Customer reference
ATELIER OLEA
Our agency provides end-to-end management of your landscaping project, from initial concept to final realisation. Whether you are a company, an individual or a public body, we offer in-depth consideration and customised solutions. With 10 years of experience, we have developed a proven process that lets us support you at every stage of the project while remaining your single point of contact.
Industry
Location
LA MOTTE-SERVOLEX, France
Implemented by
Case on Odoo
The context
A landscape architecture agency looking to centralise its operations
ATELIER OLEA is a landscape architecture agency that manages projects from design through to realisation for companies, individuals and public entities, acting as the single point of contact for its clients.
Before working with Captivea France, ATELIER OLEA did not have a unified system to manage accounting, sales, CRM and inventory, which made it difficult to centralise information, streamline processes and obtain a clear view of its activities.
For ATELIER OLEA, the key objectives were to save time, improve the reliability of their data, and secure a solution able to support their day-to-day operations and future growth without multiplying tools and manual data entry.
Their needs
A single ERP to manage every aspect of the agency
ATELIER OLEA wanted a software solution to manage all aspects of their business, including accounting, sales, CRM and inventory, and turned to Captivea to implement and manage an Odoo environment that would centralise and optimise their business processes.
- Centralise all business data and processes in a single Odoo-based solution.
- Ensure consistent, reliable information across accounting, sales, CRM and inventory.
- Have peace of mind about the feasibility of the project and how it will be carried out.
- Confirm a clear budget and timeline before committing to the full deployment.
The proposed solution
A complete analysis that builds a tailored Odoo ERP foundation
Captivea France began the project with a complete analysis of ATELIER OLEA’s Odoo environment through business discovery and themed workshops, producing detailed deliverables, presenting them, and handling feedback. This structured approach made it possible to define how Odoo ERP and its modules for Human Resources, Finance, Services, Sales and Supply Chain would be configured to centralise processes, automate key tasks and give the agency a coherent, scalable system.
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
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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