Customer reference
BBCDH
With over 10 years of experience, BBC Habitat Design Energie is a climate engineering specialist. We provide sales, installation, and maintenance of air treatment and renewable energy products for both individuals and businesses. Our primary goal is your complete satisfaction by offering you quality services tailored to your structure.
Industry
Location
ORCHIES, France
Implemented by
Case on Odoo
The context
From an outdated billing tool to an integrated Odoo ERP
BBCDH, also known as BBC Habitat Design Energie, is a climate engineering specialist with over 10 years of experience, providing sales, installation, and maintenance of air treatment and renewable energy solutions for individuals and businesses.
Before the project, BBCDH relied on an old billing system that had reached its limits, required too much manual handling, and did not provide the level of integration and visibility they needed across their financial and commercial activities.
The stakes were to secure a reliable and efficient billing and ERP solution, centralize financial and accounting data, and support BBCDH’s growth with better visibility on orders, payments, and supply chain operations.
Their needs
Replacing a legacy billing system with a reliable, integrated ERP
The client chose to work with Captivea, an Odoo integration expert, to replace their old billing system with a more efficient solution.
- Be reassured on the feasibility of replacing the old billing system with Odoo ERP.
- Ensure that their climate engineering business and processes were clearly understood and properly modeled in the new system.
- Confirm the project budget, timeline, and the concrete way the migration and deployment would be carried out.
- Gain a single, integrated solution to centralize financial information and streamline sales, purchasing, and inventory flows.
The proposed solution
An Odoo ERP foundation structured around finance, sales, and supply chain
Captivea began with a complete analysis of BBCDH’s Odoo environment through business discovery workshops by theme and stakeholder group, then formalized deliverable documents, presented them, and handled feedback. On this basis, Odoo ERP was deployed and structured around the Inventory, Purchase, Accounting, Invoicing, and Sales apps to centralize information, optimize supply management and purchasing processes, and streamline order, billing, and payment tracking in a single integrated 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 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.
Sales & CRM
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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