2ème étage
Luxembourg L-2449
Luxembourg
IBS & Partners
Overview of the IBS & partners Project
Business sector | Finance/Insurance - Consulting Services |
Installed solution | |
Number of employees | 1 - 10 employees |
Year of integration | 2022 |
ERP Integrator | |
Odoo Link |
WHO IS IBS & PARTNERS ?
IBS & Partners has developed a multi-skilled team in order to meet the requirements of an international clientele:
- Managerial support (management and administration)
- Incorporation and domiciliation of companies
- The evaluation of companies
- Accounting services
The originality of IBS & Partners is to offer, through a single contact, a set of customized services, managed and executed by professionals, specialists in their sectors.
Since 2002, IBS & Partners S.A. is a member of the international network CLARKSON HYDE (https://www.clarksonhyde.com/) which gathers economic advisers and chartered accountants on the 5 continents.
THEIR NEEDS
The customer has several solutions to manage his activities.
The client wishes to digitize its processes to be more reactive & free up time for its employees to provide more advice to its customers.
It is in this context that the client chose the odoo solution in order to centralize the different departments and activities on a single solution.
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
Marketing
Social Marketing
Email Marketing
SMS Marketing
Events
Marketing Automation
Surveys
Human Resources
Employees
Recruitment
Time Off
Appraisals
Productivity
Knowledge
Website Builder
Website Builder
eCommerce
Blogs
Services
Project
Timesheet
Appointments
Sales
CRM
Sales
Benefits & Returns on investment
Time saving
- Automated Billing
- Creation of a quote in a few clicks
- Customize Odoo Screens
- Centralization of Information
Productivity gain
- Optimization of purchasing management
- Optimization of inventory management
- Planning of tour plans for installers
- Management of the maintenance of the machine park
Increase in sales
- Automation of the company's processes
- Better visibility of employee timesheets and automatic invoice generation
- Improved communication with suppliers & customers