Customer reference
SM D'INGENIERIE POUR LES COLLECTIVITES ET TERRITOIRES INNOVANTS DES ALPES-MEDITE SICTIAM
Sictiam provides ongoing support to its users as they navigate the digital transformation and adapt to changing professions. The company offers personalized assistance and training services. Sictiam plays a central role in the digital development of the Alpes-Maritimes region by spearheading the construction of the departmental fiber optic network.
Industry
Location
VALBONNE, France
Implemented by
Case on Odoo
The context
Supporting digital public services with a robust Odoo ERP foundation
SM D'INGENIERIE POUR LES COLLECTIVITES ET TERRITOIRES INNOVANTS DES ALPES-MEDITE SICTIAM is a public administration player based in VALBONNE, France, providing digital and energy services and personalized assistance to local authorities as they modernize their tools and practices.
Before the project, Sictiam was already relying on Odoo but needed a clearer, more reliable framework for using it across accounting, CRM and appointment management. The organization wanted to secure its data migration, align its tools with the specificities of public digital services and ensure that day-to-day users could get the best out of Odoo.
The stakes for Sictiam were to streamline overall business management for its public services activities, reduce manual work and data re-entry, and gain better visibility and control over operations while continuing to support digital development in the Alpes-Maritimes region.
Their needs
Clarifying needs and securing a reliable Odoo environment
Sictiam wanted Odoo to become a dependable, streamlined backbone for its activities, with secure data migration, optimized use of accounting, CRM and appointment management, and ongoing expert support to make the most of the ERP.
- To be reassured on the feasibility of the project and the chosen Odoo approach.
- To show that their specific public administration business was fully understood.
- To confirm a realistic budget, scope and way of working together.
- To know and confirm how the project would be carried out and the expected timeline.
The proposed solution
A complete analysis of the Odoo environment to guide the ERP roadmap
Captivea France started with a complete analysis of Sictiam’s existing Odoo environment, running business discovery workshops by theme, group of people and domain to understand how teams worked. They produced detailed deliverable documents, presented them, handled feedback and used this shared understanding to guide data migration and optimize the use of CRM, Sales, Subscriptions, Inventory, Purchase, Email Marketing, Events, Expenses, Employees, Project, Helpdesk and eLearning for more efficient, centralized 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
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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