Customer reference
Déterminant France SAS
A trusted partner of insurance companies and their experts, DETERMINANT® France carries out diagnostic and engineering assignments while optimizing the timeliness of its interventions. The complementary expertise and strong technical skills of the group's engineers help limit the dispersion of stakeholders, while reinforcing the role of the expert.
The context
Optimizing an Odoo environment for diagnostic and engineering assignments
DETERMINANT® France supports insurance companies and their experts with high‑level diagnostic and engineering assignments that rely on the responsiveness and technical expertise of its teams.
Before the project with Captivea, the company was already using Odoo as a central tool to manage its operations, but needed a clearer view of how the environment was set up, how well it matched their processes, and how it could be improved and sustained over time.
The goal was to secure a reliable, efficient and scalable Odoo environment that supported timely interventions, limited the dispersion of stakeholders, and provided management with the confidence that their system, budget and project roadmap were aligned.
Their needs
Clarifying and securing their Odoo environment
The client now needs Captivea has been selected to provide support and assistance regarding the client's Odoo environment, an essential tool for managing their business operations.
- To be reassured about the feasibility of the Odoo evolution they were considering.
- Ensure that their business specifics and processes were properly understood and reflected in Odoo.
- Confirm a realistic budget for the evolution and optimization of their Odoo environment.
- Clarify how the project would be carried out and confirm the associated timeline.
The proposed solution
A comprehensive analysis of the existing Odoo environment
Captivea began the project with a full analysis of the existing Odoo environment, conducting business discovery workshops by theme and domain, then formalizing detailed deliverable documents that were presented to the client and refined through structured feedback to secure the roadmap for modules such as Inventory, Purchase, Maintenance, Accounting, Expenses, Sales, Employees, and Project.
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.
Sales & CRM
Inventory & Manufacturing
Finance
Human Resources
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
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