Customer reference
ATELIER OLEA
Our agency provides complete management of your landscaping project, from its conception to its completion. Whether you represent a company, an individual or a community, we will provide you with in-depth reflection and personalized solutions. With 10 years of experience, we have developed a proven process that allows us to support you throughout the project while remaining your only point of contact.
Industry
Location
LA MOTTE-SERVOLEX, France
Implemented by
Case on Odoo
The context
A landscape architecture agency looking to centralize its operations
ATELIER OLEA is a landscape architecture agency that manages projects from design through completion for companies, individuals and communities, acting as the single point of contact for their clients.
Before working with Captivea France, ATELIER OLEA did not have a unified system to manage accounting, sales, CRM and inventory, which made it difficult to centralize information, streamline processes and obtain a clear view of their activities.
The stakes for ATELIER OLEA were to save time, improve the reliability of their data, and secure a solution able to support their daily operations and future development without multiplying tools and manual re-entry.
Their needs
A single ERP to manage every aspect of the agency
ATELIER OLEA was looking for a software solution to manage every aspect of its business, including accounting, sales, CRM and inventory, and turned to Captivea to implement and manage an Odoo environment that would centralize and optimize its business processes.
- Centralize all business data and processes in a single Odoo-based solution.
- Ensure consistent, reliable information across accounting, sales, CRM and inventory.
- Feel confident about the feasibility of the project and how it would be carried out.
- Confirm a clear budget and timeline before committing to the full deployment.
The proposed solution
A complete analysis leading to a tailored Odoo ERP foundation
Captivea France started the project with a comprehensive analysis of ATELIER OLEA’s Odoo environment through business discovery and themed workshops, producing detailed deliverables, presenting them, and managing feedback. This structured approach made it possible to define how Odoo ERP and its modules for Human Resources, Finance, Services, Sales and Supply Chain would be configured to centralize processes, automate key tasks and give the agency a coherent, scalable system.
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
- Business discovery
- Workshops By theme / group of people / domains
- Create the deliverables 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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