FLUX Advisors
Overview of the FLUX ADVISORS Project
Business sector | Finance/Insurance - Consulting Services |
Installed solution | |
Number of employees | 1 - 10 employees |
| Year of integration | 2023 |
| ERP Integrator | |
| Odoo Link | Flux Advisors |
WHO IS FLUX ADVISORS ?
Flux Advisors is a fiduciary located in Luxembourg City.
With more than 25 years of experience, the partners offer the following services :
- Advisors for entrepreneurs and companies
- Independent administrator
- Creation and liquidation of companies
- Auditing of accounts
THEIR NEEDS
The client's job involves many administrative and time-consuming tasks.
The client also wanted to create innovative services for its customers.
It was in this context that the client asked Captivea to implement Odoo and digitalize the company's processes.
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
Website Builder
Website Builder
eCommerce
Blogs
Forum
Live Chat
eLearning
Marketing
Social Marketing
Email Marketing
SMS Marketing
Events
Marketing Automation
Surveys
Services
Project
Timesheet
Appointments
Sales
CRM
Sales
Benefits & Returns on investment
Time saving
- Automated Billing
- Creation of a quote in a few clicks
- Centralize Information
Increase in sales
- Automation of the company's processes
- Better visibility of employee timesheets and automatic invoice generation
- Improved communication with suppliers and customers