Customer reference
Safe Auto
Safe Auto est une société spécialisée dans l’automobile, proposant des services d’achat, de vente, de location de véhicules, ainsi que du consulting sur mesure. Elle accompagne particuliers et professionnels dans leurs projets automobiles, en offrant des solutions adaptées à chaque besoin. Grâce à son expertise du marché et son réseau de partenaires, Safe Auto garantit un accompagnement fiable, transparent et efficace, de la sélection à la livraison du véhicule.
The context
Optimizing vehicle purchase, sale and rental with a modern ERP
Safe Auto operates in the automotive sector in Luxembourg, offering vehicle purchase, sale and rental services, as well as tailored consulting for both individuals and businesses.
Before the Odoo project, Safe Auto relied on fragmented tools to manage its automotive activities, making it harder to track sales, rentals, invoices, expenses and website content in a consistent way. Processes were not fully integrated, which limited automation and made it more complex to obtain a clear, real-time view of operations.
The stakes for Safe Auto were to streamline internal processes, reduce manual tasks and errors, and gain reliable visibility on its sales, rentals and financial flows so it could better support customers and sustain its growth.
Their needs
A single ERP to streamline automotive operations
Safe Auto a choisi Captivea pour l’implémentation d’Odoo ERP afin de centraliser et simplifier la gestion de ses activités automobiles et améliorer le suivi de ses processus internes.
- Reassure the company about the feasibility of its ERP project before committing fully.
- Ensure that their specific automotive business model and processes were clearly understood and reflected in the solution design.
- Confirm the project budget, the way the implementation would be carried out and the associated timeline.
- Obtain clear, consolidated reporting and documentation to guide decisions and future developments.
The proposed solution
An Odoo ERP foundation built on detailed analysis
Captivea began the project with a complete analysis of Safe Auto’s Odoo environment, conducting business discovery and themed workshops by group, people and domain to fully understand their processes. From this work, Captivea created and presented detailed deliverable documents, handled feedback, and confirmed feasibility, budget, approach and timeline. On this basis, Odoo ERP was deployed with the Sales, Rental, Websites (Website Builder and eCommerce), Invoicing and Expenses modules to automate quotes, invoices and online orders, simplify content and product management, improve performance tracking and notifications, and reduce administrative tasks while supporting Safe Auto’s automotive activities end to end.
La première étape de ce projet consiste à effectuer une analyse complète de l'environnement Odoo du client.
Objectifs d'analyse
- Être rassuré sur la faisabilité
- Montrer que nous comprenons leur activité
- Confirmer un budget
- Savoir et confirmer comment nous allons procéder
- Connaître le planning prévisionnel
Processus d'analyse
- Découverte de l'entreprise
- Ateliers par thème / groupe de personnes / domaines
- Créer les documents relatifs aux livrables
- Présenter le rapport d'analyse
- Prendre en considération les feedbacks
The results
AVANTAGES & RETOURS SUR INVESTISSEMENTS
What the client gained, day after day, once the solution went live.
Gain de temps
- Centralized organization of financial documents
- Generate quotes in a few clicks
- Quick sharing of documents
- Simplified supply management
- Automation of intervention schedules
Gain de productivité
- 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
Augmentation des ventes
- 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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