Customer reference
Editions T.I
Éditions Techniques de l'Ingénieur (ETI), also known as Éditions TI, is a French publishing house specialising in information for technical and scientific professionals. Founded in 1946, ETI has been a member of the WEKA publishing group since 1995. The company is best known for its flagship publication, Techniques de l'Ingénieur, a comprehensive collection of technical and scientific databases available in both print and online formats.
Industry
Location
Saint Denis, France
Implemented by
Case on Odoo
The context
Optimising technical publishing operations with Odoo ERP
Éditions Techniques de l'Ingénieur (ETI), also known as Éditions TI, is a French publishing house dedicated to information for technical and scientific professionals, best known for its Techniques de l'Ingénieur reference publications and databases.
Before the project, managing subscriptions, sales and invoicing had become increasingly complex, and the existing organisation no longer provided the level of operational efficiency and control that Editions T.I. needed to support its technical and scientific publishing activities.
The priorities were to secure the feasibility of the transformation, keep the project budget and timeline under control, and give the company reliable, structured information to steer its activities with confidence.
Their needs
Clarifying and securing their Odoo ERP transformation
Editions T.I. wanted to streamline the management of its operations by selecting an ERP system and appointing Captivea to manage its Odoo environment, with clear visibility on feasibility, budget, methodology and timelines.
- Be assured of the feasibility of your Odoo ERP project.
- Work with a partner who clearly understands the technical and scientific publishing business.
- Confirm the overall project budget and validate the project scope.
- Clarify how the Odoo environment will be implemented and know the associated timeline.
The proposed solution
A comprehensive analysis of the Odoo environment and an improvement roadmap
Captivea first conducted a comprehensive analysis of the client's Odoo environment, combining business discovery, themed workshops by group and domain, the creation and presentation of detailed deliverable documents, and a structured approach to handling feedback. This enabled Editions T.I. to have a clear, shared roadmap to leverage Odoo CRM, Sales, Subscriptions, Invoicing, Documents and Dashboard to save time, automate billing and business processes, generate quotations in just a few clicks, and manage the company using accurate, real-time dashboards and reports.
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
- 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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