Itransition Group
1705 S. Capital of Texas Hwy.Suite 500,
Austin, 78746, TX,
United States
Austin, 78746, TX,
United States
1 512-782-4386
Professional Services
Itransition Group
List of Software Implementations where Itransition Group is Reseller or System Integrator
Itransition Group, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Itransition Group collaboration with software players such as Odoo empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
Itransition Group is a Reseller or SI for the following software solutions:
| Reseller and SI | Vendor | Application | Category | Market |
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| Itransition Group | Odoo | Odoo Hospital Management | Hospital Management | ERP Services and Operations |
List of Software Implementations where Itransition Group is a Reseller or SI
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
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Healthcare | 135 | $15M | United States | Odoo | Odoo Invoicing | AP Automation | 2021 |
In 2021 Maxmed Healthcare deployed Odoo Invoicing as part of a broader Odoo suite implemented and delivered by Itransition Group, hosted on Odoo.sh. The rollout included core modules Contacts, CRM, Sales, Invoicing, Timesheet, Project, Purchase, Employees, Leaves/Time Off, Recruitment, Helpdesk, Documents, eSign, and Payroll data import, aligning finance and contract billing under a centralized platform. This deployment targeted tender management, contract administration, and accounts receivable and accounts payable workflows, positioning Odoo Invoicing within the AP Automation category to support billing tied to time-and-material contracts.
The implementation configured Odoo Invoicing to generate client invoices from employee timesheets, with invoice calculation logic altered to use timesheet entries for a selected billing period. Sales Order was relabeled Contracts and linked to Opportunity cards in CRM to maintain tender to contract traceability, while Projects were used to break contracts into tasks and assign staff. Custom features included contract requirement checklists, contract lifecycle notifications at 90, 30, and 15 days before end date, de-obligation to reduce assigned hours and resynchronize remaining work estimates, and archiving for completed contracts.
Integration work established a daily Paycom export into a Paycom FTP server, followed by Odoo collection and parsing to populate Recruitment, Employees, Payroll, and Timesheet modules, enabling timesheet-driven invoicing. Document management was extended with third-party OneDrive and Google Drive connectors enhanced via OAuth2 and REST API, and a Google Drive picker for import and real-time editing workflows, all tied into the Odoo Documents and eSign modules. Data migration scripts in Python ingested Unity database backups and Excel spreadsheets, converted binary attachments from Unity into standard DOC XLS and PDF files, and created timesheets first to enable correct invoice generation in Odoo Invoicing.
Governance and process restructuring emphasized a data migration roadmap that sequenced interdependent objects first, stakeholder reconciliation to correct source data inaccuracies, and the establishment of single point of access for tender, contract, and employee records. Operational changes included standardized checklist templates for tender and contract approvals, linkage of Helpdesk tickets to Employee records and Notices for disciplinary tracking, and calendar and discuss features to centralize internal scheduling and communications. Itransition implemented custom templates and automation to align budgeting, payroll parameters by US state tax rules, and document expiration alerts for HR compliance.
The delivered Odoo Invoicing capability within the AP Automation scope produced a unified CRM ERP HR environment that centralized tender, contract, employee, and financial data. As an outcome explicitly recorded by the project team, the unified solution enables Maxmed Healthcare to store all their data in one place and eliminates the need for separate updates and synchronization across disconnected tools, simplifying tender and project management workflows.
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Healthcare | 135 | $15M | United States | Odoo | Odoo Documents | Document Management | 2021 |
In 2021, Maxmed Healthcare implemented Odoo Documents in the Document Management category as part of a consolidated Odoo suite to centralize tender, contract, and employee documentation. The deployment was hosted on Odoo.sh and delivered by Itransition Group, embedding Odoo Documents alongside Contacts, CRM, Sales, Invoicing, Timesheet, Project, Purchase, Employees, Leaves/Time Off, Recruitment, Helpdesk, eSign, and a Payroll data import flow.
Odoo Documents was configured for centralized storage, attachment categorization, and in-context document linkage to Opportunity and Employee records. Because the out-of-the-box Documents module lacked in-app preview and real-time edit capabilities, Itransition Group augmented it with third-party modules and a OneDrive connector, customizing folder creation and an edit workflow that opens selected files directly in OneDrive edit mode. A Google Drive integration and custom picker were implemented using OAuth2 and REST API patterns to import and export attachments, and document assembly logic was added to merge selected files into single PDF proposals for tender submissions.
Integrations extended into HR and finance, with Paycom integrated via a daily export to a Paycom FTP server and parsing scripts to populate Recruitment, Payroll, and Timesheets modules. Data migration included extraction of client, contract, and employee data from Unity and NetSmart, conversion of binary attachments into DOC, XLS, and PDF formats, and scripted Python imports to attach migrated files to Opportunity cards and employee profiles within Odoo Documents. The operational scope covered sales, HR, finance, and delivery use cases and supported 10 Odoo users at Maxmed Healthcare.
