Customer reference
IMMOCEE SPRL
Since 2011, ImmoCEE SPRL management has approved more than 1,450 solar installations in Belgium and Luxembourg, for a total of over 45,000 installed panels and nearly 3,000 inverters. In addition, more than 70 residential heat pumps have been commissioned, either for full heating or to support existing central heating (oil/gas).
Industry
Location
Etalle, Belgium
Implemented by
Case on Odoo
The context
A solar energy specialist looking to centralize its activities
IMMOCEE SPRL operates in the energy supply sector, specializing in solar panel installations and residential heat pumps across Belgium and Luxembourg.
Before the project, the management of ImmoCEE’s numerous activities relied on separate tools and processes, making it difficult to have a centralized view of operations, projects, and financial data within their existing Odoo environment.
The stakes were to secure a reliable, centralized system for managing all activities, control project timelines and costs, and provide management with clear visibility to maintain client satisfaction and support the continued growth of solar and heat pump installations.
Their needs
Clarifying the Odoo project and centralizing management
To centralize the management of its numerous activities, ImmoCEE chose to entrust Captivea with the management of its Odoo environment.
- Gain reassurance about the project’s feasibility and the proposed Odoo configuration.
- Ensure that Captivea fully understands ImmoCEE’s business and operational specificities.
- Confirm a clear budget, scope, and implementation approach for the Odoo environment.
- Obtain a validated project timeline and structured deliverables to guide the deployment.
The proposed solution
A structured Odoo analysis leading to a centralized ERP
Captivea Luxembourg began with a complete analysis of ImmoCEE’s Odoo environment, organizing business discovery workshops by theme and team, creating detailed deliverable documents, presenting them, and managing feedback. Building on this, the Odoo ERP was configured with applications for marketing, finance, services, supply chain, communications, sales, website, human resources, and customization, enabling centralized information, automated billing, fast quote generation, optimized inventory management, activity-tracking dashboards, communication campaigns, and the development of e-commerce activities.
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
Human Resources
Technical
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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