Current State Assessment
A documented analysis of your existing systems and processes. We map how your business actually works—not just the org chart.
Pre-Implementation Scoping
Know exactly what you need before you commit.
Get specs you can take to any partner. We assess your business, analyse the fit, and give you a clear specification—before you've committed budget to building the wrong thing.
The Gap
The problem with skipping this step
Most Odoo implementations start the same way: a partner gives you a demo, you get excited, and suddenly you're mid-project discovering gaps.
Partners have a conflict of interest at the scoping stage. They want to win your business, which means telling you what you want to hear. Deep discovery that might reveal Odoo isn't the right fit? That's not in their interest.
We have no such conflict. We're not bidding for your implementation. We get paid to give you clarity, whatever that clarity reveals.
What you get
Tangible deliverables you can use.
Whether you work with us afterward or not.
Fit Analysis
Detailed breakdown of what Odoo handles out-of-the-box vs. customisation. We tell you when you're about to pay for features Odoo already has.
Module Architecture
Recommended module set and configuration approach. Correct sequencing prevents integration headaches and scope creep.
Customisation Specs
Crucial: Detailed, quotable specifications for any custom work. Take these to any partner for comparable bids.
Implementation Roadmap
A phased plan with realistic timelines. Your accountability tool when a partner says "two weeks".
Who this is for
Is scoping right for you?
Scoping is for before things go wrong, or very early when course correction is cheap.
- Evaluators: You're unsure if Odoo is the right fit.
- Committed but hesitant: You want to define needs before a partner defines them for you.
- Early & uneasy: You've started, but something feels off.
- Negotiators: You want independent specs to compare partner proposals on equal terms.
"Our specifications are written to be implementation-ready: detailed enough that any competent Odoo
developer can estimate effort and build to spec."
Philosophy
Our approach
Out-of-the-box first
We assume standard functionality works until proven otherwise. Custom code is a last resort, not a first choice.
Your specs, your choice
The deliverables are yours. Take them to any partner. We're not scoping as a loss-leader; we're scoping because clarity is valuable.
Honest assessment
If Odoo isn't right, or if your processes are the problem, we'll tell you. Better to know now than mid-project.
Business first
We start with how your business works, not with Odoo's feature list. It sounds subtle, but it changes everything.
Timeline
3-5 Weeks to Clarity
1-2 Weeks
Interviews with key stakeholders. We map your actual workflows, not just the official ones.
1-2 Weeks
We map requirements to Odoo capabilities, identify risks, and draft customisation specs.
1 Week
We walk you through each deliverable. You get the final package, ready to engage partners.
ROI Story
Scoping in practice
The Situation
Evaluating Odoo. Received proposals ranging from £30k to £85k. No way to evaluate which was realistic.
What We Found
80% of needs were covered by standard modules. The expensive proposals were loaded with unnecessary customisation.
The Outcome
Armed with our specs, they negotiated. Final implementation cost £38k and finished on schedule. They saved ~£47k by avoiding features they didn't need.
FAQ
Common questions
How much does scoping cost?
Priced based on complexity (modules + interviews). We provide a fixed quote after an initial call.
How is this different from a partner's discovery?
Partners do discovery to sell you an implementation. We're independent. We have no incentive to pad scope.
Can you help select a partner after scoping?
Yes. We can review proposals against our specs and flag gaps. We level the playing field for you.
What if we want you to do the implementation?
We handle complex customisation and oversight, but usually partner with others for core setup. We can discuss a hybrid approach.
Clarity before commitment
Getting it right matters. Scoping gives you the clarity to make good decisions.
Book a Scoping Conversation
30 minutes. No obligation. Straightforward advice.