Customer reference
NOVALAIR LUXEMBOURG SA
Specialised in the maintenance and sanitisation of water and air systems Whether it’s an air quality audit, water system disinfection, or ventilation system cleaning, at Novalair Luxembourg, you can count on a committed partner who will do everything possible to ensure a healthy and safe environment. Together, let’s make air and water quality a priority for everyone.
Industry
Location
DUDELANGE, Luxembourg
Implemented by
Case on Odoo
The context
From specialised field services to streamlined operations with Odoo
NOVALAIR LUXEMBOURG SA, based in DUDELANGE, Luxembourg, specialises in the maintenance and sanitisation of water and air systems to ensure healthy and safe environments for its customers.
Before the Odoo project, business opportunities, sales, inventory and accounting were handled through separate tools and processes, which made it difficult to centralise information, track stock levels in real time and manage financial data internally.
The stakes were to secure reliable, consolidated information across sales, inventory and accounting, improve responsiveness during interventions, and gain better control over financial performance while supporting future growth in their field service activities.
Their needs
Centralising sales, inventory and accounting in a single tool
NOVALAIR LUXEMBOURG SA wanted to deploy Odoo to centralise the management of their business opportunities and sales, gain better tracking of inventory and start managing their accounting in-house within a single integrated system.
- Centralise the management of business opportunities and sales in one tool.
- Improve tracking of inventory to support field service interventions.
- Bring accounting management in-house with an integrated solution.
- Reassure the team on feasibility, budget, approach and project timeline through a structured analysis phase.
The proposed solution
A structured Odoo ERP deployment built on an in-depth analysis phase
Captivea Luxembourg began with a complete analysis of NOVALAIR LUXEMBOURG SA’s Odoo environment, conducting business discovery workshops by theme and team, producing detailed deliverables, presenting them and incorporating feedback. On this basis, they deployed Odoo ERP with the Accounting, Invoicing, CRM, Sales, Inventory, Purchase, Employees and Field Service apps to centralise financial and accounting information, customer and supplier data, stock management and field interventions in a single, responsive system.
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
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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