Customer reference
TRANSFLUID
Founded in 1994 in the Chambéry region, Transfluid was created to meet your fluid requirements in a personalised way. Today, we are proud to be known for our excellence, whether it is the quality of our products, the speed of our services or our deliveries. At Transfluid, we are always by your side. Just one click and your products are dispatched!
Industry
Location
SAINTE-HELENE-DU-LAC, France
Implemented by
Case on Odoo
The context
Overview of the TRANSFLUID project
TRANSFLUID is a wholesale and retail company based in SAINTE-HELENE-DU-LAC, France, specialising in fluid solutions and recognised for the quality of its products, the speed of its services and its deliveries.
Before this project, TRANSFLUID was already using the Odoo ERP and wanted to ensure that their existing environment and processes were fully aligned with their business, supported over time and used in an optimal manner.
For TRANSFLUID, the key objective was to secure the feasibility of their ERP roadmap, gain confidence in the chosen approach and budget, and obtain clear visibility on how and when the improvements to their Odoo environment would be delivered.
Their needs
THEIR REQUIREMENTS
Confident in Captivea's expertise, Transfluid entrusted us with the task of providing ongoing support for their ERP management and optimal use of Odoo.
- To be reassured about the feasibility of their ERP initiatives in Odoo.
- Ensure that their specific business as a fluid solutions wholesaler/retailer was fully understood and accurately reflected in the system.
- Confirm a clear budget and implementation approach for the next steps on Odoo.
- Know the project timeline and how the work would be carried out, with a shared, structured plan.
The proposed solution
THE PROPOSED SOLUTION
The first step of this project is to carry out a complete analysis of the client's Odoo environment, through business discovery and themed workshops with the relevant teams, and then to create and present deliverable documents, incorporate feedback and confirm the way forward, the budget and the schedule.
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
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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