Customer reference
Force 5
Force 5 is a company specialized in the training and the passage of the boat license for sailboats.
Industry
Location
Howald, Luxembourg
Implemented by
Case on Odoo
The context
From manual administration to a unified training management platform
Force 5 is a specialist sailing school that focuses on training and helping people obtain boat licenses for sailboats.
Before the project, Force 5 did not have an integrated management software and had to rely on separate tools and manual processes to run daily operations, manage members and handle training activities.
The stakes were to manage the company efficiently on a daily basis, maintain high service quality for members and keep clear visibility over activities, finances and growth opportunities.
Their needs
An all-in-one system to manage sailing training and members
The client needs to have a management software to manage his company on a daily basis and to offer quality services to his members.
- Centralize information about members, trainings and activities in one system.
- Automate quoting, invoicing and billing to save time and reduce errors.
- Offer an online customer portal where members can register and follow their training.
- Have clear visibility on operations and timelines to plan resources and services.
The proposed solution
An Odoo ERP tailored to sailing training and member services
Captivea Luxembourg deployed Odoo ERP as the central tool for Force 5, configuring Accounting, Invoicing, Sign, eLearning, Sales and Events so that the company could save time, centralize information, automate processes and offer online services to its members.
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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