Customer reference
LUNEA GROUPE
Lunea Groupe is a French company founded on 15 July 2006, specialising in medical equipment, dental training, and high-definition optics. Its head office is located in Évian-les-Bains.
The context
From scattered business data to a unified Odoo ERP
LUNEA GROUPE is a French company based in Évian-les-Bains, specialising in medical equipment, dental training, and high-definition optics for healthcare professionals.
Before the project, LUNEA GROUPE managed its activities with fragmented tools and processes, which made it difficult to centralise and standardise contacts, quotations, orders, and invoices, and to obtain a consolidated view of operations.
The objective was to ensure reliable, centralised management of all customer and supplier data, streamline the entire order-to-cash flow, and give the company better visibility and control over its business performance.
Their needs
A single cross-functional ERP to centralise all activity
LUNEA GROUPE wanted a unified, cross-functional ERP able to centralise and standardise all business data so that every activity could be managed within a single Odoo platform, from quotations to invoices and payments.
- Centralise contacts, quotations, orders, and invoices in one Odoo platform.
- Standardise business data across all activities to avoid duplication and inconsistencies.
- Automate bank synchronisation and the generation of Sendcloud carrier labels.
- Set up automatic invoicing to reduce manual input and the risk of errors.
The proposed solution
A structured Odoo analysis to build a robust, scalable ERP foundation
Captivea France conducted a comprehensive analysis of LUNEA GROUPE’s existing Odoo environment, organising business discovery workshops by theme and user groups to understand processes in detail, define the target organisation, and prepare deliverable documents. This work guided the configuration and use of Odoo modules such as Discuss, Dashboard, Calendar, Accounting, Documents, CRM, Sales, Inventory, Purchase, and Odoo Studio, with the objective of centralising data, automating key flows like bank synchronisation, carrier labels, and invoicing, and preparing a realistic budget and timeline for the evolution of the 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
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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