Skip to Content

Customer reference

VAT SOLUTIONS

Since its creation in Luxembourg in 2011, VAT Solutions is an independent company specialized in indirect taxation (VAT, customs and excise duties) for industrial, commercial and financial companies with cross-border activities of goods and services within the European Union.

Industry

Finance/Insurance

Location

Luxembourg

Implemented by

Case on Odoo

The context

Independent VAT specialists looking to adapt Odoo to their specific business processes

VAT SOLUTIONS is an independent company based in Luxembourg, specialized in indirect taxation (VAT, customs and excise duties) for industrial, commercial and financial companies with cross-border activities of goods and services within the European Union.

The client had deployed Odoo a little over a year before contacting Captivea and had initially been supported directly by the editor. As their use of the system grew, they needed to go further in customizing Odoo to fit their specific indirect taxation activities and internal processes, but without the dedicated support of a local implementation partner this evolution was difficult to manage and steer.

For VAT SOLUTIONS, the stakes were to keep their business processes and specificities fully respected in Odoo, to secure the feasibility of the targeted customizations, to control the project budget and timeline, and to ensure that the ERP would continue to support their growth in indirect taxation services across European cross-border operations.

Their needs

Structuring Odoo around VAT SOLUTIONS’ specific taxation processes

The client wanted to continue to customize Odoo to their business activities while fully respecting their existing business processes and specificities, and to be accompanied by a local integrator partner capable of understanding their indirect taxation context.

  • Reassurance on the feasibility of the desired Odoo evolutions and customizations.
  • Confirmation that their specific indirect taxation business processes would be correctly understood and reflected in Odoo.
  • Visibility and confirmation on the project budget and how the implementation work would be carried out.
  • A clear and realistic timeline for the analysis and subsequent implementation phases.

The proposed solution

A thorough Odoo environment analysis to secure the next waves of customization

Captivea Luxembourg first conducted a complete analysis of VAT SOLUTIONS’ Odoo environment, organizing business discovery workshops by theme, groups of people and domains to understand how the company works. From these sessions, Captivea created structured deliverable documents, presented them to the client, and incorporated feedback, providing VAT SOLUTIONS with a clear view of feasibility, budget, implementation approach and timeline for adapting Odoo to their specific indirect taxation 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

  1. Business discovery
  2. Workshops by theme / group of people / domains
  3. Create the deliverable documents
  4. Present it
  5. Handle feedback

“We really realized during our first years using Odoo without Captivea, that having the support of a good implementation partner is essential to the success of the project.”

Karine Bellony • Founding Partner.

Odoo apps deployed

The Odoo suite on this project

All Odoo applications, activated at the pace of the client's needs.

Sales & CRM

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

Does your project look like this one?

Let's discuss your challenges with an expert in your industry.

Get started All references