bird, Regular), registration questions, badge printing, registration desk kiosk.
- CRM: stages Enquiry → Counselled → Demo attended → Admitted; lead-generation rules from event registrations.
- Survey: certification survey, Scoring with answers at the end, pass 70 %, time limit, certification template, attempts limit.
- Accounting: fee products with GST (18 % for commercial training), instalment payment terms, follow-ups.
- Marketing automation: nurture sequence for enquiries; reminders before batch start.
4. KPIs
Enquiry → admission conversion, fill rate per batch, course completion %, certification pass rate, NPS, revenue per trainer.