My Executive Assistant Sarl S

My Executive Assistant Sarl S
10, Boulevard Royal
Luxembourg L-2449
Luxembourg

Implemented By

Captivea Luxembourg (64 reference(s))

Captivea Luxembourg
5 avenue du Swing
BELVAUX L-4367
Luxembourg
+352 20 33 41 42

Overview of the "my executive assistant" Project 

Business sector

Finance/Insurance - Assistance Services

Installed solution

Odoo ERP

Number of employees

1 - 10 employees

Year of integration

2023

WHO IS MY EXECUTIVE ASSISTANT ?

My Executive Assistant is providing advanced, high level confidential Executive Assistant/ Private Personal Assistant Support (private and business) for C-Suite Executives & Entrepreneurs (startup companies, Small Medium and Large business owners & Family Office, UNHW, private individuals) to grow and expand their businesses.

The company provides an excellent support to your organization without having to hire a full-time employee ( saving recruitment, payroll, health plans and benefits, holidays and sickness).

Services offered remote or on site assistance :

  • Executive Assistant private and business( agenda, calendar, travel, visa, properties, expenses, invoices, presentations, private affairs, research’s, contact with fiduciaries, mail, courier, intranet, events, townhalls, fleet)
  • Assistance with cross borders companies ( France/ Luxembourg)
  • Delegation of the most important aspects of social and professional busy life
  • Customer support
  • Legal support services
  • Concierge
  • Human Resources
  • On site assistance

THEIR NEEDS

The customer needs to structure its activities and wishes to automate a maximum of processes in order to gain in efficiency.

It is in this context that the client chose the Odoo solution.

THE PROPOSED SOLUTION

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 faisability
  • 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 deliverables documents
  4. Present it
  5. Handle feedback

Odoo installed modules

Finance

Accounting

Invoicing

Documents

Sales

CRM

Sales

Marketing

Social Marketing

Email Marketing

Services

 Project

  Timesheet

Inventory & MRP

Purchase

Website

Website builder

Benefits & Returns on investment

Time saving

  • Automated Billing
  • Creation of quotes in a Few Clicks
  • Centralization of Information

Productivity gain

  • Optimization of purchasing management
  • Optimization of inventory management

Increase in sales

  • Automation of the company's processes
  • Better visibility of employee timesheets and automatic invoice generation
  • Improved communication with suppliers and customers