Customer reference
FENMOR ACCOUNTAX SOLUTIONS SARL
We are an accounting consultancy and tax advisory firm located in the heart of Luxembourg. With several years of experience in the fiduciary sector, we also offer accounting and tax consulting services to individuals and businesses across all industries. We are committed to supporting you by providing solutions throughout the different stages of your business’s life, helping you manage your accounting efficiently, and offering advice to optimize your tax situation. Our priority is to protect our clients’ interests by delivering high-quality, tailored services. At Fenmor Accountax Solutions, we communicate in several languages, including French, English, Spanish, and Portuguese.
Industry
Location
Howald, Luxembourg
Implemented by
Case on Odoo
The context
From an existing Odoo instance to a fully analyzed and trusted ERP foundation
FENMOR ACCOUNTAX SOLUTIONS SARL is an accounting consultancy and tax advisory firm based in Luxembourg, supporting individuals and businesses across all industries with tailored accounting and tax services.
Before the project, the company already had Odoo in place but lacked a fully installed and properly configured ERP environment, which limited the efficiency of their accounting and tax activities and did not yet provide the streamlined, centralized workflows they were aiming for.
The stakes were to secure a reliable and scalable ERP foundation that would support their fiduciary activities, reduce manual work and errors, and give their team clear, trusted visibility into financial and customer information.
Their needs
Clarifying and securing their Odoo ERP implementation
With Odoo already in place, the client entrusted Captivea with installing and configuring their ERP.
- To be reassured about the feasibility of the ERP project within their existing Odoo environment.
- To ensure Captivea fully understood their accounting and tax consulting business before finalizing the implementation.
- To confirm a realistic budget and a clear approach to executing the ERP project.
- To understand the detailed project timeline and validate how each step of the implementation would be carried out.
The proposed solution
A structured analysis of the Odoo environment to prepare a reliable ERP rollout
Captivea began the project with a complete analysis of FENMOR ACCOUNTAX SOLUTIONS SARL's Odoo environment, running business discovery workshops by theme and user group, producing detailed deliverable documents, presenting them to the client, and iterating on feedback to define how best to configure Odoo Accounting, Documents, Sales, and CRM for secure, efficient day-to-day 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.
Sales & CRM
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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