Business Process Optimisation with Odoo
Before we configure a solution, we refine your processes. Through audits, gap analysis, and stakeholder input, we identify inefficiencies and design smarter workflows, resulting in a leaner, more agile operation supported by a well-aligned ERP system.
We start every engagement with a structured process audit: mapping your current workflows, interviewing key stakeholders, and identifying the bottlenecks, manual workarounds, and duplicated effort that quietly slow your business down. This gives us a clear picture of where automation and better system design can have the biggest impact.
From there, we redesign the workflow and configure Odoo to match it, rather than forcing your team to adapt to rigid, out-of-the-box processes. Typical outcomes include shorter approval cycles, fewer manual handoffs, clearer accountability across departments, and reporting that actually reflects how work gets done, all validated with your team before anything goes live.
What process optimisation includes
A practical review of how work flows through your business, and a plan to make Odoo do more of the heavy lifting.
Current-state mapping
We document how key processes actually run today, including the workarounds, spreadsheets and manual handovers.
Bottleneck analysis
We identify where time is lost, errors creep in and information gets stuck between teams or systems.
Automation opportunities
We pinpoint repetitive tasks that Odoo can automate, from reminders and approvals to reordering and invoicing.
Reporting & KPIs
We define the numbers that matter to you and design reports and dashboards that show them in real time.
Roles & approvals
We clarify who does what, set sensible approval limits and tidy up access rights.
Improvement roadmap
You get a prioritised plan of quick wins and longer-term improvements, with effort and expected benefit for each.
How an optimisation project runs
Short, focused phases that deliver improvements quickly.
1. Discovery interviews
1 to 2 weeks
We speak with the people who do the work and review your current Odoo setup or other systems.
2. Mapping & analysis
1 to 2 weeks
Processes are mapped end to end, and bottlenecks, risks and automation opportunities are identified.
3. Recommendations & roadmap
About 1 week
We present findings and a prioritised roadmap, and agree what to tackle first.
4. Quick wins
2 to 6 weeks
High-impact, low-effort improvements are configured and rolled out with your team.
5. Review
After about 3 months
We measure results against the original goals and plan the next round of improvements.
Most reviews take 3 to 5 weeks from discovery to roadmap. Implementing improvements then runs in stages, depending on your priorities and capacity.
Common processes we improve
Most businesses find their biggest gains in a handful of core processes. Typical areas we look at include:
- Quote to cash: quoting, order confirmation, delivery, invoicing and collections
- Procure to pay: purchase requests, approvals, receiving and supplier bills
- Inventory: reorder rules, stock accuracy and warehouse picking
- Projects and timesheets: time capture flowing straight into invoices
- Month-end close: reconciliations, accruals and reporting
Frequently asked questions
Do we need to be using Odoo already?
No. Process optimisation works for existing Odoo users and for businesses planning a move to Odoo, where it helps shape a better implementation.
Will this disrupt our team?
Discovery takes a few hours from each key person. Changes are rolled out in small steps with training, so day-to-day work continues.
How do we measure the results?
We agree measures at the start, such as time to invoice, order errors or hours spent on manual tasks, and review them after the changes are in place.
Can you implement the recommendations too?
Yes. We can configure and roll out the improvements, or provide the roadmap for your internal team to deliver.
Find out where your business is losing time
Tell us which processes frustrate your team the most, and we will suggest where to start.