Customer reference
SMART&CO
Smart-Group is an innovative company specialising in visual and audiovisual solutions for professional and commercial spaces. Comprising two branches, Smart-Live (interactive audiovisual solutions) and Smart-Sign (decorative signage), the company helps its clients create captivating, functional and contemporary environments.
The context
Refining an existing Odoo ERP for agile audiovisual manufacturing
SMART&CO, part of Smart-Group, designs and manufactures visual and audiovisual solutions for professional and commercial spaces through its Smart-Live and Smart-Sign branches.
Before this project, SMART&CO was already using Odoo ERP but relied on standard forms and templates that did not fully match their operational reality. Even minor changes to documents required disproportionate effort, and internal teams lacked clear guidance on which Odoo settings to configure or how best practices from other companies could be adapted to their own use of the system.
The objective was to adapt Odoo precisely to SMART&CO’s visual and audiovisual activities without heavy development, ensure reliable day-to-day operations, and give teams confidence that their tools, settings and processes would evolve smoothly in line with the business.
Their needs
Fine-tuning Odoo to match SMART&CO’s way of working
SMART&CO wanted to make minor adjustments to forms and templates, such as adding fields, calculations and visual changes, without heavy development, and to receive advice on Odoo best practices, help in identifying the right settings to adjust, and insights into how other companies handle similar situations.
- Enable minor form and template changes without resorting to heavy custom development.
- Adjust fields, calculations and visual layouts so that documents reflect SMART&CO’s actual operations.
- Get clear guidance on Odoo best practices and which configuration settings to use.
- Gain insights into how similar companies use Odoo to address comparable challenges.
The proposed solution
A structured analysis of the existing Odoo environment
Captivea France started with a comprehensive analysis of SMART&CO’s Odoo environment, combining business discovery with themed workshops by team and function. This exercise clarified feasibility, confirmed the project budget and approach, defined the timeline, and produced detailed deliverable documents, giving SMART&CO a clear, shared roadmap for tailoring Odoo to their specific requirements.
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
Websites
Inventory & Manufacturing
Finance
Human Resources
Marketing
Productivity
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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