Customer reference
Oktave
Oktave is a service dedicated to energy-efficient home retrofits in the Grand Est region, launched by the Grand Est Regional Council and ADEME. It supports homeowners at every stage of their project, from technical assessments to arranging financing. With tailored solutions, Oktave offers end-to-end support for carrying out high‑performance renovations, combining technical expertise with appropriate financing options.
Industry
Location
Strasbourg, France
Implemented by
Case on Odoo
The context
From rising homeowner demand to the need for structured digital processes
Oktave is a service dedicated to energy retrofits in the Grand Est region, launched by the Grand Est Regional Council and ADEME, supporting homeowners throughout their renovation journey.
Before the Odoo ERP project, Oktave’s teams handled homeowner requests, technical studies and financing support with disparate tools and manual processes, which made it harder to share information efficiently and to consistently track renovation projects from end to end.
Oktave’s priorities were to guide more homeowners toward high‑performance retrofits, secure every step of the renovation journey, and gain consolidated visibility into activities and resources across the Grand Est region.
Their needs
A centralized ERP to support high‑performance energy retrofit projects
Oktave wanted a robust ERP solution to centralize information on homeowners, renovation projects and financing, standardize processes from first contact to project completion, and make it easier for teams to collaborate while supporting the growth of energy retrofits in the Grand Est region.
- Centralize data related to homeowners, renovation projects and financing in a single system.
- Standardize and secure the end-to-end process, from initial technical assessment through to completion of renovation work.
- Improve collaboration and information sharing among the teams involved in supporting homeowners.
- Gain consolidated, reliable visibility into activities to better manage the energy renovation service.
The proposed solution
An Odoo ERP foundation tailored to an energy retrofit service
Captivea Luxembourg deployed Odoo ERP as Oktave’s central platform, structuring the key processes that support homeowners, consolidating operational data in one place, and providing a solid digital foundation to manage high-performance energy renovation projects across the Grand Est region.
The first step of this project is to perform a complete analysis of the client's Odoo environment.
Analysis objectives
- To gain confidence in the project’s feasibility
- 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 deliverable documents
- Present it
- Handle feedback
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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