Customer reference
L/C Export Solutions
Julia Lamitte, founder of L/C Export Solutions, draws on 25 years of export experience to support SMEs. She provides customised solutions to facilitate exports while ensuring payment, using her expertise in documentary credit, especially letters of credit, which secure 100% payment and turn international transactions into safe, reliable operations.
Industry
Location
Bertrange, Luxembourg
Implemented by
Case on Odoo
The context
Optimising an existing Odoo ERP for an export finance specialist
L/C Export Solutions is a specialised finance and insurance company based in Bertrange, Luxembourg, founded by Julia Lamitte to help SMEs secure international transactions through documentary credit and letters of credit.
Before the project, L/C Export Solutions was already using Odoo ERP but needed a more structured environment. Their existing setup did not fully support their advisory work on documentary credit, and the way Odoo was configured limited efficiency, visibility and confidence in the system as a foundation for growth.
The key objective was to secure a reliable, scalable Odoo ERP environment that matched the specific processes of an export and documentary credit expert, provided clear visibility on activities and resources, and ensured that any future development could be carried out on a robust, well-understood base.
Their needs
Clarifying, securing and optimising the Odoo ERP environment
L/C Export Solutions sought assistance to optimise their Odoo ERP management system and chose to collaborate with Captivea, an Odoo integration and customisation partner, to analyse their environment, confirm feasibility and define a clear, budgeted roadmap.
- To gain clarity and confidence on the feasibility of optimising and upgrading their existing Odoo ERP.
- To ensure their business and specific export processes were clearly understood and accurately mapped in Odoo.
- To confirm a realistic budget and a practical approach for implementing the improvements.
- To understand and validate how the project would be executed, with a mutually agreed timeline.
The proposed solution
A structured analysis of the existing Odoo ERP as the foundation for optimisation
Captivea initiated the project with a comprehensive analysis of the client’s Odoo environment, combining business discovery and themed workshops to understand L/C Export Solutions’ export and documentary credit processes. They produced clear deliverables, presented their findings and incorporated feedback, giving the client assurance on feasibility, a confirmed budget, an agreed implementation approach and a realistic timeline for optimising Odoo ERP.
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
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, improving 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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