Customer reference
BatiSafe SAS
BatiSafe is an engineering and project management firm founded in 2007, operating throughout France. The company specializes in fire safety, security, accessibility for people with disabilities, general safety, and energy efficiency. It supports its clients at every stage of their projects, from design through to regulatory compliance, including building renovation and construction, regardless of size or use.
With Odoo, BatiSafe now benefits from an integrated solution that centralizes its sales tracking (CRM, sales) and simplifies its accounting management.
The context
Integrated management for construction consulting and engineering services
BatiSafe SAS is an engineering and project management firm operating throughout France, specializing in fire safety, security, accessibility for people with disabilities, general safety, and energy efficiency for construction and renovation projects of all sizes and types of use.
Before the project, BatiSafe was using a 100% standard Odoo package that did not fully reflect the specific nature of its construction-related services and progress-based invoicing needs, which limited how much control and transparency teams had over their sales follow-up and financial data.
For BatiSafe, the key challenges were to secure reliable, progress-based invoicing for construction services, gain better visibility into commercial activity and financial performance, and ensure that any evolution of their Odoo environment would be both feasible and aligned with their actual business processes.
Their needs
Clarifying requirements for a tailored, progress-based Odoo ERP
BatiSafe wanted to adapt its initially standard Odoo setup to better match its construction services model, with progress-based invoicing, while gaining assurance regarding feasibility, approach, budget, and project timeline.
- Support services in the construction sector with robust, progress-based invoicing.
- Have confidence in the feasibility of evolving the existing Odoo environment without unnecessary custom development.
- Make sure that their specific business processes are properly understood and accurately reflected in Odoo.
- Confirm a clear budget, implementation approach, and realistic project timeline.
The proposed solution
A structured Odoo analysis to ensure the right evolution path
Captivea France conducted a complete analysis of BatiSafe’s Odoo environment, combining business discovery with themed workshops by group and domain to understand how the company delivers construction-related services. This work resulted in formal deliverable documents, a presentation and feedback phase, and a roadmap to leverage Odoo apps including Accounting, Sign, CRM, Sales, and Purchase, so that BatiSafe could centralize its sales tracking and streamline accounting while preparing targeted improvements without unnecessary custom development.
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
Odoo apps deployed
The Odoo suite on this project
All Odoo applications, activated at the pace of the client's needs.
Inventory & Manufacturing
Finance
The results
Benefits & Returns on investment
What the client gained, day after day, once the solution went live.
Time savings
- Centralized organization of financial documents
- Generate quotes in a few clicks
- Quick sharing of documents
- Simplified supply management
- Automation of intervention schedules
Productivity gains
- 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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