Map how your business really runs and find out whether an ERP such as Odoo fits, before you commit to a system or a budget.
These are the issues we most often uncover in a ERP Discovery. If any of them sound familiar, an assessment will show how exposed you really are.
The same data is typed into spreadsheets, accounting and inventory tools separately, leading to errors and no single view of stock, orders or cash.
When how work gets done isn't documented, a system can't be properly specified, and customisations end up built around guesses.
Picking an ERP from demos rather than requirements is a leading reason projects overrun their budget and miss their goals.
Customer, product and stock data that has grown messy takes far more effort to clean than most project budgets allow for.
Not sure which of these apply to you?
Book a no-obligation discovery call and we'll talk through your setup and whether an assessment makes sense.
An ERP project succeeds or fails on how well it is scoped. In a discovery engagement we work through your processes, systems and pain points with your team, so you know what you need, what it will take and whether it's worth doing.
How sales, inventory, purchasing, accounting and operations work today, and where time and accuracy are being lost.
What you need from a system, and how closely Odoo or other ERP options match it out of the box or with customisation.
The systems and spreadsheets in use now, what data must move across, and what needs to stay connected.
A phased plan with indicative cost and timeline, so you can decide how and when to proceed.
Every assessment follows the same four steps, so you always know what is happening, what we need from you and what you will receive at the end.
Step 01
We agree your goals, the systems in play and who we need to speak to.
Step 02
Our engineers review your environment, using read-only access where possible, and talk to your team.
Step 03
Findings in plain English, ranked by risk and business impact.
Step 04
A walkthrough and a prioritised plan, with optional help to put it into action.
You finish with findings you can understand, a plan you can prioritise and a team that can help you act on it, if you want us to.
You are handing us a view of your systems, so we keep it simple: clear scope, honest findings and people you can pick up the phone to.
Customers rate how we communicate and how we support them, visit after visit.
Support from 5 locations across Australia, with remote help wherever you are.
Reports written for business owners, not just IT teams, so you can see what matters and decide.
We reply within one to two business days, and only use your information to respond to your enquiry.
Straight answers about the ERP Discovery. If yours isn't here, ask us on a discovery call.
ERP discovery is the scoping phase before an ERP project. We map your processes, requirements and data, compare options and give you a costed roadmap, so you can decide with confidence before committing to a system.
No. We assess how closely Odoo and other options fit your requirements and recommend what suits your business, even if that isn't what we would implement.
Time with the people who run your key processes, access to the spreadsheets and systems you use today, and a clear view of your goals. We guide the sessions and do the documentation.
No. Discovery produces a plan you own. You can take it to implementation with us, or use it to run your own selection process.
Many customers pair assessments, for example security with Microsoft 365, or infrastructure with Azure, to see the whole picture.
Book a no-obligation discovery call and we'll tell you honestly whether the ERP Discovery is the right next step for your business.
What happens next
A short, no-obligation conversation about your setup and goals.
We agree exactly what the assessment covers, and what it costs, before we start.
We assess, report in plain English and walk you through the plan.