Customer reference
L/C Export Solutions
Julia Lamitte, founder of L/C Export Solutions, draws on her 25 years of export experience to support SMEs. She offers customized solutions to facilitate exporting while ensuring payment through her expertise in documentary credit, particularly letters of credit, which guarantee 100% payment and turn international transactions into secure operations.
Industry
Location
Bertrange, Luxembourg
Implemented by
Case on Odoo
The context
Optimizing an existing Odoo ERP for an export finance specialist
L/C Export Solutions is a specialized finance and insurance firm based in Bertrange, Luxembourg, founded by Julia Lamitte to help SMEs secure international transactions through documentary credit and letters of credit.
Before the project, L/C Export Solutions was already using Odoo ERP but needed a better-structured environment. Their existing setup did not fully support their advisory work on documentary credit, and the way Odoo was configured limited efficiency, visibility and confidence in the system as a foundation for growth.
The goal was to secure a reliable, scalable Odoo ERP environment that matched the specific processes of an export and documentary credit expert, provided clear visibility into activities and resources, and ensured that any future development could be carried out on a robust, well-understood foundation.
Their needs
Clarifying, securing, and optimizing the Odoo ERP environment
L/C Export Solutions requested support to optimize their Odoo ERP management system and chose to partner with Captivea, an Odoo integration and customization specialist, to analyze their environment, confirm feasibility, and define a clear, costed roadmap.
- To gain reassurance about the feasibility of optimizing and evolving their existing Odoo ERP.
- To ensure their business and specific export processes were clearly understood and accurately reflected in Odoo.
- To confirm a realistic budget and a concrete approach to implementing the improvements.
- To understand and validate how the project would be carried out, with an agreed-upon timeline.
The proposed solution
A structured analysis of the existing Odoo ERP as the foundation for optimization
Captivea kicked off the project with a comprehensive analysis of the client’s Odoo environment, combining business discovery and themed workshops to understand L/C Export Solutions’ export and documentary credit processes. They delivered clear documentation, presented their findings, and managed feedback, providing the client with reassurance on feasibility, a confirmed budget, an agreed implementation approach, and a realistic timeline for optimizing their Odoo ERP.
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
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
Does your project look like this one?
Let's discuss your challenges with an expert in your industry.