Customer reference
Maison Chaperon
Maison Chaperon is a fine wine merchant that specializes in sourcing exceptional wines from renowned wineries around the world. Founded by Quentin Chaperon, a seasoned wine expert with over 20 years of experience, Maison Chaperon is committed to providing its discerning clientele with access to the finest wines, ensuring authenticity and traceability throughout the entire process.
Industry
Location
Dijon, France
Implemented by
Case on Odoo
The context
Fine wine merchant seeking secure, scalable operations in Odoo
Maison Chaperon is a fine wine merchant based in Dijon, France, specializing in sourcing exceptional wines from renowned wineries in France, Italy, and beyond for a discerning clientele.
Before the project, Maison Chaperon was already using Odoo but needed greater confidence that the system, its configuration, and its processes truly matched the specific requirements of an online fine wine business, from managing curated selections and special orders to ensuring authenticity, traceability, and high-end customer service.
The stakes for Maison Chaperon were to secure a reliable, structured digital backbone for its operations, strengthen traceability and information centralization, and ensure that future growth in online wine sales and personalized services would rest on processes and tools that are fully aligned with the business.
Their needs
Clarifying needs and securing the Odoo foundation
Seeking operational excellence and an elevated customer experience, Maison Chaperon partnered with Captivea for expert Odoo management.
- Gain reassurance about the feasibility of the project and the evolution of their Odoo environment.
- Confirm that their business model and processes are fully understood before any change is made.
- Secure a clear, confirmed budget and roadmap for improving their use of Odoo.
- Know exactly how and when the project would unfold, with a validated timeline and deliverables.
The proposed solution
A structured Odoo analysis to guide future optimization
Captivea began the project with a complete analysis of Maison Chaperon’s Odoo environment, organizing themed business discovery workshops by domain and teams, documenting processes and requirements, and then presenting structured deliverables and a roadmap. This approach provided clarity on how to optimize the existing CRM, Sales, Inventory, Purchase, Accounting, Email Marketing and Project apps so they could better support Maison Chaperon’s operational excellence and customer experience goals.
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.
Finance
Marketing
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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