Customer reference
Your BarTender
Planning a wedding, private party, art opening, or corporate event? Your Bartender is the go-to partner to elevate any occasion! As a specialist in custom bar experiences, they bring both elegance and warmth to every gathering. Whether you’re aiming for a chic vibe or a lively celebration, Your Bartender tailors each setup to deliver an unforgettable experience for all your guests.
Industry
Location
Krautem Réiser, Luxembourg
Implemented by
Case on Odoo
The context
A growing mobile bar service looking to centralise event operations
Your Bartender is a mobile bar specialist based in Luxembourg, creating tailored bar experiences that bring elegance and warmth to weddings, private parties, art openings, and corporate events.
Before the project, information related to sales, contacts, invoicing, documents, and the website was spread across different tools and manual processes, making it harder for the team to follow a clear sales workflow, keep data consistent, and scale their growing event activity.
The stakes were to support growth with reliable, centralised information, streamline sales and event management, and ensure every customer interaction matched the premium experience delivered on-site at events.
Their needs
Centralising sales, documents, and events in a single Odoo environment
The client engaged Captivea to centralise their information and streamline their processes in Odoo, especially for sales, contacts, invoicing, documents and the website, with support for data import and training on the sales workflow.
- Centralise all key business information in Odoo instead of using scattered tools.
- Streamline sales, contact, invoicing, document and website processes from end to end.
- Get support to import your existing data into Odoo without losing any history.
- Receive training on a clear, reliable sales workflow that the whole team can follow.
The proposed solution
A structured Odoo analysis to build a solid foundation for future growth
Captivea started the project with a complete analysis of Your Bartender’s Odoo environment, running business discovery workshops by theme and team, then preparing detailed deliverable documents, presenting them, and managing feedback so that the chosen Odoo configuration would centralise information, streamline sales and invoicing, and pave the way for efficient use of Accounting, Documents, Sign, CRM, Sales, Employees, Time Off, Surveys, WhatsApp, Calendar and Planning.
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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