Customer reference
CLC Consulting
CLC Consulting is an accounting and administrative support firm in Luxembourg.
The company was founded by Catherine Levanti
Industry
Location
Niederkorn, Luxembourg
Implemented by
Case on Odoo
The context
Already on Odoo, and looking for expert support and training
CLC Consulting is an accounting and administrative support firm based in Niederkorn, Luxembourg, founded by Catherine Levanti.
Before working with Captivea Luxembourg, CLC Consulting had already been using the Odoo solution for several months without dedicated expert guidance, which limited how far they could optimise their day-to-day accounting and administrative processes with the available modules.
The goal was to secure a reliable, efficient Odoo environment that matched their actual business needs, improved daily productivity for a small team, and provided clear visibility over financial and administrative activities.
Their needs
Support, training, and clarity on an existing Odoo environment
The client engaged Captivea Luxembourg for support and training on the different Odoo modules they were already using.
- Gain assurance on the feasibility of their Odoo setup and future enhancements.
- Ensure their partner truly understood their business and way of working.
- Confirm a realistic budget and a clear implementation approach for the next steps.
- Obtain a defined timeline, along with a structured support and training plan, for the key Odoo modules.
The proposed solution
A structured analysis of Odoo, followed by targeted support and training
Captivea Luxembourg began with a complete analysis of CLC Consulting’s Odoo environment, organising business discovery workshops by theme and user group to understand their processes in detail. The team produced clear deliverable documents, presented the findings, handled feedback, and defined how to move forward. This approach laid the foundations for tailored support and training on the Odoo apps used by CLC Consulting, including Accounting, Invoicing, Expenses, Spreadsheet (BI), Documents, Sign, CRM, Sales, Project and Timesheet, so the office could fully benefit from an integrated ERP.
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.
Finance
Productivity
The results
Benefits & Returns on investment
What the client gained, day after day, once the solution went live.
Time saving
- Centralized organization of financial documents
- Generate quotes in a few clicks
- Quick sharing of documents
- Simplified supply management
- Automation of intervention schedules
Productivity gain
- Centralized management of leads and customers, increasing sales team efficiency
- Smoother order processing with real-time stock tracking
- Clear visualization 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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