AUSTRALIAN
OWNED & HOSTED
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· FUNCTIONAL CONSULTING
Process mapping across Sales, Inventory, Purchasing, Manufacturing and Accounting.
Odoo configuration aligned to your real-world operations (not generic demos).
Role-based training and adoption planning for teams.
Requirements for customisations and integrations (with scope you can trust).
THE BIG WIN
Less rework. Better adoption.
We help you make the “right decisions early” so Odoo fits your business - without over-customising.
We run structured workshops with stakeholders and key users to map current state vs desired state, identify bottlenecks, and define the minimum viable workflow that the team can adopt quickly.
Sales, quoting and order-to-cash workflows.
Purchasing, replenishment and supplier management.
Warehouse receiving, picking, packing and dispatch.
Manufacturing planning and work order execution (where applicable).
Accounting processes: invoicing, bills, reconciliation and reporting.
When customisation is required, we write requirements that developers can implement cleanly, with scope boundaries and test acceptance criteria - so budgets don’t blow out.
Gap analysis: standard Odoo vs custom requirements.
User stories, edge cases, and approval paths.
Acceptance criteria and test scenarios.
Staged rollout plan (so change is manageable).
We configure Odoo to support your workflows and enforce clean data practices. This is where you avoid the “everyone does it differently” problem.
User roles, access groups and approval rules.
Product, pricing, taxes and chart of accounts alignment.
Warehouses, locations, routes and replenishment rules.
Document templates, numbering, and operational controls.
New workflows only matter if the team uses them. We provide role-based training and “how we work” docs so the business actually changes, not just the software.
Role-based training sessions and recorded walk-throughs.
Operational SOPs aligned to your configuration.
Go-live checklists and user onboarding packs.
Post-go-live support coverage and optimisation backlog.
Sometimes you need key stakeholders in a room, a whiteboard, and real-time decisions. We provide on-site workshops and process mapping across Australia.
We can deliver in-person discovery workshops, workflow mapping and training in major cities and regions.
Sydney, Brisbane, Melbourne, Adelaide, Perth (and beyond).
Multi-site businesses: run workshops per site / warehouse.
Ideal for complex operations, change management and cross-team alignment.
Minimum on-site booking: half-day workshop.
Typical outcomes from a focused on-site session:
Agreed workflow decisions (sales -> warehouse -> invoicing).
Role/permission model and operational controls.
Priority list of quick wins vs longer-term improvements.
Clear next steps for implementation, training or integrations.
This is not consulting theatre - we produce usable outputs that drive implementation and adoption.
Workshop outputs
Clear "this is how we do it in Odoo" documentation for each department.
Configuration blueprint
Roles, approvals, master data rules, and key configuration points.
Gap analysis
A practical list of gaps, alternatives, and recommended approach (with scope boundaries).
Test plan
Repeatable tests around your real workflows (order-to-cash, procure-to-pay, etc.)
Adoption plan
Role-based training approach and go-live checklist so the team is prepared.
Quick clarity on where this fits in your Odoo journey.
Book a discovery workshop and we'll map your workflows, confirm what can be achieved with standard Odoo, and produce a plan your team can execute with confidence.
