Overview of the OPTIMISTIK Project
Business sector | IT-Communication - Software development |
Installed solution | |
Number of employees | 11 - 50 employees |
Number of licences | 41 |
Year of integration | 2024 |
ERP Integrator | CAPTIVEA France, Europe - Odoo Partner |
WHO IS OPTIMISTIK?
The company’s objective is to democratise the use of data at every operational level of a factory, helping manufacturers improve their competitiveness, agility and energy transition. Its solution is deployed in more than 150 industrial sites across 12 countries on 5 continents.
THEIR NEEDS
The client expressed several requirements relating to accounting (Q&A on FEC opening journal entries, reconciliation of payroll/expense reports/social charges), managing the IT equipment inventory in Odoo (including non-capitalised equipment), the ability to bill a subscription through two separate invoices on two different dates, as well as a point of concern regarding bank reconciliations, where the link to the invoice is sometimes lost when entering the partner’s name.
THE PROPOSED SOLUTION
The first step in this project is to carry out a complete analysis of the client’s Odoo environment.
Analysis objectives
- To be reassured about the feasibility
- To demonstrate that we understand 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 / stakeholder group / domain
- Prepare the deliverable documents
- Present it
- Handle feedback
Odoo installed modules
Accounting
Invoicing
Benefits & Return on Investment
Time saving
- Automated Billing
- Generate Quotations in a Few Clicks
- Customise Odoo Screens
- Streamlined operations, improved data sharing, and a single source of truth
Productivity gain
- Optimisation of Purchase Management
- Optimisation of Inventory Management
Increase in sales
- Business Process Automation
- Creation of Automated Tasks