IBS & Partners

IBS & Partners
25A, Bld Royal Forum Royal
2ème étage
Luxembourg L-2449
Luxembourg

Implemented By

Captivea Luxembourg (64 reference(s))

Captivea Luxembourg
5 avenue du Swing
BELVAUX L-4367
Luxembourg
+352 20 33 41 42

Overview of the IBS & partners Project

Business sector

Finance/Insurance - Consulting Services

Installed solution

Odoo ERP

Number of employees

2 - 10 employees

Year of integration

2022

WHO IS IBS & PARTNERS ?

IBS & Partners has developed a multi-skilled team in order to meet the requirements of an international clientele:

  • Managerial support (management and administration)
  • Incorporation and domiciliation of companies
  • The evaluation of companies 
  • Accounting services

The originality of IBS & Partners is to offer, through a single contact, a set of customized services, managed and executed by professionals, specialists in their sectors.

Since 2002, IBS & Partners S.A. is a member of the international network CLARKSON HYDE (https://www.clarksonhyde.com/) which gathers economic advisers and chartered accountants on the 5 continents.

THEIR NEEDS

The customer has several solutions to manage his activities.

The client wishes to digitize its processes to be more reactive & free up time for its employees to provide more advice to its customers.

It is in this context that the client chose the odoo solution in order to centralize the different departments and activities on a single solution.

THE PROPOSED SOLUTION

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

  1. Business discovery
  2. Workshops By theme / group of people / domains
  3. Create the deliverables documents
  4. Present it
  5. Handle feedback

Odoo installed modules

Finance

Accounting

Invoicing

Expenses

Spreadsheet (BI)

Documents

Sign

Marketing

Social Marketing

Email Marketing

SMS Marketing

Events

Marketing Automation

Surveys

Human Resources

Employees

Recruitment

Time Off

Appraisals

Productivity

  Knowledge

Websites

Website Builder

eCommerce

Blogs


 

Services

Project

Timesheet

Appointments

Sales

CRM

Sales

Benefits & Returns on investment

Time saving

  • Automated Billing
  • Creation of a quote in a few clicks
  • Customize Odoo Screens
  • Centralization of Information

Productivity gain

  • Optimization of purchasing management
  • Optimization of inventory management
  • Planning of tour plans for installers
  • Management of the maintenance of the machine park

Increase in sales

  • Automation of the company's processes
  • Better visibility of employee timesheets and automatic invoice generation
  • Improved communication with suppliers & customers