Customer reference
WELLCOM
Established in Paris in 1981, Wellcom is now among the leading independent communications agencies in the French market. Public relations, content, brand management and digital: to address increasingly complex challenges, the hybridisation of our four areas of expertise, combined with an in-depth understanding of our clients’ needs, is at the heart of our operating model.
Industry
Location
Paris, France
Implemented by
Case on Odoo
The context
A fast-growing communications agency seeking a scalable ERP backbone
Established in Paris in 1981, Wellcom is now among the leading independent communications agencies in the French market, combining public relations, content, brand management and digital expertise to support its clients.
Before the project, Wellcom was experiencing rapidly expanding operations, and its existing digital management practices were no longer sufficient to support growth, making it harder to coordinate activities and maintain clear visibility over the business.
The objective was to support growth with a reliable ERP foundation, ensure operational control, keep budgets and timelines under control, and protect client satisfaction in a highly competitive communications market.
Their needs
Structuring growth with an ERP that matches a leading communications agency
Wellcom wanted a digital management solution that could effectively support its rapid expansion, with clear visibility on feasibility, a confirmed budget, and a concrete plan and timeline for how the ERP project would be executed.
- Be confident about the feasibility of the Odoo ERP project in their environment.
- Ensure their business and processes were fully understood before implementation.
- Confirm a realistic budget and a clearly defined scope for the deployment.
- Obtain a detailed roadmap explaining how and when each phase would be delivered.
The proposed solution
A comprehensive analysis of the existing Odoo environment to guide the ERP rollout
Captivea France initiated the project with a comprehensive analysis of Wellcom’s Odoo environment, conducting business discovery workshops by theme and by team, preparing detailed deliverable documents, presenting them and incorporating feedback. This structured approach made it possible to align Odoo CRM, Sales, Dashboard, Accounting, Expenses, Documents, Project, Timesheet, Planning, Odoo Studio, Purchase and Employees with Wellcom’s operational reality, paving the way for time savings, productivity gains, optimised purchasing, better dashboards for business management, on-time project delivery, cost control, improved client satisfaction and increased sales supported by automated tasks and customer reminders.
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
Human Resources
Productivity
Technical
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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