Customer reference
Objective: USA
Established in 2010 by Sylvain PERRET and Daphnée VERGEAU PERRET, Objectif USA has become a trusted partner for entrepreneurs and individuals seeking to establish themselves in the United States. With its extensive experience and expertise, our multidisciplinary team guides you through every step of your expatriation project, from crafting a business plan to finding real estate, navigating immigration, and handling administrative procedures.
The context
Structuring a growing consulting and real estate support business
Objectif USA supports entrepreneurs and individuals who want to establish themselves in the United States by providing multidisciplinary consulting, business brokerage, and real estate services from its base in Orlando, Florida.
Before the project, Objectif USA managed its immigration consulting, business acquisition support, real estate search and administrative follow-up with a variety of separate tools and manual processes, making it difficult to track each client's project from end to end and to consolidate information efficiently.
The goal was to provide a seamless experience for clients throughout their relocation journey, secure reliable tracking of every step of each project, and give the team clear, consolidated visibility on activities and priorities.
Their needs
Unifying client projects and operations in a single system
Objectif USA wanted to bring all of its activities together in one integrated solution so that every client project, from business plan to real estate and immigration, could be tracked consistently and professionally.
- Centralize all client information and project stages in a single environment.
- Standardize and secure processes for immigration, business acquisition, and real estate support.
- Improve coordination within the multidisciplinary team and reduce manual re-entry of data.
- Gain better visibility into ongoing projects to support decision-making and future growth.
The proposed solution
Deploying Odoo ERP as the backbone of client project management
Captivea USA implemented Odoo ERP as the central platform for Objectif USA, enabling the company to structure service management, track client projects from first contact through to real estate and administrative completion, and access reliable information in a single place.
The first step in this project is to perform a complete analysis of the client's Odoo environment.
Analysis objectives
- To be reassured about feasibility
- To demonstrate that we understand their business
- To confirm a budget
- To know and confirm how we will proceed
- To define the timeline
Analysis process
- Business discovery
- Workshops by theme / group of people / domain
- Create the deliverable documents
- Present them
- Incorporate feedback
The results
Benefits & return on investment
What the client gained, day after day, once the solution went live.
Time savings
- Centralized organization of financial documents
- Generate quotes in just a few clicks
- Fast document sharing
- Simplified supply management
- Automated scheduling of interventions
Productivity gains
- Centralized management of leads and customers, increasing sales team efficiency
- Smoother order processing with real-time inventory 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 to allocate resources to the most profitable projects
- Identification of additional needs through ticket analysis
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