Customer reference
International Climate Finance Accelerator (ICFA)
The ICFA is a unique two-year programme that accelerates emerging fund managers focusing on key areas of climate action. Our fund managers benefit from financial support, training on a wide range of topics, an experienced coach, and other benefits.
The context
From an existing Odoo system to a fully controlled, efficient environment
International Climate Finance Accelerator (ICFA) is a Luxembourg-based programme that supports emerging fund managers dedicated to key areas of climate action, providing financial support, training, coaching, and other benefits over a two-year journey.
Before the project, ICFA was already running Odoo but needed greater efficiency and clearer control over how the system supported their operations. They lacked a comprehensive analysis of their existing environment, leaving questions about feasibility, budget, and implementation approach unanswered.
The stakes were to secure a reliable, efficient ERP foundation for their climate finance activities, be reassured about the feasibility of their roadmap, confirm the project budget and timeline, and ensure that their specific business model was fully understood and reflected in their Odoo setup.
Their needs
Clarifying needs and securing control over the Odoo ERP
ICFA, aiming to improve efficiency, partnered with Captivea to manage their Odoo system, gaining full control over their business operations and a clear vision of how Odoo should support their mission.
- Improve operational efficiency by better leveraging their existing Odoo ERP.
- Gain full control over their Odoo environment and how it supports daily activities.
- Be reassured on the feasibility of their ERP roadmap and confirm the project budget.
- Clarify the implementation approach, timeline, and understanding of their specific business processes.
The proposed solution
A complete analysis of the Odoo environment to guide optimisation and growth
Captivea Luxembourg conducted a complete analysis of ICFA's Odoo environment, starting with business discovery workshops by theme, group of people, and domain. They produced clear deliverable documents, presented them, and handled feedback to confirm feasibility, validate the budget and timeline, and define how Odoo would support ICFA's processes for marketing, HR, services, finance, and collaboration.
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.
Sales & CRM
Website
Human Resources
Marketing
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
Does your project look like this one?
Let's discuss your challenges with an expert in your industry.