ERP & CRM discovery
Understand the business model, current tools and operational requirements.
Odoo
Connect ERP, CRM and everyday operations through an Odoo implementation shaped around your processes, data and people.

The perspective
Disconnected tools can make it difficult to see how work moves through a business. An Odoo programme should clarify the process, ownership and information behind each transaction before adding modules or customisation.
How we can help
Understand the business model, current tools and operational requirements.
Compare process needs with standard capabilities and make customisation choices explicit.
Set up the agreed modules and workflows with clear roles and acceptance criteria.
Address specific requirements while considering maintainability and future upgrades.
Plan migration, data quality and connections to the wider business environment.
Prepare users for new processes and agree a scope for optimisation and support.
What we work towards
Deliverables and success measures are agreed for each engagement.
Before we begin
Start by assessing standard capabilities. Customisation should address a clear requirement and account for maintenance, upgrade and training implications.
A phased scope can be appropriate. Identify the first business outcome, the necessary dependencies and how later phases will connect before implementation starts.
Your next move
Start with a business question, a platform decision or a challenge worth solving.