Itransition Group embedded governance and workflow changes inside the suite, adding checklist templates on Opportunity and Contract cards, renaming Sales Orders to Contracts, and aligning fields between CRM and Sales Order to ensure data consistency. Customizations included a budget calculation tab on Opportunity cards with staffing cost parameters and automatic state tax selection by facility location, a de-obligation feature to adjust assigned hours and propagate remaining work estimates, invoice generation tied to timesheets, and notifications for contract end dates and document expirations. Helpdesk, Notices and Disciplinary Measures, and Employees modules were linked so client complaints and disciplinary records are surfaced on employee profiles for traceability.
The result was a unified Document Management implementation using Odoo Documents as the single repository for tender, contract, and HR documentation, enabling automated proposal generation, synchronized attachments across CRM and operational modules, and centralized auditability for personnel files and contract documents.
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Healthcare | 135 | $15M | United States | Odoo | Odoo Time Off | Time and Attendance | 2021 |
In 2021, Maxmed Healthcare implemented Odoo Time Off as part of a broader Odoo-based Time and Attendance deployment. Itransition delivered the solution hosted on Odoo.sh, provisioning a consolidated suite that included Contacts, CRM, Sales, Invoicing, Timesheet, Project, Purchase, Employees, Leaves/Time Off, Recruitment, Helpdesk, Documents, eSign, and Payroll with payroll data imported from a third-party service.
The implementation configured Odoo Time Off to align with Paycom rules for leave allocation, enabling start date options based on calendar year or employee hire date and configurable rollover with limits. Timesheet capture was centralized in the Odoo Timesheet module to feed contract billing, while the CRM was extended with a custom budget calculation tab on Opportunity cards to model staffing costs, apply state tax rates based on facility location, and generate project budget PDFs. The Sales Order module was relabeled and configured as Contracts, linking tender Opportunity cards to contract records, enabling project creation from templates, contract requirement checklists, a de-obligation feature to reduce assigned hours, and automated notifications 90, 30, or 15 days prior to contract end.
Integrations and data flows were explicit and layered. Paycom was integrated via a daily Paycom FTP export guided by a Paycom report template that maps Paycom fields to Odoo, with Odoo modules parsing and importing the feed. Document collaboration integrated OneDrive through a third-party module customized to open files in edit mode and to improve folder creation logic, and a Google Drive integration used OAuth2 and REST API calls plus a third-party Google Drive picker to import and export attachments. Data migration was executed from named prior systems Unity and NetSmart, Itransition extracted a Microsoft SQL backup from Unity, wrote Python scripts to migrate interdependent records in a roadmap sequence, converted Unity binary attachments into DOC, XLS, and PDF formats, and imported employee timesheets from Excel before creating invoices linked to those timesheets.
Operational governance and workflow changes focused on information centralization and traceability. Employee profiles in the Employees module were extended with a Documents tab and expiration tracking to trigger renewal reminders, Discuss and Calendar modules were used for internal coordination, and Helpdesk was linked to the Notices and Disciplinary Measures module to attach tickets and disciplinary notices to employee records. Itransition established a data migration roadmap that prioritized highly interdependent objects first and collaborated with stakeholders to resolve source-data inaccuracies before cutover.
The delivered Odoo Time Off and the surrounding Time and Attendance implementation provided Maxmed Healthcare with a unified CRM ERP and HR environment, enabling centralized storage of tenders, contracts, employee records, and documents, and removing the need for ongoing cross-system synchronization.
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Healthcare | 135 | $15M | United States | Odoo | Odoo Timesheet | Time and Attendance | 2021 |
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Healthcare | 135 | $15M | United States | Odoo | Odoo Contracts | Contract Lifecycle Management | 2021 |
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Healthcare | 135 | $15M | United States | Odoo | Odoo CRM | CRM | 2021 |
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IT Decision Makers and Key Stakeholders at Itransition Group
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Buyer Intent: Companies Evaluating Itransition Group Services
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Itransition Group software implementations. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Itransition Group professional services include:
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
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Radixweb | Professional Services | 10 | $1M | United States | 2025-12-02 |
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Tatvasoft | Professional Services | 1350 | $90M | India | 2025-09-09 |
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MerQube | Banking and Financial Services | 60 | $6M | United States | 2025-08-29 |
Itransition Group System Integrator / VAR Profile
Itransition Group is a system integrator and technology consulting firm headquartered in Austin, United States, with approximately 2000 employees and annual revenues of $500M.
Itransition Group implements and supports enterprise applications across markets such as ERP, Content Management, HCM and CRM.
APPS RUN THE WORLD tracks 16 verified Itransition Group software implementations across industries and regions, including: Maxmed Healthcare where Itransition Group implemented Odoo Invoicing, Maxmed Healthcare where Itransition Group implemented Odoo Documents, and Maxmed Healthcare where Itransition Group implemented Odoo Time Off.
Itransition Group has a strategic VAR/SI partnership with Odoo, backed by verified deployments.
Over the last few months, we recorded 3 evaluations related to Itransition Group's services, including Radixweb, Tatvasoft and MerQube.
Independent Software Vendors (ISVs) can boost their ecosystem by identifying existing Itransition Group partnerships, building strong channel relationships, and forging strategic implementation alliances to expand customer reach and accelerate adoption.
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