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Customer reference

{Client name}

{Website Partner Short Description}

Location

{City, Country}

Scope

Implemented by

Case on Odoo

The context

{Context title — e.g. Three sites, siloed tools, data re-entry everywhere}

{Who the client is — e.g. Groupe Atlas Industries (fictional name, representative case) manufactures mechanical equipment across three sites.}

{The situation before the project — e.g. every department ran on its own tools: aging production software, spreadsheets for purchasing and inventory, and an isolated accounting system. The result: repeated data re-entry, stock discrepancies and a management team with no consolidated visibility.}

{The stakes — e.g. reliable delivery lead times, less idle inventory and real-time visibility across the whole group.}

Their needs

{Needs title — e.g. One system for three sites, and figures everyone can trust}

{What the client asked for, in their own words — e.g. the group wanted to stop reconciling spreadsheets and get a single, shared view of stock, orders and margins.}

  • {Need 1 — e.g. A single source of truth for stock across the three sites.}
  • {Need 2 — e.g. Quotes and orders that no longer have to be re-entered in accounting.}
  • {Need 3 — e.g. Delivery lead times the sales team can commit to.}
  • {Need 4 — e.g. Consolidated reporting available to management every morning.}

The proposed solution

{Solution title — e.g. A unified Odoo foundation, enhanced by BI and AI}

{What Captivea deployed, benefit-first — e.g. Captivea deployed Odoo as the single system connecting manufacturing, purchasing, inventory and accounting, then added BI dashboards and an AI forecasting module for accurate procurement planning.}

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 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

  1. Business discovery
  2. Workshops by theme / group of people / domains
  3. Create the deliverable documents
  4. Present it
  5. Handle feedback

{Client quote — e.g. Captivea understood our business before talking software. The project met its deadlines and its budget.}

{Role} at {Client name} — illustrative example

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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