Overview of OPTIMISTIK Project
Business sector | IT-Communication - Software development |
Installed solution | |
Number of employees | 11 - 50 employees |
Number of licenses | 41 |
Year of integration | 2024 |
ERP Integrator | CAPTIVEA France, Europe - Odoo Partner |
WHO IS OPTIMISTIK?
The company aims to democratise the use of data at all operational levels of a factory, helping manufacturers improve their competitiveness, agility and energy transition. Its solution is used in over 150 industrial sites across 12 countries on 5 continents.
THEIR NEEDS
The client raised several needs around accounting (Q&A on the FEC opening journal entries, payroll/expense reports/reconciliation of social charges), managing IT equipment inventory in Odoo (including non-capitalised equipment), the ability to invoice a subscription in two separate invoices on two different dates, as well as a concern regarding bank reconciliations where the link to the invoice is sometimes lost when entering the partner's name.
THE PROPOSED SOLUTION
The first step of this project is to perform a complete analysis of the client's Odoo environment.
Analysis objectives
- To be reassured about the feasibility
- 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 deliverable documents
- Present it
- Handle feedback
Odoo installed modules
Accounting
Invoicing
Benefits & Return on investment
Time saving
- Automated Billing
- Generate Quotations in a Few Clicks
- Customise Odoo Screens
- Streamlined operations, improved data sharing, and a single source of truth
Productivity gain
- Optimisation of purchasing management
- Optimisation of inventory management
Increase in sales
- Business process automation
- Creation of automated tasks