Customer reference
IBS & Partners
IBS & Partners has developed a multi-skilled team to meet the needs of an international clientele through a single point of contact, a set of customized services, managed and executed by professionals, specialists in their sectors. These services include managerial support (management and administration, incorporation and domiciliation of companies, evaluation of companies, and accounting services).
The context
Digitizing consulting services with a centralized ERP platform
IBS & Partners is a Luxembourg-based consulting company in the Finance/Insurance sector, providing managerial support, company incorporation and domiciliation, business evaluation and accounting services to an international clientele through a single point of contact.
Before the project, IBS & Partners relied on several separate solutions to manage its activities, with different departments and services operating on disconnected tools and manual processes, which made it harder to react quickly and to keep a consolidated view of information.
The stakes were to digitize processes, centralize information across departments and free up time for employees so they could focus on delivering more value-added advice to their customers.
Their needs
From scattered tools to a unified Odoo ERP
IBS & Partners wanted to replace multiple fragmented solutions with a single, integrated system that would digitize processes, centralize activities and support faster, more efficient service delivery to its international clients.
- Centralize the different departments and activities on a single solution.
- Digitize processes to reduce manual work and increase responsiveness.
- Free up time for employees so they can provide more advice to customers.
- Gain better visibility and control over the company’s operations and performance.
The proposed solution
A complete Odoo ERP foundation built around IBS & Partners’ processes
Captivea Luxembourg deployed Odoo ERP as the central platform for IBS & Partners, starting with a complete analysis of the existing Odoo environment to confirm feasibility, budget, approach and timeline, then configuring Finance, Marketing, Human Resources, Productivity, Website and Services applications so that accounting, invoicing, expenses, documents, HR management, marketing campaigns, projects, CRM, sales and appointments could all run in a single, integrated system.
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.
Finance
Human Resources
Productivity
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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