Customer reference
BatiSafe SAS
BatiSafe is an engineering and project management firm founded in 2007, operating throughout France. The company specializes in fire safety, security, accessibility for people with disabilities, general safety, and energy efficiency. It supports its clients at every stage of their projects, from design to compliance, including building renovation and construction, regardless of size or use.
With Odoo, BatiSafe now benefits from an integrated solution to centralize its sales tracking (CRM, sales) and simplify its accounting management.
Industry
Location
Méry, France
Implemented by
The context
Integrated management for construction consulting and engineering services
BatiSafe SAS is an engineering and project management firm operating throughout France, specializing in fire safety, security, accessibility for people with disabilities, general safety, and energy efficiency for construction and renovation projects of all sizes and uses.
Before the project, BatiSafe was using a 100% standard Odoo package that did not fully reflect the specificities of its construction-related services and progress-based invoicing needs, which limited the level of control and transparency the teams could have on their commercial follow-up and financial data.
The stakes for BatiSafe were to secure reliable, progress-based invoicing for construction services, gain better visibility on commercial activity and financial performance, and ensure that any evolution of their Odoo environment would be both feasible and aligned with their real business processes.
Their needs
Clarifying needs for a tailored, progress-based Odoo ERP
BatiSafe wanted to adapt its initially standard Odoo setup to better match its construction service model, with progress-based invoicing, while being reassured on the feasibility, the approach, the budget, and the project timeline.
- Support services in the construction sector with robust, progress-based invoicing.
- Be reassured on the feasibility of evolving the existing Odoo environment without unnecessary developments.
- Ensure that their specific business processes are correctly understood and reflected in Odoo.
- Confirm a clear budget, implementation approach, and realistic timeline for the project.
The proposed solution
A structured Odoo analysis to secure the right evolution path
Captivea France carried out a complete analysis of BatiSafe’s Odoo environment, combining business discovery and themed workshops by group and domain to understand how the company delivers construction-related services. This work led to formal deliverable documents, a presentation and feedback phase, and a roadmap to leverage Odoo apps including Accounting, Sign, CRM, Sales, and Purchase, so that BatiSafe could centralize its sales tracking and simplify accounting while preparing targeted improvements without unnecessary custom development.
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 feasibility
- 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 deliverable documents
- Present it
- Handle feedback
Odoo apps deployed
The Odoo suite on this project
All Odoo applications, activated at the pace of the client's needs.
Inventory & Manufacturing
Finance
The results
Benefits & returns on investment
What the client gained, day after day, once the solution went live.
Time saving
- Centralized organization of financial documents
- Generate quotes in a few clicks
- Quick sharing of documents
- Simplified supply management
- Automation of intervention schedules
Productivity gain
- Centralized management of leads and customers, increasing sales team efficiency
- Smoother order processing with real-time stock tracking
- Clear visualization of performance and key indicators
- Quick access to employee information
Increase in sales
- Improved client satisfaction through faster project delivery
- Better time management that helps allocate resources to the most profitable projects
- Identification of additional needs through ticket analysis
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