Customer reference
KALISTA IMMO
Kalista Immo, a Luxembourg-based company specializing in real estate development, demonstrates its commitment to sustainability and human-centered values. With a focus on designing and developing innovative buildings, Kalista Immo aims to meet the evolving needs of its clients. The company strives to bring stakeholders together and ensure functionality and performance in its projects, aligning with its core convictions.
The context
From a heavily customized Odoo v10 to a future-proof ERP platform
KALISTA IMMO is a Luxembourg-based real estate developer that designs and delivers innovative, sustainable and human-centered buildings tailored to the evolving needs of its clients.
Before the project, KALISTA IMMO was running on an Odoo Enterprise v10 environment that had accumulated many adaptations and specific developments over time, making it difficult to evolve smoothly and creating uncertainty about how to migrate safely to the latest Odoo version.
The stakes were to secure the feasibility of the migration, preserve business continuity, validate a realistic budget and timeline, and ensure that the future Odoo environment would fully support KALISTA IMMO’s sustainable, client-focused real estate development activity.
Their needs
Clarifying the path to a secure Odoo migration
The client needed expert support to thoroughly analyze their existing Odoo Enterprise v10 environment, understand the impact of past adaptations and developments, and define how to migrate confidently to the latest Odoo version.
- Be reassured on the feasibility of migrating their customized Odoo Enterprise v10 environment to the latest version.
- Confirm that their business processes were fully understood and correctly reflected in the proposed migration approach.
- Validate a clear and reliable migration budget that took existing adaptations and developments into account.
- Obtain a detailed migration plan with a precise timeline and methodology for how the project would be carried out.
The proposed solution
A complete analysis of the existing Odoo environment to prepare migration
Captivea Luxembourg carried out a complete analysis of KALISTA IMMO’s Odoo Enterprise v10 environment, organizing business discovery workshops by theme and user group, reviewing processes across all installed modules, and formalizing deliverable documents that described the current setup, identified risks and opportunities, and proposed a clear migration strategy with budget, steps and timeline, giving the client a secure foundation for moving to the latest Odoo version.
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.
Sales & CRM
Inventory & Manufacturing
Finance
Marketing
Productivity
Technical
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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