Customer reference
Groupe Audit Luxembourg
Groupe Audit Luxembourg is a certified audit firm founded in 2012, supervised by the CSSF and a member of the Luxembourg Institute of Registered Auditors (IRE).
It operates in three main areas: external audit of investment vehicles (funds, real estate, securitization, private equity, soparfi), liquidation of regulated and unregulated entities, and internal audit of financial sector companies, including PSFs and AIFM management companies.
Supported by an experienced team, it delivers precise and reliable services that meet the requirements of the Luxembourg financial sector.
Industry
Location
Luxembourg
Implemented by
Case on Odoo
The context
Modernizing audit management with a centralized, flexible ERP
Groupe Audit Luxembourg is a certified audit firm serving the Luxembourg financial sector with external and internal audit services, as well as liquidation of regulated and unregulated entities.
Before launching the project, the firm relied on separate tools and manual processes to manage audits, employees, projects and financial data, which made day-to-day operations less efficient and complicated consolidated visibility across assignments.
The stakes were to secure reliable, real-time information for audits and financial reporting, streamline internal processes, and ensure that the firm could continue to meet strict regulatory requirements while supporting its growth.
Their needs
Centralized tools and streamlined processes for demanding audit work
To modernize its system, centralize its tools, and optimize daily management, Groupe Audit Luxembourg turned to Captivea.
- Modernize the information system with a robust, scalable ERP adapted to audit activities.
- Centralize tools and data so that teams no longer have to re-enter information across multiple systems.
- Simplify and optimize the daily work of users by making processes more intuitive and less time-consuming.
- Give management clear, consolidated visibility on projects, workloads and financial performance.
The proposed solution
A tailored Odoo ERP foundation for a regulated audit firm
Captivea deployed Odoo ERP as a flexible and intuitive solution for Groupe Audit Luxembourg, starting with a complete analysis of the existing environment, then implementing Accounting, Sales, Employees, Recruitment, Time Off, Project and Timesheet to automate transactions, centralize customer and project information, simplify HR and project tracking, and provide the firm with accurate, real-time data for decision-making.
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.
Sales & CRM
Finance
Human Resources
Productivity
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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