Customer reference
Safe Auto
Safe Auto is a company specialized in the automotive sector, offering services in vehicle purchase, sale, and rental, as well as tailored consulting. It supports both individuals and businesses in their automotive projects by providing solutions adapted to each need. With its market expertise and network of partners, Safe Auto ensures reliable, transparent, and efficient support from vehicle selection to delivery.
The context
Optimizing vehicle purchase, sale and rental with a modern ERP
Safe Auto operates in the automotive sector in Luxembourg, offering vehicle purchase, sale and rental services, as well as tailored consulting for both individuals and businesses.
Before the Odoo project, Safe Auto relied on fragmented tools to manage its automotive activities, making it harder to track sales, rentals, invoices, expenses and website content in a consistent way. Processes were not fully integrated, which limited automation and made it more complex to obtain a clear, real-time view of operations.
The stakes for Safe Auto were to streamline internal processes, reduce manual tasks and errors, and gain reliable visibility on its sales, rentals and financial flows so it could better support customers and sustain its growth.
Their needs
A single ERP to streamline automotive operations
Safe Auto chose Captivea to implement Odoo ERP, leveraging Captivea’s expertise to streamline their automotive operations and enhance the management of their internal processes.
- Reassure the company about the feasibility of its ERP project before committing fully.
- Ensure that their specific automotive business model and processes were clearly understood and reflected in the solution design.
- Confirm the project budget, the way the implementation would be carried out and the associated timeline.
- Obtain clear, consolidated reporting and documentation to guide decisions and future developments.
The proposed solution
An Odoo ERP foundation built on detailed analysis
Captivea began the project with a complete analysis of Safe Auto’s Odoo environment, conducting business discovery and themed workshops by group, people and domain to fully understand their processes. From this work, Captivea created and presented detailed deliverable documents, handled feedback, and confirmed feasibility, budget, approach and timeline. On this basis, Odoo ERP was deployed with the Sales, Rental, Websites (Website Builder and eCommerce), Invoicing and Expenses modules to automate quotes, invoices and online orders, simplify content and product management, improve performance tracking and notifications, and reduce administrative tasks while supporting Safe Auto’s automotive activities end to end.
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
The results
Benefits & Returns on investment
What the client gained, day after day, once the solution went live.
Time saving
- Centralized organization of financial documents
- Generate quotes in a few clicks
- Quick sharing of documents
- Simplified supply management
- Automation of intervention schedules
Productivity gain
- Centralized management of leads and customers, increasing sales team efficiency
- Smoother order processing with real-time stock tracking
- Clear visualization 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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