Organisation consulting and process management: with or without Odoo

Who is this organisation consulting for?

Organisation consulting is aimed at managing directors and business leaders of SMEs and mid-sized companies, in trading, distribution, retail, service companies and industrial manufacturing. Five situations come up most often:

• You want to organise your company better, with no IT project: clarify roles, make workflows reliable, cut re-keying and low-value tasks.
• You are preparing an ERP project and want to know what must change in the organisation before choosing and configuring a tool.
• You are hesitating between several ERPs and are looking for solid specifications and an independent opinion on Odoo.
• You already use Odoo and your teams work around it: exports, parallel spreadsheets, re-keying. A process review puts the tool back at the centre.
• You are running a project with another integrator and want project owner assistance that defends your interests, from scoping to acceptance.

In every case, our consultants cover organisation topics: administrative and sales flows, approval workflows, analytic breakdown, product and partner master data, allocation of roles, management indicators, quality control points. And the question nobody dares to ask: who decides what and on which data.

What deliverables do you get?

• The situation audit report: what works, the workarounds observed, the risks, the quick actions.
• A flow map, one diagram per chain.
• A register of dependency points and risks.
• A quantification of administrative waste in full-time equivalents.
• The target process and the roles matrix.
• The ERP specifications and the offer analysis grid, when you are choosing a tool.
• A roadmap sequenced by gain, with the associated change management plan.

The deliverables are written so that any integrator can pick them up, including one other than ANOR. A process review lasts three to eight weeks depending on the size of the company and the number of chains examined; the situation audit that precedes it is complimentary.

What we do: independent consulting, centred on your organisation

• Independent advice: our recommendations aim at a project that works, on time, with as little code as possible.
• An honest audit: the review says what it finds, including when your current software is enough and a reorganisation fixes the pain point.
• A clear scope: your organisation and your processes, flows, roles, data and steering. When a tool is at stake, Odoo is our preferred field of application, never a prerequisite.

We are a consulting firm and an Odoo integrator, but organisation consulting does not require Odoo. When the review concludes that a software change is useful, it says so with its reasons; when what you have is enough, it says that too.

Configuration, development or reorganisation: three answers often confused

When an Odoo project is at stake, faced with a pain point, three answers exist and many projects confuse them. Our organisation consulting starts by telling them apart, for each gap found between the way you work and standard Odoo.

• Configuration: the standard covers the need, provided it is set up with your rules. It is the most frequent answer and the cheapest over time.
• Custom development: justified when the gap is real, documented and its total cost (development, maintenance, migration) stays below the gain. See our approach to custom development.
• Reorganising the process: the gap comes from a habit, not a need. Changing the process costs less than adapting the tool and survives every version upgrade.

This sorting is done in business workshops by area: sales, purchasing, stock, finance, production depending on your activity. It feeds directly into the specifications and the scoping of the Odoo implementation that follows, when one follows.