Customer reference
DE RIBEIRO
An one-stop-shop for business development, project management, digital transformation, and business automation services.
Her team of experts has extensive experience working with businesses across a wide range of industries, helping them achieve their goals and grow their bottom line. From startups to large corporations, we have the skills and knowledge to deliver customized solutions that meet your unique needs.
Industry
Location
Luxembourg
Implemented by
Case on Odoo
The context
An adapted Odoo environment ready for a strategic upgrade
DE RIBEIRO is an IT/Communication company acting as a one-stop-shop for business development, project management, digital transformation, and business automation services across a wide range of industries.
Before the project, the client was running on an Odoo Enterprise V10 environment on which many adaptations and developments had been made, without a clear, structured view of how these customizations would impact a migration to the latest Odoo version.
The stakes were to secure a smooth migration to the latest Odoo version, protect existing investments in custom developments, obtain reliable visibility on budget and timeline, and ensure that the future environment would fully reflect the way the business operates.
Their needs
Clarifying the path to a safe Odoo migration
The client asked for expert support to analyze their customized Odoo Enterprise V10 environment in depth, in order to validate the feasibility of a migration to the latest Odoo version and to understand the associated budget, approach, and timeline.
- Be reassured on the feasibility of migrating their adapted Odoo Enterprise V10 environment to the latest version.
- Confirm that their business processes and constraints were fully understood before starting the migration.
- Obtain a clear and confirmed budget and approach for the migration project.
- Know and validate the expected project timeline before committing to the next steps.
The proposed solution
A structured analysis of the existing Odoo Enterprise environment
Captivea Luxembourg conducted a complete analysis of the client’s Odoo Enterprise V10 environment, running business discovery workshops by theme, group of people, and functional domains, then producing detailed deliverable documents that were presented to the client and refined through feedback to confirm feasibility, approach, budget, and timeline for the migration to the latest Odoo version.
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
Marketing
Productivity
Technical
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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