Customer reference
Recyfina
Recyfina is the parent company of a group of businesses specializing in real estate and recycling, operating across the three borders. It stands out for its expertise in aggregates, as well as in the recycling of iron and metals, contributing to sustainable resource management. With its know-how, Recyfina plays a key role in these rapidly growing sectors.
Industry
Location
Rodange, Luxembourg
Implemented by
Case on Odoo
The context
Centralizing accounting and sales on a single Odoo ERP
Recyfina is a group parent company active in real estate and recycling across the three borders, with strong expertise in aggregates and in the recycling of iron and metals.
Before the project, Recyfina did not yet have its accounting and sales processes managed in a single, integrated system, which led them to rely on fragmented tools and manual work to manage key information.
The stakes were to secure reliable, centralized financial and sales data, reduce manual data entry, and give management a clear, up-to-date view of the business to support growth in recycling and real estate activities.
Their needs
A centralized Odoo system for accounting and sales
To manage their accounting and sales in a centralized manner, Recyfina selected an Odoo ERP system and turned to Captivea for its management, leveraging its well-established expertise in implementing and optimizing tailored ERP solutions.
- Centralize accounting management in a single ERP system.
- Centralize sales processes and related data in the same tool as accounting.
- Rely on an experienced partner to manage and optimize the chosen Odoo ERP solution.
- Build a scalable digital foundation to support the group’s development in recycling and real estate.
The proposed solution
An Odoo ERP project grounded in a complete environment analysis
Captivea Luxembourg began the Recyfina project with a complete analysis of the client’s Odoo environment, clarifying feasibility, confirming the budget and timeline, and demonstrating a precise understanding of their business. Through business discovery workshops by theme and domain, the team produced detailed deliverables, presented them, and handled feedback, then implemented the Accounting and Sales modules to automate repetitive tasks, centralize financial and accounting information, and streamline quotes and invoices for faster, more user-friendly daily operations.
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
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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