Customer testimonial
BatiSafe SAS
BatiSafe is an engineering and project management firm founded in 2007, operating throughout France. The company specialises in fire safety, security, accessibility for people with disabilities, general safety, and energy efficiency. It supports its clients at every stage of their projects, from design to compliance, including building renovation and construction, regardless of size or use.
With Odoo, BatiSafe now benefits from an integrated solution to centralise its sales tracking (CRM, sales) and simplify its accounting management.
Context
Integrated management for construction consulting and engineering services
BatiSafe SAS is an engineering and project management firm operating throughout France, specialising in fire safety, security, accessibility for people with disabilities, general safety, and energy efficiency for construction and renovation projects of all sizes and uses.
Before the project, BatiSafe was using a 100% standard Odoo package that did not fully reflect the specific nature of its construction-related services and progress-based invoicing needs, which limited the level of control and transparency the teams could have over their sales follow-up and financial data.
The key objectives for BatiSafe were to ensure reliable, progress-based invoicing for construction services, gain better visibility on commercial activity and financial performance, and ensure that any evolution of their Odoo environment would be both feasible and aligned with their actual business processes.
Client requirements
Clarifying requirements for a tailored, progress-based Odoo ERP
BatiSafe wanted to adapt its initially standard Odoo set-up to better match its construction service model, with progress-based invoicing, while being reassured about the feasibility, the approach, the budget, and the project timeline.
- Support services for the construction sector with robust, progress-linked invoicing.
- Be confident about the feasibility of enhancing the existing Odoo environment without unnecessary development work.
- Ensure that your specific business processes are correctly understood and accurately reflected in Odoo.
- Confirm a clear budget, implementation approach, and practical timeline for the project.
Proposed solution
A structured Odoo analysis to define a secure, future-ready roadmap
Captivea France carried out a comprehensive analysis of BatiSafe’s Odoo environment, combining business discovery and themed workshops by group and domain to understand how the company delivers construction-related services. This work led to formal deliverable documents, a presentation and feedback phase, and a roadmap to leverage Odoo apps including Accounting, Sign, CRM, Sales, and Purchase, so that BatiSafe could centralise its sales tracking and simplify accounting while preparing targeted improvements without unnecessary custom development.
The first step of this project is to carry out a complete analysis of the client’s Odoo environment.
Objectives of the analysis
- To be reassured on the faisability
- Demonstrate our understanding of their business
- Confirm the budget
- Define and validate the implementation approach
- Establish the project timeline
Analysis process
- Business discovery
- Workshops By theme / group of people / domains
- Create the deliverables documents
- Presentation of findings
- Incorporate feedback
Odoo apps deployed
Odoo suite used in this project
All Odoo applications, activated in line with the client’s evolving needs.
Inventory & Manufacturing
Finance
Results
Benefits & Returns on investment
What the client gained, day after day, after the solution went live.
Time savings
- Centralised organisation of financial documents
- Generate quotations in just a few clicks
- Faster document sharing
- Simplified procurement and inventory management
- Automated intervention scheduling
Productivity gains
- Centralised management of leads and customers, improving sales team efficiency
- Smoother order processing with real-time stock tracking
- Clear visualisation of performance and key indicators
- Quick access to employee information
Increase in sales
- Improved client satisfaction through faster project delivery
- Improved time management that helps allocate resources to your most profitable projects
- Identify additional requirements through detailed ticket analysis
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