Customer reference
VAT SOLUTIONS
Since its creation in Luxembourg in 2011, VAT Solutions is an independent company specialized in indirect taxation (VAT, customs and excise duties) for industrial, commercial and financial companies with cross-border activities of goods and services within the European Union.
Industry
Location
Luxembourg
Implemented by
Case on Odoo
The context
Independent VAT specialists looking to adapt Odoo to their specific business processes
VAT SOLUTIONS is an independent firm based in Luxembourg, specialising in indirect taxation (VAT, customs and excise duties) for industrial, commercial and financial companies with cross-border trade in goods and services within the European Union.
The client had implemented Odoo a little over a year before contacting Captivea and had initially been supported directly by the software publisher. As their use of the system expanded, they needed deeper customisation of Odoo to suit their specialised indirect taxation activities and internal processes. However, without the dedicated support of a local implementation partner, managing and steering this evolution was difficult.
For VAT SOLUTIONS, the key objectives were to ensure that their business processes and specific requirements were fully respected in Odoo, to secure the feasibility of the planned customisations, to keep control over the project budget and timeline, and to make sure that the ERP would continue to support their growth in indirect taxation services across European cross-border operations.
Their needs
Structuring Odoo around VAT SOLUTIONS’ specific taxation processes
The client wanted to continue customising Odoo to suit their business activities while fully respecting their existing business processes and specific requirements, and to be supported by a local implementation partner capable of understanding their indirect taxation context.
- Reassurance on the feasibility of the desired Odoo enhancements and customisations.
- Confirmation that their specific indirect taxation business processes would be correctly understood and accurately reflected in Odoo.
- Visibility and confirmation regarding the project budget and how the implementation work would be carried out.
- A clear and realistic timeline for the analysis phase and the subsequent implementation phases.
The proposed solution
A thorough analysis of the Odoo environment to secure the next phases of customisation
Captivea Luxembourg first conducted a complete analysis of VAT SOLUTIONS’ Odoo environment, organising business discovery workshops by theme, stakeholder groups and domains to understand how the company operates. Based on these sessions, Captivea created structured deliverable documents, presented them to the client, and incorporated the feedback, providing VAT SOLUTIONS with a clear view of feasibility, budget, implementation approach and timeline for adapting Odoo to their specific indirect taxation needs.
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
"We really realised during our first years using Odoo without Captivea that having the support of a good implementation partner is essential to the success of the project."
Odoo apps deployed
The Odoo suite on this project
All Odoo applications, activated at the pace of the client's needs.
Finance
Human Resources
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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