Customer reference
GTEC
Gtec is a leading IT marketing agency dedicated to empowering software publishers, integrators, and IT consulting firms across the entire marketing spectrum. We provide comprehensive solutions to help you achieve your business goals and elevate your brand in the dynamic IT landscape.
Industry
Location
GRENOBLE, France
Implemented by
Case on Odoo
The context
Scaling up a rapidly growing IT marketing agency with an integrated ERP
GTEC is an IT and communication specialist and a leading IT marketing agency based in Grenoble, France, supporting software publishers, integrators, and IT consulting firms across the full marketing spectrum.
Before this project, GTEC was managing its growth with an Odoo environment that needed to be reassessed to fully support their expanding business. They wanted to simplify day-to-day operations, reduce manual tasks, and be sure that their ERP set-up and investment would match their ambitions in terms of scope, approach, and timeline.
For GTEC, the priority was to secure a reliable ERP foundation that could keep pace with their expansion, streamline operations, and give teams trustworthy, consolidated data so they could focus on delivering value to their clients while keeping costs and deadlines under control.
Their needs
Clarifying requirements and validating a flexible Odoo foundation
GTEC was looking for a flexible Odoo ERP that would simplify operations, support their growing business, and give them clarity on feasibility, budget, implementation approach, and project timeline before proceeding further.
- Be fully assured about the feasibility of the planned Odoo setup.
- Confirm that their business and processes were correctly and completely understood.
- Validate a clear budget and the manner in which the project would be executed.
- Know and confirm the implementation timeline and key milestones.
The proposed solution
A complete analysis and Odoo V16 rollout tailored for GTEC
Captivea France carried out a complete analysis of GTEC’s Odoo environment through business discovery and focused workshops with the relevant teams, preparing detailed deliverable documents, presenting them, and incorporating feedback. On this strong foundation, they implemented Odoo V16 with applications including CRM, Sales, Subscriptions, Project, Timesheet, Helpdesk, Employees, Time Off, Accounting, and Dashboard, enabling GTEC to automate repetitive tasks, streamline operations, and access real-time, reliable data for better decision-making and client service.
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
“Regarding the project with Captivea, I would say it went very smoothly. The Captivea team was an invaluable guide throughout the entire process. I would share my requirements and ideas, and they would always suggest one or two different approaches to address them. What I particularly appreciated was having the option to either align my expectations with Odoo’s standard features or opt for more customised developments to meet my needs precisely.”
Odoo apps deployed
The Odoo suite on this project
All Odoo applications, activated at the pace of the client's needs.
Finance
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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