Customer reference
FLUX Advisors
Flux Advisors, with 25 years of experience in supporting businesses in the fields of accounting expertise, regulatory auditing, business management, and good governance, focuses on advising family businesses and business leaders to help them overcome their isolation and confusion. They assist in clarifying the vision and implementing it.
Industry
Location
Luxembourg
Implemented by
Case on Odoo
The context
Digitalising a fiduciary’s operations to enable new advisory services
Flux Advisors is a fiduciary based in Luxembourg City that supports entrepreneurs and companies with advisory services, independent administration, company incorporation and liquidation, as well as accounts auditing.
Before the project, many of Flux Advisors’ day-to-day activities relied on manual, administrative and time-consuming tasks handled through separate tools and spreadsheets, making it difficult to streamline processes, centralise information and free up time for higher-value advisory work.
The goal was to reduce the administrative burden, improve efficiency and visibility, and enable the creation of innovative services for their clients, while maintaining control over compliance, timelines and costs.
Their needs
Automating administrative work to free up time for advisory services
Flux Advisors wanted to digitalise their processes with Odoo, reduce the time spent on repetitive administrative tasks and create innovative services for their customers.
- Automate recurring administrative and accounting tasks to save time.
- Digitalise internal processes with Odoo and avoid handling the same information multiple times.
- Create and deliver innovative services for customers based on more efficient tools and better information.
- Gain clear visibility on activities, timelines and budgets to support decision-making and growth.
The proposed solution
A complete Odoo analysis leading to a tailored ERP implementation
Captivea Luxembourg began with a complete analysis of Flux Advisors’ Odoo environment through business discovery and themed workshops, then delivered clear documentation, budget confirmation and a project timeline before implementing Odoo ERP with finance, services, collaboration and marketing modules to automate billing, centralise information and improve communication with clients and partners.
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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