Pourquoi Aunilec Solar a choisi Captivea comme intégrateur Odoo ERP ?

BEFORE ODOO: HOW DID THE TEAMS MANAGE THEIR ACTIVITIES?

Previous tools: Sage and Buzzee CRM

Before implementing Odoo, Aunilec Solar used two main solutions: Buzzee CRM for customer relationship management and Sage software for business processes. These tools, although functional, were isolated from each other, which complicated the smooth flow of activities.

Identified issues:

• Difficulty accessing information quickly in case of a colleague’s absence.
• Lack of real-time visibility on inventory and follow-ups of business opportunities.
• Fragmentation of processes slowing down decisions and collaboration.

Business needs:

• Centralize data on a single platform.
• Improve tracking of payments, purchases, and inventory.
• Implement an efficient CRM to optimize business opportunities.
• Provide an intuitive interface, accessible to all teams.

According to Lola Schmitt, the goal was clear: "Having a single software to centralize information so that searches and usage are more accessible to all teams." 

Why did Captivea stand out as the obvious choice?

A methodology focused on business needs

From the very first discussions, Captivea, a Gold Partner au Luxembourg, understood Aunilec Solar’s challenges and proposed a methodical approach aligned with the company’s business needs. Lola Schmitt highlights: "We were impressed by the quality of their listening skills and Captivea's ability to understand our challenges." This deep understanding of expectations was key to establishing a strong collaboration.

Personalized support and consultants’ responsiveness

Personalized support played a major role in the success of the Odoo ERP implementation. Captivea's Odoo consultants, thanks to their responsiveness, quickly answered Aunilec Solar team's questions, which facilitated communication and sped up project implementation

I was often in contact with the project manager and other Odoo consultants, and their responsiveness really made the process easier", says Lola Schmitt.

A rigorous and transparent approach

Throughout the project, a structured and transparent methodology guided system configuration adjustments based on Aunilec Solar’s needs. Regular exchanges between teams made it possible to offer solutions perfectly aligned with their expectations, ensuring a smooth and controlled transition to Odoo. This approach optimized processes while fostering effective and clear collaboration.

A fruitful collaboration through a shared vision

Feedback from Captivea's project manager

Fatine Bou Ourich, project manager at Captivea and Odoo ERP expert consultant, explains:

"The main objective was to centralize management tools while ensuring a smooth transition to Odoo." 

She adds:

"What was particularly rewarding was the rapid adoption of Odoo by Aunilec Solar's teams. Thanks to a clear methodology and personalized support, we were able to effectively meet their needs, allowing them to focus on what matters most: their growth."

She also emphasizes that the success of this project stems from the close collaboration between Captivea and Aunilec Solar teams.

"This joint effort ensured a successful implementation, with ongoing adjustments to meet the company’s needs."

What are the results after Odoo's integration?

An all-in-one ERP serving performance

The integration of Odoo has transformed Aunilec Solar’s daily management, bringing significant improvements on several levels:

• For Lola Schmitt, administrative and accounting assistant, one of Odoo's main strengths lies in its ease of access: "Having all documents related to an order instantly accessible is a real asset. Odoo is a very readable and versatile software."
• Overview: The dashboard provides an overview of key indicators, allowing the company director to monitor performance evolution in real-time. She also highlights the positive impact of the system’s 360° view: "The increased visibility of essential data has greatly simplified decision-making."
• Centralization of information: All necessary data is accessible in one place, facilitating collaboration between teams.

Improved internal coordination is another strong point: "Easy access to essential information, in just a few clicks, has significantly enhanced coordination between departments."

A more efficient CRM for customer tracking

Odoo's CRM module has become essential for Aunilec Solar in managing business opportunities:

• Real-time tracking: Teams monitor project progress and quickly respond to customer needs.
• Improved responsiveness: The system enables more precise management of opportunities, strengthening client relationships and supporting the company’s growth.

This helps them meet deadlines for submitting offers, whether a quotation or something else, and have an overview of upcoming opportunities."

Improved administrative and accounting management

The accounting and purchasing modules have significantly improved administrative processes:

• Simplified bank reconciliation: Payment tracking is now more efficient, speeding up invoice validation. 
  Regarding financial management, she notes a significant improvement: "Thanks to Odoo, I can easily reconcile payments and validate invoices, whether paid or not. This allows me to clearly see the amount of unpaid bills and what we still owe, which is helpful for us."
• Simplified expense reports: These are directly recorded in the system, reducing the time spent on administrative tasks.

Operationally, she concludes: "Odoo has completely changed the way we work, making our processes clearer and faster."