Haulogy aimed to digitize its key processes. Several priorities were identified. Optimized management of quotes and orders, aimed at accelerating and streamlining transactional flows.
Rigorous management of client budgets, for more precise planning and tracking of financial resources.Rigorous management of client budgets, for more precise planning and tracking of financial resources.Harmonized coordination of projects and services, involving meticulous management of time spent by internal and external collaborators, with a distinction between billable and non-billable activities.

A significant transformation in the management of invoicing and subscriptions, aimed at simplifying and strengthening the relationship with clients. 

Control over purchasing and subcontracting, enabling better management of external resources and cost optimization

The implementation of a robust reporting system to provide relevant and actionable analyses. The complete management of accounting, both general and analytical, for a precise and detailed view of financial movements.

Finally, the implementation of a CRM (Customer Relationship Management) to improve customer relationship management and boost business growth

Notre équipe s'est consacrée à configurer la suite d'applications Odoo16 de manière à répondre pleinement aux exigences spécifiques de Haulogy ( Odoo ventes, Odoo eFacturation, Odoo CRM, Odoo comptabilité, Odoo achats, Odoo projets, Odoo documents, Odoo congés, Odoo contrats, Odoo contacts, Odoo approbations, Odoo contacts). En prenant en compte leurs besoins particuliers, nous avons également procédé à l'ajout de champs essentiels, y compris ceux qui ne sont pas de nature standard. De plus, nous avons repris les données comptables à partir de leurs anciens logiciels, veillant à assurer une transition en douceur.

Un élément essentiel a été la configuration approfondie des modules Odoo liés à la comptabilité, garantissant une synchronisation fluide entre les différents aspects financiers de l'entreprise. En parallèle, nous avons organisé des sessions de formation pour l'équipe, les équipant ainsi des compétences nécessaires pour utiliser efficacement leur nouvel outil.

Pour soutenir Haulogy dans sa transition et son adaptation, nous avons activé notre service de support. Cette démarche assure un accompagnement continu et réactif.

On a daily basis, the transformations brought about by our intervention have profoundly impacted Haulogy's operations, resulting in a series of substantial improvements:

First, significant time savings—thanks to the implementation of optimized and automated processes, Haulogy employees have been able to allocate more time to high-value tasks, thereby boosting overall operational efficiency.

In a correlated manner, an increase in productivity has emerged. Routine operations have been streamlined, allowing for optimal resource utilization. The improvement in anticipatory resource management has been particularly notable. The tools implemented have enabled more informed and proactive planning.

Finally, the modernization of accounting has enabled much more precise analytical tracking. The advanced functionalities integrated into Odoo 16 have provided Haulogy with better visibility into financial performance, facilitating informed and growth-oriented decision-making.