Customer reference
Sun2Soh SARLS
Alain Diels, an electromechanical engineer with over 28 years of industrial experience, has specialised in energy audits and energy efficiency training. Today, with Sun2soH, he and his team are taking on new challenges. Their mission: to help individuals, SMEs and industrial companies achieve sustainable energy independence through tailored and responsible solutions.
Industry
Location
Ehlerange, Luxembourg
Implemented by
Case on Odoo
The context
Customised ERP to support sustainable energy independence projects
Sun2Soh SARLS is led by Alain Diels, an electromechanical engineer with over 28 years of industrial experience, who now leads a team specialising in energy audits, energy efficiency training and tailored renewable energy solutions for individuals, SMEs and industrial companies.
Before the project, Sun2Soh SARLS needed an Odoo ERP environment that was truly aligned with their specific business processes and day-to-day activities, and they were looking for expert guidance to configure, customise and manage the platform in a structured, reliable manner.
For Sun2Soh SARLS, the priority was to secure a robust ERP foundation that would support their growth, ensure accurate and centralised information across finance, sales, services and HR, and free up time for their team to focus on delivering sustainable energy independence solutions to their clients.
Their needs
An Odoo environment aligned with Sun2Soh SARLS' business processes
The client highlighted the requirement for an Odoo ERP solution tailored to their business processes.
- An Odoo ERP configuration fully adapted to the company's specific way of working.
- Clear assurance on the feasibility of the project and clarity on how it would be executed.
- A confirmed budget and a realistic, mutually agreed project timeline.
- Day-to-day support to implement, customise, and manage the Odoo platform efficiently.
The proposed solution
A structured Odoo analysis as the first step towards a tailored ERP
Captivea Luxembourg initiated the project with a comprehensive analysis of Sun2Soh SARLS' Odoo environment, conducting business discovery workshops by theme and by team, preparing detailed deliverable documents, presenting them, and incorporating feedback. This structured approach laid the foundation to leverage Odoo modules across finance, sales, services, productivity, supply chain, HR, and document management, thereby centralising information, automating transactions, and preparing the ERP to support Sun2Soh SARLS' energy efficiency and renewable projects.
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.
Finance
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, enhancing 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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