Customer reference
TRANSFLUID
Established in 1994 in the Chambéry basin, Transfluid was born to meet your fluid needs in a personalized way. Today, we are proud to be recognized for our excellence, whether it is for the quality of our products, the speed of our services or our shipments. At Transfluid, we are always by your side. One click and your products are shipped!
Industry
Location
SAINTE-HELENE-DU-LAC, France
Implemented by
Case on Odoo
The context
Overview of the TRANSFLUID project
TRANSFLUID is a Wholesale/Retail company based in SAINTE-HELENE-DU-LAC, France, specializing in fluid solutions and recognized for the quality of its products, the speed of its services and its shipments.
Before this project, TRANSFLUID was already running Odoo ERP and wanted to make sure their existing environment and processes were fully aligned with their business, supported over time and used in an optimal way.
The stakes for TRANSFLUID were to secure the feasibility of their ERP roadmap, gain confidence in the chosen approach and budget, and obtain clear visibility on how and when the improvements to their Odoo environment would be delivered.
Their needs
THEIR NEEDS
Confident in Captivea's expertise, Transfluid entrusted us with the mission of providing ongoing support for their ERP management and optimal Odoo utilization.
- Be reassured on the feasibility of their ERP initiatives in Odoo.
- Ensure that their specific business as a fluid solutions wholesaler/retailer was fully understood and reflected in the system.
- Confirm a clear budget and implementation approach for the next steps on Odoo.
- Know the project timeline and how the work would be carried out, with a shared, structured plan.
The proposed solution
THE PROPOSED SOLUTION
The first step of this project is to perform a complete analysis of the client's Odoo environment, through business discovery and themed workshops with the relevant teams, then to create and present deliverable documents, handle feedback and confirm the way forward, the budget and the schedule.
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
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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