Customer reference
ESST
eSST is a Luxembourg-based company specialising in occupational health and safety. It provides tailored services and solutions that meet the specific needs of each company and sector player. CRMs have been implemented to enhance client relationship management and optimise opportunity tracking. In addition, quotations, invoices, purchase orders and accounting are managed directly through Odoo, ensuring the centralisation and automation of administrative and financial processes.
Industry
Location
Niederanven, Luxembourg
Implemented by
Case on Odoo
The context
Occupational health and safety services in need of integrated management
ESST is a Luxembourg-based specialist in occupational health and safety, providing tailored services and solutions that address the specific requirements of each company and sector player.
Before the project, ESST relied on fragmented tools and processes to manage client relationships and administrative tasks, which limited opportunity tracking and made it difficult to centralise documents, quotations, invoices, purchase orders and accounting within a single, coherent system.
The priority was to secure a reliable, scalable foundation for occupational health and safety activities, while improving client relationship management, gaining real-time visibility into opportunities and financial flows, and reducing the manual workload linked to administrative and financial processes.
Their needs
Tailored Odoo environment for health and safety operations
eSST sought Captivea's assistance to implement solutions tailored to occupational health and safety management, including CRMs to optimise client relationships and Odoo to automate administrative and financial processes.
- Implement CRMs that enhance client relationship management and optimise opportunity tracking.
- Automate quotes, invoices, purchase orders, and accounting within a single integrated system.
- Centralise administrative and financial processes to reduce manual work and limit the risk of errors.
- Obtain a clear, confirmed roadmap covering feasibility, budget, implementation approach, and timeline.
The proposed solution
In-depth Odoo analysis leading to a streamlined, integrated platform
Captivea began the project with a complete analysis of ESST's Odoo environment to reassure the customer about feasibility, demonstrate a thorough understanding of their occupational health and safety business, confirm the budget, define how the project would be carried out, and validate the timeline. Through business discovery workshops, thematic sessions with different teams, the creation and presentation of detailed deliverable documents, and structured feedback handling, Captivea prepared the ground for deploying and aligning Odoo modules such as CRM, Accounting, Invoicing, Expenses, Documents, Sign, Inventory, Purchase, Maintenance, Quality, Live Chat, eLearning, Email Marketing, Events, Surveys, Sales, Employees, Time Off, Project, Timesheet, Discuss, Knowledge, and Odoo Studio to support ESST's centralised and automated operations.
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.
Inventory & Manufacturing
Finance
Marketing
Productivity
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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