Customer reference
SMART&CO
Smart-Group is an innovative company specializing in visual and audiovisual solutions for professional and commercial spaces. Made up of two branches, Smart-Live (interactive audiovisual solutions) and Smart-Sign (decorative signage), the company helps its clients create captivating, functional, and modern environments.
The context
Refining an existing Odoo ERP for agile audiovisual manufacturing
SMART&CO, part of Smart-Group, designs and manufactures visual and audiovisual solutions for professional and commercial spaces through its Smart-Live and Smart-Sign branches.
Before this project, SMART&CO was already running Odoo ERP but relied on standard forms and templates that did not fully match their operational reality. Minor changes to documents required too much effort, and internal teams lacked clear guidance on which Odoo settings to adjust or how best practices from other companies could apply to their own use of the system.
The stakes were to adapt Odoo precisely to SMART&CO’s visual and audiovisual activities without heavy development, secure reliable daily operations, and give teams confidence that their tools, settings, and processes would evolve smoothly with the business.
Their needs
Fine-tuning Odoo to fit SMART&CO’s way of working
SMART&CO wanted to be able to make minor adjustments to forms and templates, such as adding fields, calculations and visual changes, without heavy development, and to receive advice on Odoo best practices, help identifying the right settings to adjust, and insights on how other companies handle similar situations.
- Enable minor form and template changes without resorting to heavy custom development.
- Adjust fields, calculations and visual layouts so documents reflect SMART&CO’s real operations.
- Get clear advice on Odoo best practices and which configuration settings to use.
- Benefit from insights into how comparable companies use Odoo to solve similar challenges.
The proposed solution
A structured analysis of the existing Odoo environment
Captivea France began with a complete analysis of SMART&CO’s Odoo environment, combining business discovery and themed workshops by team and domain. This work clarified feasibility, confirmed the project budget and approach, defined the timeline, and produced detailed deliverable documents, giving SMART&CO a clear, shared roadmap for adapting Odoo to their specific needs.
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
Website
Inventory & Manufacturing
Finance
Human Resources
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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