Anonymised field report

Less time on quotations. More control every day.

A field report from a French craft business awarded the Entreprise du Patrimoine Vivant label, using Odoo and Microsoft 365.

The project at a glance
20people
5,000documents, approximately
1week
Initial deployment for this project; this timing is not a general promise.

The need

Find the right information for quotations and improve purchasing, order and stock tracking.

From needs to first use

01

Define

Choose processes and human approvals.

02

Connect

Organise documents, connect Odoo and Microsoft 365.

03

Test

Check workflows against real business situations.

What management reports

Up to 2 h per quotation

Management estimate; the period and sample have not been formalised.

More reliable tracking

Stock, purchasing and sales: a qualitative observation without published before-and-after measures.

Access on a phone

Function verified within the deployment scope.

How to read these results

Structured data and correctly configured tools are required. Other gains, including email and prospect analysis, are not quantified. These results do not predict outcomes for another business.

Continue exploring

Start with one measurable process

Choose one use case, a controlled document set and a result that your team can verify.

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