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Customer reference

EDITIONS TISSOT

HR professionals, employers, and employee representatives (works council) rely on complete, precise, and practical documentation covering all areas of labour law and payroll. Optimal updating of content by EDITIONS TISSOT guarantees you reliable information for effective people management. Examples, tools, templates, and real-life cases secure your decisions with respect to employees and help you save time.

Industry

Other Services

Location

ANNECY, France

Implemented by

Case on Odoo

The context

Specialized HR publisher structuring its Odoo ERP

EDITIONS TISSOT provides HR professionals, employers, and employee representatives with complete, precise, and practical documentation on all aspects of labour law and payroll, along with a legal HR support service and a SaaS BDESE solution.

Before the project, EDITIONS TISSOT was already using Odoo ERP but needed to harmonize processes and gain reassurance about the feasibility, budget, and timeline for transforming its environment.

The priorities were to ensure reliable, up-to-date HR and labour law information, simplify the management and sharing of economic, social, and environmental data, and obtain a clear, consolidated view of operations to support effective people management.

Their needs

Clarifying needs and harmonizing processes in Odoo

To harmonize processes, the client implemented the ERP and chose Captivea to manage Odoo.

  • Gain confidence in the feasibility of the project and the evolution of your existing Odoo environment.
  • Make sure Captivea has a complete understanding of their HR publishing and advisory business.
  • Validate a realistic budget, a clear way of working, and a reliable project timeline.
  • Obtain documented deliverables to guide decision-making and future improvements in Odoo.

The proposed solution

Thorough analysis of the existing Odoo environment

Captivea conducted a comprehensive analysis of EDITIONS TISSOT’s Odoo environment through business discovery and themed workshops, then delivered structured documentation and recommendations that leveraged core Odoo apps such as Accounting, Invoicing, Documents, CRM, Sales, Subscriptions, Website Builder, Live Chat, Helpdesk, and Dashboard to centralize information, save time, and automate key business processes.

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 apps deployed

The Odoo suite on this project

All Odoo applications, activated at the pace of the client's needs.

Sales & CRM

Website

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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