Customer reference
Divity
Lise is a coach with over 13 years of experience as a nurse anesthetist. She offers innovative support by combining her medical expertise with her coaching skills. Specializing in developing healthy lifestyle habits, she helps clients improve their sleep, manage stress and pain, and adopt a balanced diet. Her training programs also include unique modules focused on emotional management in critical situations, inspired by mindfulness techniques and first aid practices.
Industry
Location
Schieren, Luxembourg
Implemented by
Case on Odoo
The context
Gaining unified control over a growing wellness coaching practice
Divity is a wellness coaching business based in Schieren, Luxembourg, led by Lise, a coach with over 13 years of experience as a nurse anesthetist who combines medical expertise and coaching skills to help clients build healthier lifestyle habits.
Before the project, Divity did not have a fully unified management system, making it harder to centralize information, follow up on client activities, and manage the different aspects of the business in a consistent and structured way.
The stakes were to gain full control over all business activities, reduce manual work, and secure a clear and reliable overview of operations so that time could be devoted to clients rather than administration.
Their needs
A unified Odoo environment to regain control of daily operations
Divity wanted to gain full control over its business activities with a unified management software and chose Captivea to manage its Odoo environment and optimize internal processes.
- Be reassured about the feasibility of using Odoo as the central management tool.
- Ensure that Captivea clearly understood Divity’s wellness coaching business and way of working.
- Confirm a realistic budget and a clear way of implementing the required improvements.
- Define and validate a precise project timeline and methodology for the deployment.
The proposed solution
A phased Odoo analysis as the foundation for optimization
Captivea began the project with a complete analysis of Divity’s Odoo environment, running business discovery workshops by theme and stakeholder group, producing detailed deliverable documents, presenting them, and handling feedback to prepare targeted optimizations across modules such as CRM, Sales, Accounting, Appointments, Employees, Purchase, Expenses, Documents, Sign, Discuss, Knowledge, Dashboard, Calendar, WhatsApp and others.
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
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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