Customer reference
L/C Export Solutions
Julia Lamitte, founder of L/C Export Solutions, leverages her 25 years of export experience to serve SMEs. She offers customized solutions to facilitate exportation while ensuring payment through her expertise in documentary credit, particularly letters of credit, which guarantee 100% payment, thereby transforming international transactions into secure operations.
Industry
Location
Bertrange, Luxembourg
Implemented by
Case on Odoo
The context
Optimizing an existing Odoo ERP for an export finance specialist
L/C Export Solutions is a specialized finance and insurance company based in Bertrange, Luxembourg, founded by Julia Lamitte to help SMEs secure international transactions through documentary credit and letters of credit.
Before the project, L/C Export Solutions was already using Odoo ERP but needed a better-structured environment. Their existing setup did not fully support their advisory work on documentary credit, and the way Odoo was configured limited efficiency, visibility and confidence in the system as a foundation for growth.
The stakes were to secure a reliable, scalable Odoo ERP environment that matched the specific processes of an export and documentary credit expert, provided clear visibility on activities and resources, and ensured that any future development could be done on a robust, well-understood base.
Their needs
Clarifying, securing and optimizing the Odoo ERP environment
L/C Export Solutions asked for assistance to optimize their Odoo ERP management system and chose to collaborate with Captivea, an Odoo integration and customization partner, to analyze their environment, confirm feasibility and define a clear, budgeted roadmap.
- To be reassured on the feasibility of optimizing and evolving their existing Odoo ERP.
- To have their business and specific export processes clearly understood and reflected in Odoo.
- To confirm a realistic budget and a concrete way of implementing the improvements.
- To know and validate how the project would be carried out, with an agreed timeline.
The proposed solution
A structured analysis of the existing Odoo ERP as a foundation for optimization
Captivea launched the project with a complete analysis of the client’s Odoo environment, combining business discovery and themed workshops to understand L/C Export Solutions’ export and documentary credit processes. They produced clear deliverables, presented their findings, and managed feedback, giving the client reassurance on feasibility, a confirmed budget, an agreed implementation approach, and a realistic timeline for optimizing Odoo ERP.
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
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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