Customer reference
My Executive Assistant Sarl S
My Executive Assistant is providing advanced, high level confidential Executive Assistant/ Private Personal Assistant Support (private and business) for C-Suite Executives & Entrepreneurs (startup companies, Small Medium and Large business owners & Family Office, UNHW, private individuals) to grow and expand their businesses.
Industry
Location
Luxembourg
Implemented by
Case on Odoo
The context
Structuring a growing assistance business with a scalable digital backbone
My Executive Assistant Sarl S in Luxembourg provides high level, confidential Executive Assistant and Private Personal Assistant services, supporting C-Suite executives, entrepreneurs, family offices and private individuals in managing both their professional and private affairs.
Before the project, the company was managing a wide range of services and client requests without a fully structured, integrated system, which led to manual handling of information, fragmented processes and limited visibility across activities.
The stakes were to gain in efficiency, secure reliable operations and support business growth by structuring activities, automating recurring tasks and giving management clear visibility over work, finances and client commitments.
Their needs
A structured, automated system to support premium assistance services
The customer wanted to structure its activities and automate as many processes as possible in order to gain in efficiency with an integrated solution.
- Structure and standardize business processes across services and clients.
- Automate billing, quotes and other administrative tasks to reduce manual effort.
- Centralize information in a single system for better follow-up and decision-making.
- Improve visibility on projects and timesheets to support accurate invoicing and resource management.
The proposed solution
Odoo ERP as the central platform for services, finance and customer follow-up
Captivea Luxembourg deployed Odoo ERP as the core system for My Executive Assistant, activating applications such as Accounting, Invoicing, Documents, CRM, Sales, Social Marketing, Email Marketing, Project, Timesheet and Purchase to automate billing, streamline sales and purchasing flows, centralize documents and provide better visibility on projects and time spent.
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.
Inventory & Manufacturing
Finance
Marketing
Productivity
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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