Customer reference
Recyfina
Recyfina is the parent company of a group of businesses specialising in real estate and recycling, operating across the three borders. It stands out for its expertise in aggregates, as well as in the recycling of iron and metals, contributing to sustainable resource management. With its know-how, Recyfina plays a key role in these rapidly growing sectors.
Industry
Location
Rodange, Luxembourg
Implemented by
Case on Odoo
The context
Centralising accounting and sales on a single Odoo ERP
Recyfina is a group parent company active in real estate and recycling across the three borders, with strong expertise in aggregates and in the recycling of iron and metals.
Before the project, Recyfina did not yet have its accounting and sales processes managed in a single, integrated system, which meant relying on fragmented tools and manual work to manage key information.
The key objective was to secure reliable, centralised financial and sales data, reduce manual data entry, and give management a clear, up-to-date view of the business to support growth in recycling and real estate activities.
Their needs
A centralised Odoo system for accounting and sales
To manage their accounting and sales in a centralized manner, Recyfina selected an Odoo ERP system and turned to Captivea for its management, leveraging its well-established expertise in implementing and optimizing tailored ERP solutions.
- Centralise accounting management in a single ERP system.
- Centralise sales processes and related data in the same tool as accounting.
- Rely on an experienced partner to manage and optimise your chosen Odoo ERP solution.
- Build a scalable digital foundation to support the group’s growth in recycling and real estate.
The proposed solution
An Odoo ERP project grounded in a comprehensive environment analysis
Captivea Luxembourg began the Recyfina project with a comprehensive analysis of the client’s Odoo environment, clarifying feasibility, confirming the budget and timeline, and demonstrating a precise understanding of their business. Through themed business discovery workshops by domain, the team produced detailed deliverables, presented them, incorporated feedback, and then implemented the Accounting and Sales modules to automate repetitive tasks, centralise financial and accounting information, and streamline quotations and invoices for faster, more user-friendly day-to-day operations.
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
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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