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Case Study: Odoo ERP Canvas
Sketching Pen Feature

Case Study: Odoo ERP Canvas Sketching Pen Feature

Writer: Tekgenio Writer

Header: Giammarco Boscaro via Unsplash

Project Overview

Modularex, a company focused on efficient workspace management, required a highly customized digital workspace within Odoo ERP to improve their note-taking, collaboration, and documentation processes. Their key requirement was to replicate features similar to Microsoft OneNote, enabling seamless organization, annotation, and content creation.

Challenges

  • Lack of a flexible digital workspace in Odoo.
  • Need for zoomable and interactive note-taking capabilities.
  • Absence of multimedia support for capturing images from device, voice notes, and video notes.
  • Requirement for freehand sketching and annotation tools.
  • Limited text-editing and insertion flexibility within the workspace.

ERP Consultation

Solutions Implemented

Our team worked closely with Modularex to develop a highly interactive Canvas Workspace within Odoo ERP. The implementation included the following features:

Solutions Implemented

  • Implemented a zoomable workspace allowing users to freely navigate and adjust their view, similar to OneNote.
  • Enabled users to write, annotate, add images, and highlight content as needed.
  • Introduced an intuitive drag-and-drop feature for organizing notes, sketches, and multimedia elements.

2. Sketching & Annotation Tools

  • Developed a sketching feature that allows users to draw freehand just like OneNote sketching.
  • Integrated pen, highlighter, and eraser tools for annotation.
  • Enabled the ability to add multiple layers to sketches for better organization.
  • Allowed users to save sketches as images or keep them editable within the workspace.

3. Enhanced Multimedia Capabilities

  • Camera Integration: Added a camera icon to capture and insert images directly within the workspace.
  • Voice Notes: Users can record and attach voice notes to their workspace.
  • Video Notes: Enabled video recording and embedding, improving documentation and collaboration.

4. Dynamic Text Editor with CKEditor

  • Integrated CKEditor to allow easy text entry anywhere within the workspace.
  • Users can click anywhere to insert text, mimicking the flexibility of Microsoft Word.
  • Implemented the page break feature for better document structuring.
  • Included rich text formatting, tables, and list functionalities.

Results & Impact:

  • ✅ Improved collaboration and efficiency: with a versatile workspace.
  • ✅ Enhanced note-taking and documentation: through sketching, annotation, and multimedia.
  • ✅ Boosted user engagement: with a more intuitive and interactive UI.
  • ✅ Streamlined workflow within Odoo ERP: by eliminating the need for external note-taking tools.

Conclusion

The successful customization of Odoo ERP for Modularex has transformed their workspace management. By replicating OneNote-like functionality within Odoo, we provided a seamless digital workspace, enabling real-time collaboration, sketching, and enhanced multimedia integration. This implementation has significantly improved productivity and user experience within their organization

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Odoo Implementation ERP System Business Management APO System ERP Management Automation Digitisation

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