Customer reference
LIXXBAIL
Lixxbail is a subsidiary of Crédit Agricole Leasing & Factoring that has been supporting equipment manufacturers and distributors across many industries for over 30 years. With 5 regional offices in France and a presence in 8 countries, the company offers financing solutions and related services, such as insurance and outsourced management, tailored to its partners’ markets and equipment sales. Lixxbail helps manufacturers and distributors strengthen their sales performance, build customer loyalty, outsource customer risk and simplify their administrative management.
Industry
Location
Le Mans, France
Scope
Implemented by
The context
{Context title — e.g. Three sites, siloed tools, data re-entry everywhere}
{Who the client is — e.g. Groupe Atlas Industries (fictional name, representative case) manufactures mechanical equipment across three sites.}
{The situation before the project — e.g. every department ran on its own tools: aging production software, spreadsheets for purchasing and inventory, and an isolated accounting system. The result: repeated data re-entry, stock discrepancies and a management team with no consolidated visibility.}
{The stakes — e.g. reliable delivery lead times, less idle inventory and real-time visibility across the whole group.}
Their needs
{Needs title — e.g. One system for three sites, and figures everyone can trust}
{What the client asked for, in their own words — e.g. the group wanted to stop reconciling spreadsheets and get a single, shared view of stock, orders and margins.}
- {Need 1 — e.g. A single source of truth for stock across the three sites.}
- {Need 2 — e.g. Quotes and orders that no longer have to be re-entered in accounting.}
- {Need 3 — e.g. Delivery lead times the sales team can commit to.}
- {Need 4 — e.g. Consolidated reporting available to management every morning.}
The proposed solution
{Solution title — e.g. A unified Odoo foundation, enhanced by BI and AI}
{What Captivea deployed, benefit-first — e.g. Captivea deployed Odoo as the single system connecting manufacturing, purchasing, inventory and accounting, then added BI dashboards and an AI forecasting module for accurate procurement planning.}
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
Human Resources
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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