Customer reference
Fenice Invest
Fenice Invest, founded in 2018 by Guido Quattri, provides tailored services in real estate, infrastructure, and energy. Quattri, a seasoned entrepreneur and former Senior Engineer at the EIB, has an impressive background with degrees from Politecnico di Milano and SDA Bocconi, along with C-level management experience in the infrastructure sector.
Industry
Location
Luxembourg
Implemented by
Case on Odoo
The context
Scaling investment activities with streamlined, digital operations
Fenice Invest is an investment and advisory company based in Luxembourg, active in real estate, infrastructure, and energy projects led by founder Guido Quattri.
Before the Odoo project, Fenice Invest was developing its activities with processes that were not fully digitalised, relying on disparate tools and manual work that made it harder to manage projects and investments efficiently.
The objective was to support growth with reliable, structured processes, gain clear visibility on financial and project data, and ensure that investments and services in real estate, infrastructure, and energy could be managed efficiently over the long term.
Their needs
A digital foundation to support growth and structure key processes
The client aims to expand its activities and digitalise its processes. In this context, the client chose the Odoo solution and the partner Captivea.
- Implement a single Odoo ERP to centralise information across finance, sales, projects and services.
- Automate key financial flows such as invoicing and expenses to save time and reduce manual work.
- Enable teams to create professional quotations and manage sales activities in just a few clicks.
- Gain better visibility into projects, employee timesheets and related billing to support informed decision-making.
The proposed solution
A complete Odoo ERP, deployed after an in-depth analysis phase
Captivea Luxembourg began the project with a detailed analysis of Fenice Invest’s Odoo environment, validating feasibility and clarifying the budget, approach and timeline. On this foundation, they implemented Odoo ERP with applications including Accounting, Invoicing, Expenses, Spreadsheet (BI), Documents, Sign, CRM, Sales, Social Marketing, Email Marketing and Project. This unified solution centralises information, automates billing and company processes, and provides better visibility into activities and timesheets for improved control of investments and services.
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
- 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
Marketing
Productivity
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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