Way4Tech
๐Ÿ’กStrategy

Odoo Consultancy

Advice you can act on, with the trade-offs stated. Including the times the answer is that Odoo is the wrong fit.

Strategic consulting for CTOs and founders: architecture reviews, licensing optimization, multi-tenant strategy, and 3-year ERP roadmaps.

Most ERP decisions are made once and lived with for years. Whether you run one company or five in the database, whether the group consolidates in the system or in a spreadsheet, which edition you buy, where it is hosted: each of these is cheap to decide and expensive to reverse after a year of transactions.

This service exists to get those decisions made with the reasoning written down. Not a slide deck of options, but a recommendation with the argument behind it and the conditions under which it would change. Where we would gain from a bigger project, we say so in the document, because advice with an undisclosed interest is worth nothing.

It also covers the answer nobody enjoys giving. Some requirements are a poor fit for Odoo, and hearing that early costs a consulting fee. Hearing it eighteen months in costs a rollout.

What is included

  • โœ“ Community vs Enterprise decision
  • โœ“ On-premise vs cloud hosting
  • โœ“ Multi-company and multi-tenant architecture
  • โœ“ SaaS deployment planning
  • โœ“ License & cost optimization
  • โœ“ 3-5 year ERP roadmap
  • โœ“ Vendor evaluation (Odoo vs SAP vs NetSuite)
  • โœ“ Data governance & compliance review

How the engagement runs

  1. 1

    Framing

    Establish what decision is actually being made, and by when.

    • Interview the sponsor: what triggered this, what happens if nothing changes, what is already decided
    • Separate the real constraints from the preferences, because they get argued as though they are the same
    • Fix the horizon: a three-year answer and a ten-year answer are different answers
    • Agree what the deliverable has to enable, whether that is a board decision, a budget or a vendor choice

    You end up with: A written statement of the decision, the constraints and the deadline.

  2. 2

    Current state review

    See what you have before recommending what you should have.

    • Review the systems in use, the integrations between them and the spreadsheets holding the gaps
    • Assess the technical maturity on your side, since that decides which options are realistic
    • Look at volume and growth: users, transactions, entities, countries
    • Identify what is genuinely differentiating in your process and what is just habit

    You end up with: A current-state summary with the constraints that follow from it.

  3. 3

    Options and trade-offs

    Put real alternatives side by side, priced and with the risks named.

    • Edition, hosting and architecture options set out with cost and consequence per option
    • Multi-company and multi-entity structure modelled against how you actually report
    • Total cost modelled over the horizon, including the internal effort, which is the line most models omit
    • The do-nothing option costed as well, because sometimes it wins

    You end up with: An options paper with a recommendation and the reasoning that supports it.

  4. 4

    Roadmap

    Sequence the work so each phase pays for itself before the next one starts.

    • Phase the rollout so the first go-live is small enough to succeed
    • Identify the decisions that must be made early because they are expensive to reverse
    • Set out the internal capability you need to build, and when
    • Define what good looks like per phase, in numbers, so progress is arguable rather than felt

    You end up with: A phased roadmap with dependencies, effort ranges and success measures.

  5. 5

    Briefing and handover

    Make sure the recommendation survives contact with the rest of your organisation.

    • Walk the leadership team through the reasoning, not just the conclusion
    • Answer the challenge from whoever is sceptical, since they are usually the useful one
    • Hand over the model and the assumptions so you can rerun it when something changes
    • Agree what would trigger a review of the recommendation

    You end up with: A briefing session and a document your team can defend without us in the room.

What you need to provide

The schedule slips on these more often than on anything technical.

  • โ†’ Access to the sponsor, and honest answers about what has already been decided politically
  • โ†’ Current system inventory, licence costs and the integrations between them
  • โ†’ Volume and growth numbers: users, transactions, entities, locations
  • โ†’ The reporting pack the business is actually run on, including the spreadsheets
  • โ†’ Any vendor proposals already received, so the comparison is against reality
  • โ†’ Willingness to hear that a preferred option has a problem

Decisions you will be asked to make

Community or Enterprise

Community suits cost-sensitive teams with technical maturity. Enterprise suits teams that want the vendor-supported apps and support behind them. The honest comparison includes the internal effort Community needs, which is the line most cost cases leave out.

