Customer reference
Dare&Grow
We support individuals and businesses in their professional development through coaching. While your expertise is essential for success and fulfilment in your professional life, clearly knowing what you are aiming for, why, and how you will achieve it will help you reach your full potential.
The context
A coaching business structuring its operations with Odoo ERP
Dare&Grow is a coaching company based in Luxembourg that supports individuals and businesses in their professional development so they can reach their full potential.
Before the Odoo ERP project, Dare&Grow managed client handling, communication, data analysis and day-to-day tasks with fragmented processes that required manual effort and made it harder to support their growth ambitions.
The stakes for Dare&Grow were to secure reliable, streamlined operations that could save time, reduce manual work, improve visibility on activities and support sustainable growth while maintaining high-quality coaching services.
Their needs
Clarifying processes and preparing for growth
Dare&Grow wanted an Odoo ERP system that would improve client handling and communication, automate repetitive tasks, make data analysis easier and give them a solid foundation to support their growth.
- Improve client handling and communication throughout the coaching journey.
- Automate repetitive tasks and data entry to decrease manual labour.
- Gain better data analysis to understand activities and performance.
- Support business growth with clearer processes, a confirmed budget and a defined timeline.
The proposed solution
A complete analysis of the existing Odoo environment
Captivea Luxembourg carried out a complete analysis of Dare&Grow’s Odoo environment to reassure them about the feasibility of the project, show a clear understanding of their coaching business, confirm the budget, define how the work would be executed and establish a timeline. This analysis was conducted through business discovery and themed workshops with the relevant stakeholders, creating deliverable documents that were presented, refined based on feedback and used to structure the deployment of Odoo ERP with modules such as Project, Timesheet, Planning, Appointments, Accounting, Documents, Sign, Discuss, Dashboard, Knowledge, Employees, Surveys, CRM, Sales and Purchase.
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
- Centralised organisation of financial documents
- Generate quotes in a few clicks
- Quick sharing of documents
- Simplified supply management
- Automation of intervention schedules
Productivity gain
- Centralised management of leads and customers, increasing 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
- Better time management that helps allocate resources to the most profitable projects
- Identification of additional needs through ticket analysis
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