Customer reference
Finastream
FinaStream is dedicated to enhancing the LegalTech and FinTech sectors by offering cutting-edge automated solutions to streamline legal document processing and financial transactions. By utilising advanced technologies and AI, our mission is to provide unmatched efficiency, accuracy, and security, enabling businesses to manage financial and legal complexities with ease, while improving customer satisfaction.
Industry
Location
Luxembourg
Implemented by
Case on Odoo
The context
An AI-driven LegalTech and FinTech innovator seeking a scalable ERP backbone
FinaStream is dedicated to enhancing the LegalTech and FinTech sectors by offering cutting-edge automated solutions to streamline legal document processing and financial transactions. By utilising advanced technologies and AI, our mission is to provide unmatched efficiency, accuracy, and security, enabling businesses to manage financial and legal complexities with ease, while improving customer satisfaction.
Before the Odoo project, FinaStream relied on fragmented tools and manual processes to run its operations, which limited real-time visibility and made it harder to consolidate information across finance, HR, sales, and service activities. Data was not centralised, reporting was time-consuming, and teams spent valuable time on repetitive tasks instead of focusing on value-adding work and the development of their automated AI-based solutions.
The stakes for FinaStream were to secure a robust, scalable ERP foundation that could support its growth in the LegalTech and FinTech markets, provide reliable real-time data for decision-making, streamline day-to-day operations, and ensure that its teams could work efficiently with a single, integrated business solution.
Their needs
A unified ERP to support efficient, data-driven growth
The client chose Captivea to implement Odoo ERP in order to enhance efficiency, gain real-time data insights, and support more informed business decision-making.
- Be assured about the feasibility of the project and the capability of Odoo ERP to support their AI-based automated solutions.
- Gain real-time data insights from a single, integrated system to steer their business and make well-informed decisions.
- Confirm a clear budget and project timeline for the ERP implementation and its subsequent evolution.
- Validate that Captivea fully understood their business, could explain how the project would be delivered, and would provide consolidated reporting and dashboards to management.
The proposed solution
A structured Odoo ERP implementation built on a thorough environment analysis
Captivea first carried out a comprehensive analysis of FinaStream’s Odoo environment through business discovery and themed workshops by groups of people and domains, creating and presenting detailed deliverable documents and incorporating feedback to refine the approach. On this basis, Captivea deployed Odoo ERP as FinaStream’s unified business solution, configuring and integrating modules such as Human Resources, Finance, Sales, Marketing, Services, Productivity, Website, and Purchase to automate processes, centralise documents and data, streamline operations, and deliver dashboards that give management a single source of truth for steering the company.
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.
Websites
Inventory & Manufacturing
Finance
Human Resources
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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