Customer reference
LuxFLAG
LuxFLAG is an independent international non-profit association established in Luxembourg in July 2006. The agency consists of seven founding partners from both the private and public sectors whose mission is to ensure the viability and sustainability of the financial sector: the Luxembourg government, ALFI, ABBL, ADA, the European Investment Bank, Luxembourg for Finance, and the Luxembourg Stock Exchange (founding members).
Industry
Location
Kirchberg, Luxembourg
Implemented by
Case on Odoo
The context
Independent sustainable finance labelling agency seeking a reliable ERP backbone
LuxFLAG is an independent international non-profit association based in Luxembourg that supports the sustainability and viability of the financial sector through its labelling activities and the support of seven public and private founding partners.
Before the project, LuxFLAG’s HR, marketing and accounting activities relied on tools and processes that did not provide a comprehensive, unified view of their operations, making it difficult to manage information consistently across teams.
For LuxFLAG, the priority was to secure a robust, future-proof management platform that could support sustainable finance activities, provide reliable data for decision-making and ensure that internal processes for HR, marketing and accounting remained efficient and well controlled.
Their needs
A comprehensive, integrated Odoo environment tailored to LuxFLAG’s activities
LuxFLAG was looking for a comprehensive management solution covering HR, marketing, and accounting services, and chose to entrust Captivea with the analysis and management of its Odoo environment to ensure it would fully match their operational needs.
- Ensure that HR, marketing, and accounting could be managed within a single, coherent Odoo environment.
- Be reassured about the feasibility of the desired solution and its alignment with LuxFLAG’s sustainable finance activities.
- Clarify and confirm the project budget, the implementation approach, and the concrete steps to be taken.
- Obtain a clear, agreed timeline and structured deliverables to guide the evolution of their Odoo system.
The proposed solution
A structured analysis of LuxFLAG’s existing Odoo environment
Captivea began by conducting a complete analysis of LuxFLAG’s Odoo environment, organising business discovery workshops by theme and user group, producing detailed deliverable documents, presenting the findings, and managing feedback to validate feasibility, confirm the budget and roadmap, and define how Odoo would support HR, marketing, and accounting in a unified, efficient way.
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.
Inventory & Manufacturing
Finance
Human Resources
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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