Customer reference
Force 5
Force 5 is a company that specialises in training and preparing candidates for sailing boat licence examinations.
Industry
Location
Howald, Luxembourg
Implemented by
Case on Odoo
The context
From manual administration to a unified training management platform
Force 5 is a specialist sailing school focused on training and helping people obtain boat licences for sailboats.
Before the project, Force 5 did not have integrated management software and had to rely on separate tools and manual processes to run daily operations, manage members and handle training activities.
The key objective was to manage the company efficiently on a daily basis, maintain high service quality for members, and keep clear visibility over activities, finances and growth opportunities.
Their needs
An all-in-one system to manage sailing training and members
The client needs management software to run their business on a daily basis and to offer quality services to their members.
- Centralise information about members, training courses and activities in one system.
- Automate quotations, invoicing and billing to save time and reduce errors.
- Offer an online customer portal where members can register and track their training progress.
- Have clear visibility of operations and timelines to plan resources and services.
The proposed solution
An Odoo ERP tailored to sailing training and membership services
Captivea Luxembourg deployed Odoo ERP as the central platform for Force 5, configuring Accounting, Invoicing, Sign, eLearning, Sales and Events so the company could save time, centralise information, automate processes and offer online services to its members.
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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