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Customer reference

Lycée Sully

Sully High School and Higher Education, based in Marseille, offers career-oriented programmes across various fields: Administration & Human Resources, Insurance & Banking, Accounting – Management – Finance, Business – Marketing – Digital, Real Estate, and Transport & Logistics.

Industry

Education

Location

MARSEILLE, France

Implemented by

The context

Structuring and securing Odoo for a career-focused educational institution

Lycée Sully is an education provider in Marseille offering both secondary and higher education programmes focused on careers in administration, finance, business, real estate, and logistics.

Before this project, Lycée Sully was already using Odoo but needed a clearer, more structured framework around its accounting processes, analytical accounting, and overall ERP management to ensure the system truly supported its educational activities.

The objective was to ensure Odoo could reliably support the school’s financial tracking, provide trustworthy analytical views, and give management secure, organised, and easily accessible information for decision-making.

Their needs

Clarifying requirements and securing the Odoo accounting environment

The client turned to Captivea to implement Odoo's accounting module, set up analytical accounting, and support the overall management of their ERP environment.

  • Implement and properly configure the Odoo Accounting module for the school’s activities.
  • Set up analytical accounting to track results by programme, activity, or domain.
  • Receive support in the day-to-day management and evolution of their Odoo ERP environment.
  • Obtain a clear, validated view of feasibility, budget, methods, and timeline for the project.

The proposed solution

A complete analysis of the Odoo environment to guide a reliable ERP roadmap

Captivea began with a complete analysis of Lycée Sully’s existing Odoo environment, focusing on the Accounting app and analytical accounting. Through business discovery and themed workshops by group and domain, Captivea documented the school’s processes, produced detailed deliverables, presented and refined them with feedback, and defined a clear roadmap. This structured approach secures the feasibility, budget, and timeline, and prepares the ground for time savings, reduced manual entry, centralised information, and more reliable financial reporting.

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

  1. Business discovery
  2. Workshops By theme / group of people / domains
  3. Create the deliverables documents
  4. Present it
  5. Handle feedback

Odoo apps deployed

The Odoo suite on this project

All Odoo applications, activated at the pace of the client's needs.

Finance

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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