Customer reference
SAVIGNAC FRANCK
SAVIGNAC FRANCK is a French plumbing and heating company operating as an SARL (limited liability company), founded in April 2004 and led by Franck Savignac. Based in Chindrieux, Savoie, the company employs between 6 and 10 staff members and carries out installation and repair work throughout the region. It specializes in sanitary installations.
Industry
Location
CHINDRIEUX, France
Implemented by
The context
Centralizing every activity in a single, reliable ERP
SAVIGNAC FRANCK is a plumbing and heating specialist based in Chindrieux, Savoie, carrying out sanitary installation and repair work across the region with a team of 6 to 10 employees.
Before the project, SAVIGNAC FRANCK relied on multiple tools and manual processes to manage contacts, quotes, orders and invoices, making it difficult to consolidate information, follow activity in real time and ensure consistent practices across the business.
The stakes were to secure day-to-day operations with a dependable system, gain clear visibility over ongoing work and resources, and provide a solid digital foundation that would support the company’s continued growth and quality of service.
Their needs
One cross-functional ERP to manage all activities
SAVIGNAC FRANCK wanted a single, cross-functional Odoo ERP to centralize and standardize business data and manage all of the company’s activities in one place.
- Implement a single Odoo ERP that covers all core business processes.
- Centralize and standardize contacts, quotes, orders and invoices in one shared database.
- Manage projects, interventions and field services in a coordinated, planning-driven way.
- Clarify feasibility, budget, approach and timeline through a structured analysis phase.
The proposed solution
A phased Odoo ERP project starting with in-depth analysis
Captivea France carried out a complete analysis of SAVIGNAC FRANCK’s Odoo environment, with business discovery workshops by theme and user group to understand their activities in detail. This phase produced clear deliverables, a validated approach, a budget and a timeline, paving the way to an Odoo ERP that centralizes their operations with apps such as Project, Timesheet, Field Service, Planning, Accounting, CRM, Sales, Inventory, Purchase, Documents, Sign and Odoo Studio, delivering time savings, better visibility and smoother document and workflow management.
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
Productivity
Technical
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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