Customer reference
Cool & Co Sàrl
Cool & Co is a company specializing in the distribution of air conditioning systems, heat pumps, and chilled water units. It provides high-performance equipment tailored to the needs of both individuals and professionals. Backed by solid expertise, Cool & Co delivers energy-efficient and environmentally friendly solutions, along with responsive customer service and personalized technical support.
Industry
Location
Steinsel, Luxembourg
Implemented by
Case on Odoo
The context
Optimizing air conditioning distribution with a robust Odoo ERP
Cool & Co Sàrl is a specialist distributor of air conditioning systems, heat pumps, and chilled water units, serving both private individuals and professional customers with high-performance, energy-efficient solutions.
Before this project, Cool & Co was already working with an Odoo environment but lacked a complete, structured analysis of how it supported their day-to-day operations. They needed to validate that their ERP setup could fully match the specificities of their wholesale and retail business, and to ensure that processes from sales to purchasing and inventory were aligned and scalable.
The stakes for Cool & Co were to secure reliable, efficient operations across sales, purchasing, inventory, CRM, and accounting, reduce manual work, and gain clear visibility on stock, orders, and financial data to support growth in a demanding technical distribution market.
Their needs
Clarifying needs and securing an Odoo-driven ERP strategy
The client collaborated with Captivea, a specialist in Odoo integration, to optimize its activities with a high-performing ERP, and asked for a clear validation of feasibility, budget, implementation approach, and timeline.
- To be reassured about the feasibility of the Odoo-based solution for their business.
- To confirm a realistic budget aligned with the scope of their ERP optimization.
- To understand and confirm how the project would be carried out, step by step, across their processes.
- To know the implementation timeline and plan accordingly with their teams.
The proposed solution
A structured Odoo audit to secure feasibility, budget, and roadmap
Captivea began the project with a complete analysis of Cool & Co’s existing Odoo environment. Through business discovery and themed workshops by groups of people and domains, Captivea clarified the company’s processes and expectations, then created and presented detailed deliverable documents. This approach confirmed the feasibility of the target solution, validated the budget and timeline, and defined how Odoo apps such as Inventory, Purchase, CRM, Sales, and Accounting would be leveraged to optimize Cool & Co’s operations.
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.
Finance
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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