Niederkorn 4645
Luxembourg
CLC Consulting
OVERVIEW OF THE CLC CONSULTING PROJECT
Business sector | Finance/Insurance - Administrative Assistance |
Installed solution | |
Number of employees | 1 - 10 employees |
Year of integration | 2023 |
ERP Integrator | |
Odoo Link |
WHO IS
CLC CONSULTING ?
CLC Consulting is an accounting and administrative assistance office in Luxembourg.
The company was founded by Catherine Levanti.
THEIR NEEDS
The client has already been using the Odoo solution for several months.
The client now wishes to have the support of Captivea Luxembourg to provide support and training on the different Odoo modules.
It is in this context that the collaboration between CLC Consulting & Captivea Luxembourg started.
THE PROPOSED SOLUTION
The first step of this project is to perform a complete analysis of the client's Odoo environment.
Analysis objectives
- To be reassured on the faisability
- Show that we understood their business
- To confirm a budget
- To know and confirm how we will do it
- Know the timeline
Analysis processes
- Business discovery
- Workshops By theme / group of people / domains
- Create the deliverables documents
- Present it
- Handle feedback
Odoo installed modules
Finance
Accounting
Invoicing
Expenses
Spreadsheet (BI)
Documents
Sign
Sales
CRM
Sales
Services
Project
Timesheet
Benefits & Returns on investment
Time saving
- Centralize Information
- Global management tools for the company
- Creation of financial reports in a few clicks
Increase in sales
- Creation of a quote or invoice in a few clicks
- Customer portal
- Follow-up of projects and opportunities