Current-state evidence
Processes, systems, anonymised documents, reports and recurring workarounds.

UNDERSTAND & PLAN
Make the right ERP decisions before you commit the budget. Turn your operational requirements into a practical Odoo plan.
WHAT WE DELIVER
Not sure which apps you need, what should change or where to start? We work with your department owners to review the current process and define a sensible next step.
Follow how enquiries, orders, stock and accounts move today, including the work happening outside your software.
Identify what standard Odoo covers, what needs configuration and what deserves a separate technical review.
Choose the applications and hosting approach around the business need, rather than buying every option.
Set the first phase, dependencies and responsibilities so the project has a manageable starting point.
Clarify the cost drivers and separate software, setup, migration and support requirements.
Create a written scope your business can use for internal approval and supplier discussions.
IS THIS THE RIGHT SERVICE?
Check whether the proposed system suits the work you need to run.
Understand data, integration and team requirements before switching systems.
Find the gaps behind workarounds, unused apps and unreliable reports.
THE RESULT OF THE WORK
Each engagement has agreed deliverables and a named owner for the next step.
Discuss your requirementsOUR APPROACH
Meet the people who run and approve the work.
Review records, systems and handovers.
Compare the requirement with Odoo options.
Document priorities and the next project stage.
THE OUTPUT OF DISCOVERY
Consultation should finish with usable evidence, not only meeting notes or a generic demonstration.
Processes, systems, anonymised documents, reports and recurring workarounds.
Standard capability, configuration, custom work, integration needs and unresolved questions.
A usable first release, later phases, dependencies and decisions that cannot be postponed.
Users, data, environments, deliverables, assumptions and acceptance evidence providers can price.
Who should attend? Include the people who perform, approve and check the work—not only software administrators.
A LITTLE MORE DETAIL
A description of the business, current software, approximate user roles and a few anonymised documents. Include the reports or daily tasks that take too much time.
We can assess the open requirements and business issues first. Any technical review needs authorised access, a clear scope and the relevant source or environment information.
Include the process owner, one or more people who perform the daily work, the person who checks the result and someone authorised to make scope decisions. Finance, operations and technical representatives join the sessions relevant to them.
Record the requirement, current evidence, proposed Odoo approach, whether it is standard or needs further work, its priority, owner, dependency and acceptance question. Keep unresolved items visible instead of hiding them inside meeting notes.
An initial requirements review can take place before licences are purchased. The plan and hosting choice should follow the agreed needs.
No. It can also help with an existing Odoo setup, a planned expansion or a project that needs a clearer scope.
The agreed deliverable can include the requirement register, fit-gap findings, priorities and implementation assumptions.
Yes. A shared requirements brief helps you compare what different proposals include, exclude and leave for later.
It depends on the number of processes, entities, systems and decision-makers. The consultation proposal should state the workshops, evidence required, review cycle and delivery date rather than promising a generic duration.
No. The purpose is to identify where standard Odoo fits, where configuration or engineering may be needed, and where a requirement or alternative approach needs further validation.
No matching questions. Try another term or contact us.
YOUR NEXT ODOO STEP
Share your current setup and what you need to change.