Customer reference
Oktave
Oktave is a service dedicated to energy renovation in the Grand Est region, initiated by the Grand Est Regional Council and ADEME. It supports homeowners at every stage of their project, from technical assessments to financing the work. With tailored solutions, Oktave provides comprehensive support for undertaking high-performance renovations, combining technical expertise with suitable financing options.
Industry
Location
Strasbourg, France
Implemented by
Case on Odoo
The context
From rising homeowner demand to the need for structured digital processes
Oktave is a service dedicated to energy renovation in the Grand Est region, initiated by the Grand Est Regional Council and ADEME, supporting homeowners throughout their entire renovation journey.
Before the Odoo ERP project, Oktave’s teams handled homeowner requests, technical studies and financing support with disparate tools and manual processes, which made it difficult to share information efficiently and to track renovation projects consistently from end to end.
For Oktave, the key objectives were to guide more homeowners towards high-performance renovations, secure every step of the renovation journey, and gain consolidated visibility over activities and resources across the Grand Est region.
Their needs
A centralised ERP to support high-performance energy renovation projects
Oktave was looking for a robust ERP solution to centralise information on homeowners, renovation projects and financing, standardise processes from first contact to completion of work, and make it easier for teams to collaborate while supporting the growth of energy renovation in the Grand Est region.
- Centralise data related to homeowners, renovation projects and financing in a single system.
- Standardise and secure the end-to-end process, from initial technical assessment to completion of renovation works.
- Improve collaboration and information sharing between the teams involved in supporting homeowners.
- Gain consolidated, reliable visibility on activities to better steer the energy renovation service.
The proposed solution
An Odoo ERP foundation tailored to an energy renovation service
Captivea Luxembourg deployed Odoo ERP as Oktave’s central platform, structuring the key processes that support homeowners, consolidating operational data in one place and providing a solid digital foundation to manage high-performance energy renovation projects across the Grand Est region.
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 feasibility
- 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 deliverable 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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