Customer reference
Mobilease
Mobilease is an independent firm specializing in the optimization of automotive fleets for small and medium-sized businesses as well as mid-market companies. We offer comprehensive support, including fleet audits, calls for tenders, outsourced or shared vehicle management, and advice on e-mobility solutions and alternative transportation options.
The context
From Excel spreadsheets to an integrated ERP for fleet management
Mobilease is an independent consulting firm that helps small, medium-sized and mid-market companies optimize their automotive fleets and manage the transition toward more sustainable mobility.
Before the project, Mobilease was managing key operational and financial data in Excel files. This approach was cumbersome, prone to manual errors, and made it difficult to centralize information on vehicles, customers and financial flows in a single, reliable system.
The stakes were to secure data quality, streamline day-to-day fleet and financial management, and gain a consolidated view of activity so Mobilease could support its clients more efficiently while keeping pace with changes in the automotive and energy transition landscape.
Their needs
Centralizing Mobilease data and processes in one ERP
Mobilease wanted to move away from error-prone Excel files and centralize all its vehicle fleet, customer and financial information in a single ERP, with processes automated and connected to standard Odoo applications.
- Replace fragmented Excel-based management with a centralized, reliable information system.
- Automate data flows between fleet operations, quotes, sales, invoicing and accounting.
- Ensure that the chosen solution fully reflects Mobilease’s specific fleet management business processes.
- Secure a clear, confirmed project scope, budget and timeline before going into full deployment.
The proposed solution
A tailored Odoo ERP with a custom fleet management module
Captivea France performed a complete analysis of Mobilease’s environment, running themed business discovery workshops and producing detailed deliverables to confirm scope, budget and timeline. On this basis, Captivea configured Odoo ERP and built a custom module in Odoo Studio, fully integrated with standard Accounting, Sales, Quotes, Invoicing and CRM apps, so Mobilease can efficiently manage its vehicle fleet while benefiting from centralized data, automated processes and Odoo’s flexibility.
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
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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