step 1 of 4

Discovery: understand before we configure.

We sit with the people who do the work — finance, sales, warehouse — and map how an order, a stock movement and a payment travel through the company today. Then we match each step to an Odoo app and write it down, so the scope follows the problem instead of a demo.

Get a quotation Talk to us

what discovery covers

We follow the work, not the software.

Process interviews

We sit with finance, sales, warehouse and operations and capture each flow as it actually runs today — including the spreadsheets and workarounds nobody documents.

Order-to-cash

Quotation to order to delivery to invoice to payment — every hand-off, approval and delay marked, so we know where the re-keying happens.

Procure-to-pay

Purchase request to order to receipt to vendor bill to payment, with the checks that should stop a wrong bill before it posts.

Record-to-report

How transactions reach the ledger and how the month closes today — reconciliations, tax and the reports leadership actually reads.

App mapping

Each step assigned to a standard Odoo app. Gaps are flagged clearly as configuration, integration or custom development — not left as surprises.

Data & systems review

What data must migrate and from where, and which systems stay and need connecting rather than replacing.

how discovery runs

From walk-through to written scope.

Kick-off

Agree which flows and teams to cover, and who signs the scope off at the end.

Process walk-through

Order-to-cash, procure-to-pay and record-to-report as they run now, workarounds included.

App mapping & gaps

Match each step to an Odoo app; flag configuration, integration and custom work separately.

Scope & quotation

Sequence the apps, list the data and integrations, plan training and hosting, then price it.

you leave with

A document you can act on — with us or without.

Discovery ends with a written scope you own. The number follows the problem, so you can decide the sequence, the budget and the partner with your eyes open.

Current-process map for order-to-cash
Current-process map for procure-to-pay
Record-to-report and month-end close map
Process-to-app mapping against standard Odoo
Gaps flagged as configuration, integration or custom
Data migration list — what moves and from where
Integration list — systems that stay and must connect
Recommended app sequence — what to switch on first
Training plan by team and role
Hosting recommendation — Odoo Online, Odoo.sh or on-premise
A written scope you keep and own
A quotation priced against that scope

common questions

Discovery, answered.

Do we have to commit to a full implementation to do discovery?

No. The scope and quotation are yours to act on — with us, with another Odoo partner, or in your own time. Discovery stands on its own.

Who needs to be in the sessions?

The people who do the work: finance, sales, warehouse and operations, plus whoever signs the scope off. We want the real process, not the org chart.

On-site or remote?

Either. We run sessions on-site in Singapore and remotely for teams in other locations.

What if a step doesn't fit standard Odoo?

It gets flagged as configuration, integration or custom development, and priced separately — so you can decide whether it is worth building or whether the process should change instead.

Will you touch our data or systems?

We review what has to migrate and which systems stay, but nothing changes during discovery. It is a mapping exercise, not a cut-over.

How much does discovery cost?

On quotation, sized to the flows and teams in scope. Tell us what you run and we will come back with a number — request a quotation.

related services

next step

Start by mapping how work moves today.

Tell us which flows hurt most — quoting, stock, month-end. We will scope the review and come back with a quotation.