Overview of OPTIMISTIK Project
Business sector | IT-Communication - Software development |
Installed solution | |
Number of employees | 11 - 50 employees |
Number of licenses | 41 |
Year of integration | 2024 |
ERP Integrator | CAPTIVEA France, Europe - Odoo Partner |
WHO IS OPTIMISTIK ?
The company aims to democratize the use of data at all operational levels of a factory, helping manufacturers improve their competitiveness, agility, and energy transition. Its solution equips over 150 industrial sites across 12 countries on 5 continents.
THEIR NEEDS
The client raised several needs around accounting (Q&A on the FEC opening journal entries, payroll/expense reports/social charges reconciliation), managing IT equipment inventory in Odoo (including non-capitalized equipment), the ability to invoice a subscription in two separate invoices on two different dates, as well as a point of concern regarding bank reconciliations where the link to the invoice sometimes gets lost when entering the partner's name
THE PROPOSED SOLUTION
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 installed modules
Accounting
Invoicing
Benefits & Returns on investment
Time saving
- Automated Billing
- Generate Quotes in a Few Clicks
- Customize Odoo Screens
- Streamlined operations, improved data sharing, and a single source of truth
Productivity gain
- Optimization of purchasing management
- Optimization of inventory management
Increase in sales
- Business process automation
- Creation of automated tasks