Customer reference
Copefrito
The company specializes in artisanal fishing and seafood processing in Madagascar. Every day, it collects octopus, squid, fish, crabs, and lobsters from the Mozambique Channel, ensuring freshness, quality, and traceability that meet European standards. Its products are offered in various preparations and packaging formats to meet customer needs, while promoting sustainable fishing and supporting local communities.
The context
Replacing a limited accounting tool with a scalable Odoo ERP foundation
Copefrito is a company based in Tulear, Madagascar, specializing in artisanal fishing and seafood processing for export markets that require high standards of freshness, quality, and traceability.
Before the project, Copefrito relied on an old accounting tool that had become too limited to support their growth, made financial management less reliable, and restricted their ability to structure processes and gain clear visibility on their activities.
The stakes were to secure reliable financial management, support the company’s development with a solid and scalable ERP foundation, and gain better visibility and control over accounting and invoicing processes.
Their needs
A robust, scalable accounting and invoicing system to support growth
Copefrito wanted to replace an old accounting tool that had become too limited to support their growth and ensure reliable management, and asked for a solution that would give them a solid foundation from the start, designed to evolve as their needs grow.
- Replace the obsolete accounting tool with a modern, reliable ERP-based solution.
- Ensure accurate, automated accounting and invoicing to reduce manual work and errors.
- Structure and organize financial processes in a way that can scale with the company’s growth.
- Work with an integrator experienced in Odoo and familiar with companies facing similar challenges.
The proposed solution
A structured Odoo Finance core built on a thorough upfront analysis
Captivea Madagascar began by conducting a complete analysis of Copefrito’s Odoo environment through business discovery and themed workshops, then deployed Odoo Accounting and Invoicing to automate transactions, centralize invoice history, improve financial reporting, and provide a solid, scalable foundation for future needs.
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
Odoo apps deployed
The Odoo suite on this project
All Odoo applications, activated at the pace of the client's needs.
Finance
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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