Customer reference
Topsolar
Topsolar, a two-generation family-owned business, specializes in renewable energy and provides expert advice based on over 2,000 projects. Its corporate goals focus on environmental protection and sustainability, aiming to democratize the energy market and reduce dependence on nuclear power and fossil fuels. Investing in renewable energy, particularly solar power, delivers both environmental and economic benefits, helping Topsolar contribute to a cleaner future for generations to come.
Industry
Location
Esch-sur-Sûre, Luxembourg
Implemented by
Case on Odoo
The context
Automating operations for a renewable energy pioneer
Topsolar is a first- and second-generation family-owned business in renewable energy, known for its strong social responsibility, close customer relationships, and expert, unbiased advice built on more than 2,000 completed projects.
Before the project, many of Topsolar’s day-to-day activities depended on repetitive manual tasks and information scattered across different tools. This made it difficult to access reliable, real-time data and to produce the customized reports management needed to make informed decisions.
The priorities were to secure efficient operations as the business grew, ensure data-driven decision-making through real-time visibility, and maintain high-quality customer support and communication while continuing to advance the energy transition.
Their needs
Automate routine work and gain reliable, real-time visibility
The client aimed to automate repetitive tasks, ensure real-time access to data, and create customized reports for informed decision-making, while enhancing customer support and communication through a modern Odoo ERP.
- Automate repetitive operational tasks to cut down on manual work and reduce errors.
- Ensure real-time access to business data across teams and processes.
- Create tailored reports that support accurate, timely decision-making.
- Improve customer support and communication with a centralized, integrated system.
The proposed solution
A structured Odoo analysis leading to a streamlined ERP
Captivea Luxembourg began with a complete analysis of Topsolar’s Odoo environment, running business discovery workshops by theme and by team to understand their processes, confirm feasibility, validate the budget, define the implementation approach and timeline, and deliver clear documentation. Building on this foundation, Odoo ERP with dedicated apps such as Project, Planning, Appointments, Invoicing, Sign, CRM, Sales, Purchase, Surveys, Discuss, Knowledge and Employees was structured to automate tasks, centralize information, optimize purchasing and inventory, and support sustainable growth in Topsolar’s renewable energy projects.
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
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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