Customer reference
Squale Capital
Squale Capital is a Management Company (ManCo) based in Luxembourg, specializing in investment fund management. It currently supports around 30 companies and funds, providing services for the structuring and implementation of investment funds tailored to its clients’ needs.
With its expertise, ASTATE delivers professional and personalized management, while ensuring regulatory compliance and fund optimization for its investors.
Industry
Location
Luxembourg, Luxemburgo
Implemented by
Case on Odoo
The context
Tailored Odoo for complex investment fund management
Squale Capital is a Management Company (ManCo) based in Luxembourg, specializing in investment fund management for around 30 companies and funds.
Before this project, Squale Capital was running on a standard Odoo package that did not fully reflect its specific investment fund management processes, which raised questions about feasibility, budget, implementation choices and timelines for a more suitable solution.
The stakes were to secure a system that could support complex investment fund structures, ensure regulatory compliance, and provide reliable, real-time financial visibility for both internal teams and investors.
Their needs
A customized Odoo environment for investment fund operations
Squale Capital chose Captivea to benefit from tailored expertise and adapt Odoo to its specific investment fund management processes.
- Adapt Odoo to Squale Capital’s specific investment fund management workflows.
- Be reassured about the feasibility of transforming the standard Odoo package into a customized solution.
- Confirm a clear budget and detailed implementation approach for the project.
- Define and secure a realistic project timeline, from analysis through to deployment.
The proposed solution
An Odoo analysis and configuration aligned with fund management needs
Captivea began by performing a complete analysis of Squale Capital’s Odoo environment through business discovery and themed workshops, then produced detailed deliverable documents, presented them, and handled feedback to build confidence in feasibility, budget, implementation approach and timeline. On this basis, Odoo ERP was configured with Accounting, Invoicing, Documents, Sign, Knowledge, Whatsapp and Dashboard to deliver time savings, instant financial reporting, simplified payment management, centralized documents, automated electronic signatures, productivity gains and quick access to key performance indicators.
El primer paso de este proyecto es realizar un análisis completo del entorno Odoo del cliente.
Objetivos de análisis
- Para estar tranquilo sobre la viabilidad
- Demostramos que comprendíamos su negocio.
- Para confirmar un presupuesto
- Para saber y confirmar cómo lo haremos
- Conocer la línea de tiempo
Procesos de análisis
- descubrimiento de negocios
- Talleres Por tema / grupo de personas / dominios
- Crear los documentos entregables
- Preséntalo
- Gestionar la retroalimentación
Odoo apps deployed
The Odoo suite on this project
All Odoo applications, activated at the pace of the client's needs.
Finanzas
Productivity
The results
Beneficios y retorno de la inversión
What the client gained, day after day, once the solution went live.
Ahorro de tiempo
- Centralized organization of financial documents
- Generate quotes in a few clicks
- Quick sharing of documents
- Simplified supply management
- Automation of intervention schedules
aumento de la productividad
- 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
Aumento de las ventas
- 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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