The source of the data
where the information comes from and who maintains it.
Consulting, AI and automation
Before applying AI, you need to understand the business
First we structure how your business works. Then we automate what is worth automating and apply artificial intelligence where it can bring a real improvement.
THE PROBLEM
Automating a poorly defined process just makes errors happen faster
The result? More applications, more duplicated data and operations that still depend on Excel, emails and undocumented knowledge.
Situations that slow down day-to-day work
- 01
Repetitive tasks
that take up hours and add no value.
- 02
Scattered information
across Odoo, spreadsheets, emails and other applications.
- 03
Processes that vary by person
depending on who carries them out.
- 04
Errors when copying data
updating statuses or preparing documents.
- 05
Slow decisions
because information arrives late or is unstructured.
- 06
Interest in AI
without a clear use case or prepared data.
You don’t always need another tool. Sometimes you need to better understand the process you already have.
VALUE PROPOSITION
We turn operational complexity into processes that can be understood, automated and improved
We start by understanding how your business works, what information each area uses and where the bottlenecks occur. Only then do we define which part should be solved with Odoo, what can be automated and where it makes sense to apply AI.
Three questions before proposing a solution:
WHAT WE ADDRESS
We automate to remove friction
- 01
Diagnosis and prioritization
We analyse current processes to detect duplication, manual tasks and improvement opportunities.
- Review of workflows.
- Identification of bottlenecks.
- Detection of duplicated information.
- Prioritization by impact and feasibility.
- Definition of goals and scope.
- Improvement roadmap.
- 02
Process automation
We design flows so that certain actions are triggered automatically when defined conditions are met.
- Alerts and reminders.
- Task creation and assignment.
- Status updates.
- Approval workflows.
- Internal validations.
- Document preparation.
- Issue tracking.
- 03
Applied artificial intelligence
We assess where AI can help work with information, queries and tasks that require classification or prior preparation.
- Classification of requests and documents.
- Data extraction.
- Assistants for internal queries.
- Drafting documents.
- Support for sales and customer service teams.
- Information analysis to support decisions.
Artificial intelligence does not replace the team’s judgement
We define what it can do, what limits it must have and when human validation is needed.
- 01What it can do
- 02What limits it must have
- 03When a person validates
THE VALUE IS NOT IN THE TOOL
An automation is only useful if the team can trust it
For an automated process to work reliably, it must be based on clear logic, reliable information and well-defined responsibilities.
That is why we review:
The process rules
what should happen in each situation.
The exceptions
what happens when a case doesn’t follow the usual flow.
The supervision needed
which actions can run on their own and which must be validated.
Traceability
how to know what happened and why.
Evolution
how to adapt the solution when the business changes.
Technology can speed up a process, but only a good structure makes that process sustainable.
HOW WE INTRODUCE AI
First a real opportunity. Then a controlled test
Not every process needs artificial intelligence. We analyse each case to check whether there is a concrete improvement and whether the available data allows us to work with guarantees.
- 01
We identify a task with potential
We find tasks with a high volume of information, manual classification or frequent queries.
- 02
We review the data and context
We check the quality of the information, the systems involved and the process risks.
- 03
We define the use case
We specify what the AI will do, what it won’t do and how the result will be reviewed.
- 04
We test before rolling out
We validate the solution with a limited scope and with the people who know the process.
- 05
We integrate only if it adds value
If the test works, we incorporate the improvement into operations and define how it will be monitored.
A PROGRESSIVE APPROACH
First an improvement that works. Then an architecture that can grow
Not every project needs to be tackled all at once. We start with the point that can have the most impact and extend the solution when the results justify it.
- 01
Understand
We analyse the real process, the people involved and the tools used.
- 02
Prioritize
We choose what should be solved first based on impact, complexity and feasibility.
- 03
Design
We define the rules, the information needed and the target flow.
- 04
Validate
We test the improvement with the team that will use the process.
- 05
Evolve
We measure how it works and propose the next steps.
Possible deliverables:
Process diagnosis
Opportunity prioritization
Automation proposal
Definition of an AI use case
Phased roadmap
WHEN IT MAKES SENSE TO CONTACT US
You don’t need a defined project. Just identify what is holding your team back
We can help you if:
- 01
A routine task takes longer than it should.
- 02
The team manually copies and pastes data between several tools.
- 03
A critical operational process depends solely on one person.
- 04
The information exists, but it is hard to find or use.
- 05
You want to assess a specific artificial intelligence use case.
- 06
Your company has grown, but current operations can’t keep up.
Tell us what is happening and we will help you turn the problem into a concrete improvement opportunity.
FAQ
Do I need to know exactly what I want to automate?
No. We can start with the problem: a repetitive task, duplicated information, a process that gets stuck or a decision that requires too many manual checks. We analyse its frequency, impact, risk, dependence on other systems and room for improvement before proposing a solution.
Is artificial intelligence part of every project?
No. An automation can be solved with rules, configuration, integrations or conventional developments without using artificial intelligence. AI is only considered when there is a clear use case, sufficient data, appropriate permissions and an improvement that can be evaluated.
What if my data is not ready for AI?
We review its quality, structure, availability, permissions and how up to date it is. If the information is not sufficient, we first define what needs to be organized, completed or normalized. In some cases, improving the process and the data adds more value than introducing AI straight away.
Can you work with the tools we already use?
Yes. First we analyse the current environment to identify what is worth keeping, what can be automated and what needs to be connected. When it is necessary to develop integrations, connectors or specific features, that part is handled by the Integrations and custom development service.
Does automation remove the team’s supervision?
Not necessarily. We design the process by establishing which actions can run automatically and which require human validation. We also define permissions, exceptions, logs and review points. In higher-risk processes, the solution must allow the result to be reviewed before a decision is applied.
How is a solution that uses artificial intelligence controlled?
We define what information it can use, what actions it can perform and which decisions are outside its scope. We also consider the traceability of responses, permissions, review cases and the planned course of action when the result is not reliable. AI must be integrated into a governed process, not work as an isolated tool.
How do you check whether an automation is worthwhile?
Before implementing it, we define the current process, the problem to be solved and the evaluation criteria. Depending on the case, we may review time spent, the number of manual steps, issues, duplicates or response speed. If there is no reasonable way to verify the improvement, the goal needs to be defined more precisely first.
Does this replace the Odoo implementation?
No. This service focuses on analysing processes, prioritizing improvements, automating tasks and assessing AI use cases. The implementation and configuration of specific Odoo areas is covered on the corresponding pages. When an automation needs to connect systems or create a new feature, the required technical scope is also defined.
RELATED SERVICES
Consulting, AI and automation
Start with the problem that is costing you time today
You don’t need to have the project defined or know what technology you need. Tell us which process gets stuck, which task is repeated or where your team is losing time. We will analyse it with you and help you decide the next step.
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