Customer reference
Domitille Desrousseaux
Domitille Desrousseaux (manager of Autrement SARL) is dedicated to helping adults find happiness and a healthy balance between their professional and family lives. By focusing on developing self-esteem and self-awareness, she encourages effective emotional management and the fulfilment of individual needs. By identifying and overcoming personal obstacles, she promotes inner harmony and authentic self-expression. By nurturing healthy self-esteem, her approach aims to enhance family, friendship, and professional relationships, supporting personal fulfilment and fostering sincere, compassionate communication.
The context
Personal development coaching business seeking streamlined management
Domitille Desrousseaux, manager of Autrement SARL in Luxembourg, offers personal development coaching to help adults find happiness and balance between their professional and family lives through work on self-esteem, self-awareness, and emotional management.
Before the project, the company did not have a flexible and comprehensive business management solution capable of seamlessly handling its accounting, sales, and marketing activities, which made day-to-day administration more time-consuming and fragmented.
The key objective was to secure a reliable, integrated system that would simplify administrative tasks, provide better visibility over finances and customer relationships, and free up more time for coaching and support activities.
Their needs
A flexible, all-in-one Odoo ERP for a growing coaching practice
The company needed flexible and comprehensive business management software to seamlessly handle its accounting, sales, and marketing activities.
- Implement a single, integrated tool to manage accounting and financial operations with Odoo.
- Support sales and point-of-sale activities without repetitive data entry or separate tools.
- Centralise marketing, communication campaigns, events and online training on one platform.
- Gain clarity on workload, planning and project follow-up with consolidated, real-time information.
The proposed solution
An Odoo ERP foundation built on in-depth analysis and tailored configuration
Captivea Luxembourg started the project with a complete analysis of the client’s Odoo environment, combining business discovery workshops, thematic sessions and structured deliverables to confirm feasibility, budget, approach and timeline, then configured Odoo ERP with dedicated apps for finance, marketing, services, website and human resources to automate repetitive tasks, save time, improve communication and provide accurate, real-time data for better decision-making.
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.
Sales & CRM
Inventory & Manufacturing
Finance
Human Resources
Marketing
Technical
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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