Hosted by us, self-managed, or vendor cloud

This is a control and capability question more than a price question. The right answer depends on whether you have someone who will patch a server at ten on a Friday night, and on what your data policy requires.

One database or several

Multi-company in one database gives consolidated reporting and shared master data at the price of shared configuration. Separate databases give isolation at the price of every cross-entity report. Reversing either later is a migration.

How much to build in phase one

The strongest predictor of a successful ERP programme is a first phase small enough to finish. Ambition is better spent on phase two, once the organisation has learned how it absorbs change.

Where this goes wrong

The failure modes we plan around, and what the plan does about each one.

Advice with an undisclosed interest

A recommendation from someone who profits from the larger option is not advice. Where a recommendation would benefit us, it says so in the document, and you are free to have another party deliver it.

Comparing licence cost instead of total cost

Editions get compared on subscription price while the internal effort, the hosting and the support are left out. The model includes them, because the cheaper licence often loses once they are in.

Deciding the structure late

Company structure, chart of accounts and analytic design are cheap to choose and expensive to change once posted. They are settled in the roadmap phase, before implementation starts.

A roadmap with no measures

Phases described as goals rather than numbers cannot be judged, so every phase is declared a success. Each phase gets a measure agreed before it starts.

Ignoring the internal capability gap

A plan that assumes a team you do not have will fail on a schedule nobody predicted. The roadmap states what you need to hire or train, and when.

Skipping the sceptic

The person who thinks the project is a mistake usually knows something the sponsor does not. We interview them deliberately.

Not included

Stated up front so the proposal has no soft edges.

  • ร— Implementation delivery, which is a separate engagement and can go to another partner
  • ร— Legal, tax and audit advice, which belongs with your professional advisers
  • ร— Vendor negotiation on your behalf
  • ร— Guarantees about a third-party product roadmap
  • ร— Recruitment for the internal roles the roadmap identifies
  • ร— Rewriting the recommendation to reach a conclusion that was decided before we started

How this is priced

Consultancy is priced as a fixed engagement with a defined deliverable and a briefing session, or as a retained advisory arrangement at a set number of days a month. Where it leads to delivery work, the fee is stated separately so the advice can be judged on its own.

See the published bands โ†’

Modules that come up on this work

Ready-built modules from our own catalogue. Where one of these covers the requirement, installing it beats writing it.

Odoo consultants who will tell you when the answer is configuration, when it is a module, and when Odoo is the wrong fit.

Where we deliver this

Where you operate changes the architecture, particularly for multi-entity groups. The country pages carry the local detail.

All 18 countries โ†’

Odoo Consultancy: common questions

Should we use Odoo Community or Enterprise?

Community fits cost-sensitive teams with the technical maturity to run it, Enterprise fits teams that want the vendor-supported apps and support behind them. We also move databases between the two. The comparison worth doing includes internal effort, not just the subscription line, because that is usually what decides it.

Will you tell us if Odoo is the wrong fit?

Yes, and it happens. Some requirements are better served by a specialist system with Odoo behind it for finance and operations, and some businesses are not ready for ERP at all. Finding that out during a consulting engagement is much cheaper than finding it out during an implementation.

Can you review a proposal from another partner?

Yes. A common request is a second opinion on a quote: whether the scope is realistic, whether the estimate is credible, and what is missing that will arrive as a change request later. We review it as written, not as we would have written it.

How long is a consulting engagement?

Short. It is a small number of days of interviews and analysis, then a written recommendation and a briefing. If it is running long, it usually means the decision was never framed properly, which is worth stopping to fix.

Do we have to use you for the implementation?

No, and the deliverable is written so another partner could execute it. Advice that only works if we deliver it is not advice.

What do we actually receive?

A written options paper with a recommendation and the reasoning, a phased roadmap with effort ranges and success measures, the cost model with its assumptions exposed, and a session where your leadership team can argue with it.

Read next

Tell us what you are trying to fix

A 30-minute call is usually enough to tell you whether this is a small piece of work or a project, and to say so before anyone writes a proposal.