Customer reference
Topsolar
Topsolar, a two-generation family-owned business, specializes in renewable energies, providing expert advice based on over 2000 projects. Its corporate goals emphasize environmental protection and sustainability, aiming to democratize the energy market and reduce dependence on nuclear and fossil sources. Investing in renewable energies, particularly solar power, offers ecological and economic benefits, helping Topsolar contribute to building a clean future for generations to come.
Industry
Location
Esch-sur-Sûre, Luxembourg
Implemented by
Case on Odoo
The context
Automating operations for a renewable energy pioneer
Topsolar is a first and second-generation family-owned business in renewable energies, known for its strong social responsibility, customer proximity and expert, unbiased advice built on more than 2000 completed projects.
Before the project, many of Topsolar’s day-to-day activities relied on repetitive manual tasks and information scattered across different tools, making it difficult to access reliable, real-time data and to produce the customized reports management needed for informed decisions.
The stakes were to secure efficient operations as the business grew, ensure data-driven decision-making through real-time visibility, and maintain high-quality customer support and communication while continuing to drive the energy transition.
Their needs
Automate routine work and gain reliable, real-time visibility
The client sought to automate repetitive tasks, guarantee real-time data accessibility, and create customized reports for well-informed decision-making, while improving customer support and communication through a modern Odoo ERP.
- Automate repetitive operational tasks to reduce manual work and errors.
- Ensure real-time access to business data across teams and processes.
- Create tailored reports that support accurate, timely decision-making.
- Improve customer support and communication with a centralized, integrated system.
The proposed solution
A structured Odoo analysis leading to a streamlined ERP
Captivea Luxembourg began with a complete analysis of Topsolar’s Odoo environment, running business discovery workshops by theme and team to understand their processes, confirm feasibility, validate the budget, define the implementation approach and timeline, and deliver clear documentation. Building on this foundation, Odoo ERP with dedicated apps such as Project, Planning, Appointments, Invoicing, Sign, CRM, Sales, Purchase, Surveys, Discuss, Knowledge and Employees was structured to automate tasks, centralize information, optimize purchasing and inventory, and support sustainable growth in Topsolar’s renewable energy projects.
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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