Customer reference
Newheidi
New Heidi is an eco-designed home décor brand offering handcrafted objects made from felt and natural wool, produced in Nepal in accordance with fair trade principles.
The context
From eco-designed home décor brand to a controlled Odoo migration
Newheidi is a niche eco-designed home décor brand that distributes handcrafted felt and natural wool objects produced in Nepal under fair trade principles.
Before the project, Newheidi was already running Odoo v17 but needed to migrate to v19, strengthen its use of the website features and prepare a move from Invoicing to the full Accounting app, without a clear view of feasibility, budget or timelines.
The priority was to ensure a smooth migration, avoid operational disruption, maintain reliable control over purchases and inventory, and gain better financial visibility while supporting a fair trade supply chain.
Their needs
Clarifying requirements for a secure Odoo migration and better day-to-day use
Newheidi came with a clear request: migrate from Odoo v17 to v19, receive training on how to manage and update their website, and be supported through the transition from the Invoicing app to the Accounting app, with reassurance on feasibility, budget and timelines.
- A clear and secure migration path from Odoo v17 to Odoo v19.
- Guided website training to manage content and updates independently.
- Support to move from using Invoicing to adopting the Accounting app.
- Visibility on feasibility, budget and deadlines before committing to the project.
The proposed solution
A comprehensive analysis of the existing Odoo environment to frame the project
Captivea France started the project with a thorough analysis of Newheidi’s Odoo environment, combining business discovery and themed workshops by team and domain. This led to detailed deliverable documents describing processes, proposed changes and impacts, which were then presented to Newheidi, discussed in feedback sessions and used to confirm the migration approach, budget and timeline across all relevant Odoo apps, from Inventory and Sales to Website and Accounting.
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
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, 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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