Customer reference
We Doo Accounting
We Doo Accounting is an accounting firm specialising in serving users of the Odoo accounting software. Your dedicated accountant and their team are proficient in Odoo and can handle bookkeeping and audit tasks directly within your Odoo accounting application. With We Doo Accounting, you can access your latest accounting information directly in your own environment.
Industry
Location
ANGERS, France
Implemented by
Case on Odoo
The context
From fragmented tools to an Odoo‑centric accounting firm
We Doo Accounting is an accounting firm based in Angers that focuses on supporting companies using the Odoo accounting application, combining accounting expertise with in-depth knowledge of the Odoo ecosystem.
Before this project, We Doo Accounting relied on multiple tools to manage human resources, marketing, production and accounting. This led to duplication of work, manual re-entry of data and made it more difficult to fully leverage Odoo as the central environment for both their internal operations and the services they provide to clients.
The objective was to design a feasible and clearly defined project that would centralise operations in Odoo, provide reliable and up-to-date financial data, and ensure that We Doo Accounting could scale its services while maintaining complete, real-time visibility over its activities.
Their needs
An integrated Odoo ERP backbone to run the entire firm
We Doo Accounting wanted Odoo ERP to manage all aspects of its business, from human resources and marketing to production and accounting, and requested a structured analysis to confirm feasibility, budget, and the project roadmap.
- Centralise the management of human resources, marketing, production, and accounting within a single Odoo ERP environment.
- Automate flows and exchanges with banks, suppliers, and customers directly from Odoo to reduce manual work and errors.
- Be confident about the feasibility of the project with a clear understanding of how Odoo would support their specific accounting services.
- Confirm the project budget, the implementation approach, and the timeline through a formal analysis and shared deliverables.
The proposed solution
A structured Odoo analysis leading to a tailored ERP roll-out
Captivea France began with a complete analysis of We Doo Accounting’s Odoo environment, running business discovery and themed workshops with key teams to fully understand their processes and objectives. From there, Captivea defined and deployed an Odoo ERP solution centred on the Accounting, Expenses, Documents, Sign, CRM, Sales, Sales Subscriptions, Employees, Recruitment, Time Off, Social Marketing, Email Marketing, Surveys, Purchase, Website Builder, Project, Timesheet, Knowledge, and Dashboard apps, creating centralised information, automated workflows with partners, streamlined operations, and management dashboards to optimise the firm’s performance.
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.
Inventory & Manufacturing
Finance
Marketing
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, increasing 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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