Customer reference
Divity
Lise is a coach with over 13 years of experience as a nurse anaesthetist. She offers innovative support by combining her medical expertise with her coaching skills. Specialising in developing healthy lifestyle habits, she helps clients improve their sleep, manage stress and pain, and adopt a balanced diet. Her training programmes also include unique modules focused on emotional management in critical situations, inspired by mindfulness techniques and first-aid practices.
Industry
Location
Schieren, Luxembourg
Implemented by
Case on Odoo
The context
Gaining unified control over a growing wellness coaching practice
Divity is a wellness coaching business based in Schieren, Luxembourg, led by Lise, a coach with over 13 years of experience as a nurse anaesthetist who combines medical expertise and coaching skills to help clients build healthier lifestyle habits.
Before the project, Divity did not have a fully unified management system, making it harder to centralise information, follow up on client activities, and manage the different aspects of the business in a consistent and structured way.
The objectives were to gain full control over all business activities, reduce manual effort, and secure a clear and reliable overview of operations so that time could be devoted to clients rather than administration.
Their needs
A unified Odoo environment to regain control of day-to-day operations
Divity wanted to gain full control over its business activities with a unified management software solution and chose Captivea to manage its Odoo environment and optimise internal processes.
- Gain clarity and confidence about the feasibility of using Odoo as the central management tool.
- Ensure that Captivea clearly understood Divity’s wellness coaching business and its way of working.
- Confirm a realistic budget and a clear approach for implementing the required improvements.
- Define and validate a precise project timeline and methodology for the deployment.
The proposed solution
A phased Odoo analysis as the foundation for optimisation
Captivea began the project with a complete analysis of Divity’s Odoo environment, conducting business discovery workshops by theme and stakeholder group, producing detailed deliverable documents, presenting them, and incorporating feedback to prepare targeted optimisations across modules such as CRM, Sales, Accounting, Appointments, Employees, Purchase, Expenses, Documents, Sign, Discuss, Knowledge, Dashboard, Calendar, WhatsApp and others.
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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