Customer reference
MOVE Training sarl-s
Move Training is the coaching company run by Joel.
Passionate about sports, he supports his clients in reaching their goals and realising their personal potential.
Industry
Location
Differdange, Luxembourg
Implemented by
Case on Odoo
The context
A growing coaching business held back by manual administration
MOVE Training sarl-s is a sports coaching company in Differdange, Luxembourg, run by Joel, who supports his clients in reaching their goals and personal development.
Before the project, Joel spent most of his time in the gym with clients and had little time left to manage administrative tasks, even though an Odoo environment was already in place and needed a full review and proper structure.
The challenge was to free up more time for coaching while ensuring reliable bookings, fast and accurate billing, and clear visibility of the company’s finances and activities.
Their needs
Free up time and simplify administration with Odoo
Joel wanted an Odoo setup that would let him automate as much of the administrative work as possible so he could focus on coaching while still keeping control of bookings, quotations, invoicing and customer communication.
- Save time on daily administrative tasks so Joel can focus on coaching sessions.
- Allow clients to book and manage coaching sessions online, including group sessions.
- Generate quotations, invoices and accounting entries quickly from a single system.
- Improve communication and marketing activities with clients through integrated digital tools.
The proposed solution
An Odoo ERP tailored to a sports coaching company
Captivea Luxembourg began with a thorough analysis of MOVE Training’s existing Odoo environment, using business discovery and themed workshops to understand the coaching operations and administrative pain points. Based on this, they configured Odoo ERP with Accounting, Invoicing, Expenses, Spreadsheet (BI), Documents and Sign for finance and administration, and activated Website, Blogs, Forum, Live Chat and eLearning to support the online presence and training content. Social Marketing, Email Marketing, SMS Marketing, Events, Marketing Automation and Surveys were set up to manage client communication and engagement, while CRM and Sales streamlined the sales cycle from booking requests to quotations and confirmed sessions, delivering a unified and efficient workflow for the company.
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
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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