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9 Rue du Laboratoire
Luxembourg 1911
Luxembourg
Luxembourg 1911
Luxembourg
International Climate Finance Accelerator (ICFA)
Overview of the icfa Project
Business sector | Finance/Insurance - Sustainable Finance (NPO) |
Installed solution | |
Number of employees | 1 - 10 employees |
Number of licenses | 6 |
Year of integration | 2024 |
ERP Integrator | CAPTIVEA Luxembourg, Europe - Odoo Partner
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Odoo Link |
WHO IS ICFA ?
The ICFA is a unique two-year program that accelerates emerging fund managers focusing on key areas of climate action.
Our fund managers benefit from financial support, training on a wide range of topics, an experienced coach, and other benefits.
THEIR NEEDS
ICFA, aiming to improve efficiency, partnered with Captivea to manage their Odoo system, gaining full control over their business operations.
THE PROPOSED SOLUTION
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 faisability
- 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 deliverables documents
- Present it
- Handle feedback
Odoo installed modules
Email Marketing
Events
Marketing Automation
Surveys
Human Resources
Employees
Recruitment
Appraisals
Discuss
Dashboard
Knowledge
CRM
Appointments
Documents
Sign
Website Builder
Website BuilderBenefits & Returns on investment
Time saving
- Decrease manual labor with automation and streamlined processes
- Streamlined operations, improved data sharing, and a single source of truth
Productivity gain
- Access real-time, accurate data dashboards and reports
- Automate repetitive tasks and improve user-friendliness
Increase in sales
- Business process automation
- Communication campaigns