Customer reference
FORGACOM
We empower SME leaders to fully unlock their business potential. By focusing on organization, management, and strategy, we help them refocus on the tasks where they are most effective and profitable. These are often the tasks they enjoy the most! Our consulting firm's approach is pragmatic, results-oriented, and based on our values: 3P and 3R.
The context
A consulting firm structuring its Odoo environment for growth
FORGACOM is a business management consulting firm based in MOUXY, France, supporting SME leaders with a pragmatic, results-oriented approach rooted in its 3P and 3R values.
Before working with Captivea, FORGACOM was already running Odoo but wanted expert guidance to fully structure its environment, secure the move to a new version, and make sure the system really supported its day-to-day consulting activities.
The stakes were to secure a smooth migration, confirm that Odoo remained the right backbone for the firm, and gain reliable, everyday tools that save time and help SME leaders focus on the work where they bring the most value.
Their needs
Clarifying the Odoo setup and securing a smooth migration
FORGACOM turned to Captivea for trusted Odoo training, day-to-day support, and a successful migration to V17, with a clear understanding of the impacts, the budget, and the project roadmap.
- Be reassured about the feasibility of the Odoo evolution and migration.
- Make sure Captivea really understood FORGACOM’s consulting business and way of working.
- Confirm a clear budget, timeline, and implementation approach before committing.
- Know exactly how the project would unfold, from analysis to delivery and post-go-live support.
The proposed solution
A structured Odoo analysis leading to a guided migration to V17
Captivea began with a complete analysis of FORGACOM’s existing Odoo environment, running business discovery workshops by theme and team, then producing detailed deliverable documents that were presented and refined with feedback. Building on this shared understanding, Captivea deployed and supported a migration to Odoo V17 and activated key apps such as CRM, Sales, Accounting, Invoicing, Documents, Sign, Project, Knowledge, Dashboard, Social Marketing, Email Marketing, Events, Marketing Automation, Surveys, Live Chat and eLearning, so the firm could automate repetitive tasks, centralize information, bill faster, and monitor activity in real time.
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
“I switched directly to Odoo when version 16 was released and now I'm using V17. During the tests recommended by my consultant, from Captivea, everything went smoothly. I simply pressed a button, took the time to get a coffee, and when I came back, the migration was already finished. I was really impressed by such a smooth transition.”
Odoo apps deployed
The Odoo suite on this project
All Odoo applications, activated at the pace of the client's needs.
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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