Référence client
Unique Touch Events
Unique Touch Events est une entreprise spécialisée dans l’organisation d’événements pour des particuliers et des entreprises. Forte de plus de dix ans d’expérience, elle propose des services couvrant la planification, la conception, la coordination et la réalisation d’événements.
The context
From growing event operations to a need for structured, automated processes
Unique Touch Events is an event planning company for individuals and businesses, managing weddings, corporate events, private receptions, and exhibition projects from design through to on-site execution.
Before this project, Unique Touch Events had acquired Odoo but was still relying on partially manual processes and tools that were not fully aligned with their Offshore workflow, making coordination, tracking, and control of event projects more complex than necessary.
The stakes for Unique Touch Events were to secure reliable, scalable processes for event and project management, reduce time spent on low-value administrative tasks, and gain clearer visibility on operations and finances across all their activities.
Their needs
Automating and structuring Unique Touch Events’ Odoo environment
Unique Touch Events acquired Odoo and is looking to automate their business processes, with customization tailored to their Offshore workflow.
- Validate the feasibility of their project and the ability of Odoo to support their event and project management activities.
- Ensure that their specific Offshore workflow is properly understood and reflected in their Odoo setup.
- Confirm a realistic budget and implementation approach before going further.
- Obtain a clear project timeline and visibility on the steps needed to reach their target organization.
The proposed solution
A complete analysis of their environment to prepare a tailored Odoo ERP
Captivea USA first carried out a complete analysis of Unique Touch Events’ existing Odoo environment through business discovery workshops by theme and user group, produced detailed deliverable documents, presented the findings, and handled feedback, laying the groundwork for an Odoo ERP setup with Accounting, Invoicing, Project, CRM, Sales, Rental, and Events modules to streamline operations, automate billing and quoting, and centralize data.
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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