Duration: 24:23
PART 1 — Analytical Summary 🚀
Context 💼
This session from Odoo Experience 2025 features Nemo, Director of Operations at Sodexis (an official Odoo partner), showcasing how Perfect Golf Event (PGE) streamlined and automated its client onboarding for golf-event insurance using an integrated Odoo Sales + Customer Portal + eCommerce + Sign + eLearning flow. PGE, founded in 2015 with just over 10 employees, supports organizers of fundraising golf events and expects to host 5,000 events in 2025—processing more than $50M in registrations and sponsorships through its software. The talk explains why centralizing processes in Odoo mattered, what was customized, and how the workflow reduces manual overhead at scale.
Core ideas & innovations 🧠
PGE previously managed quotes and contracts across disparate tools (spreadsheets, DocuSign, email), creating friction, delays, and silos. Instead of bolting on more apps, the team centralized everything in Odoo v17 (hosted on Odoo.sh), leveraging standard building blocks and targeted customizations. The baseline Odoo flow—send a quote, customer reviews in the Customer Portal, signs via Odoo Sign, and pays online—was extended into a full self-service onboarding sequence purpose-built for event insurance.
The centerpiece is a configurable insurance engine inside Odoo Sales. Products are flagged as insurance products, with maintainable configurations (no hard coding) to handle multiple event types—e.g., hole-in-one, putting contest, and shootout. PGE can define the insurance rate schedules (imported or entered based on underwriter pricing), contest distances, attempts, and prize values. During quoting, a guided “Add Insurance Product” action prompts the salesperson to enter attempts, select applicable distances, and set prize values; rates and premiums are then auto-calculated from the configured schedule, while PGE sets the customer-facing price (including margin).
After the customer signs and pays, a custom portal flow takes over: the buyer completes event details (golf course and holes), watches a required eLearning video hosted on YouTube for the specific insured contest (validated through an access code in the video), and signs separate terms and conditions for each insurance product via Odoo Sign. If a user exits mid-way, a “resume progress” feature picks up right where they left off, aided by automated reminder emails. Edge cases are covered—for example, a checkbox marks “manually signed terms and conditions” when a PDF is signed offline, and certain event details (like hole assignments) can be edited up to a cutoff before the order is locked.
This solution complements PGE’s broader stack and roadmap: they migrated from Odoo v14 to v17 (Sodexis helped complete the last 6–8 weeks) and rely on the Sodexis TaxCloud connector for sales tax management in the United States. PGE sponsored enhancements to the TaxCloud integration in v17, and Sodexis launched an insurance rate calculator in early 2025. Future phases include deeper Purchasing and Accounting in Odoo and potential WooCommerce integration to unify additional sales channels.
Impact & takeaways ⚙️
The result is a single, integrated workflow that converts a historically manual, multi-touch process into a guided, self-service experience with built-in validation, signatures, and status tracking. Administrative overhead is dramatically reduced: sales teams no longer chase signatures, checklists, and confirmations across email threads, and customers can complete everything inside the portal. The approach emphasizes “configure over code,” empowering PGE to add new contest types or rate rules without development.
Reported effort for the end-to-end design, spec, development, testing, training, and iterations was about 120 hours—purposeful given PGE’s volume (5,000 events/year). The business case is clear: faster cycles, fewer errors, and consistent compliance. In short, Odoo acts as the system-of-record and system-of-action, with Sign, eLearning, Website/Portal, and the TaxCloud connector working in concert to automate onboarding for complex products like event insurance. 💬
PART 2 — Viewpoint: Odoo Perspective
Disclaimer: AI-generated creative perspective inspired by Odoo's vision.
What I love here is how much can be achieved by composing the standard bricks: Sales, Portal, Sign, eLearning, Website, and a tax connector. When customers keep the core simple and integrate the essentials, the result is a clean, maintainable flow that scales without complexity.
This project also highlights the strength of the Odoo ecosystem. Partners like Sodexis make it possible to turn a niche onboarding journey—insurance for golf events—into an elegant, self-service experience. It’s a great example of our philosophy: simplify the process for users, keep the data in one place, and give businesses the tools to move faster together with their community.
PART 3 — Viewpoint: Competitors (SAP / Microsoft / Others)
Disclaimer: AI-generated fictional commentary. Not an official corporate statement.
The strength of this implementation is the seamless UX: quoting, payment, learning validation, and multi-document e-signing in a single portal. Odoo’s composability makes for rapid time-to-value, especially for SMBs and mid-market teams that need integrated workflows without a heavy IT footprint.
The challenge will be long-term governance at scale—ensuring underwriting rules, rate schedules, and contract variants remain compliant across jurisdictions, while maintaining auditability and performance as volumes grow. Larger enterprises will look for guarantees around data residency, SSO/identity, and multi-entity financial consolidation. That said, for organizations prioritizing speed, usability, and cost-effective automation, this is a strong showing that raises the UX bar even for platforms like Dynamics 365 and SAP’s broader suites.
Disclaimer: This article contains AI-generated summaries and fictionalized commentaries for illustrative purposes. Viewpoints labeled as "Odoo Perspective" or "Competitors" are simulated and do not represent any real statements or positions. All product names and trademarks belong to their respective owners.