Define
Choose processes and human approvals.
Anonymised field report
Less time on quotations. More control every day.
The results below are reported by the management of the same 20-person pilot company.
20people
5,000documents, approximately
1week
Unpaid pilot
Anonymised company, unpaid pilot. Estimates reported by management, with no independent audit or signed quotation. Gains depend on tasks, data and configuration; they are not guaranteed.
The need
Find the right information for quotations and improve purchasing, order and stock tracking.
From needs to first use
Connect
Organise documents, connect Odoo and Microsoft 365.
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.
How could the reported benefit be confirmed?
The report remains a statement from management, without an independent audit or signed quotation. The following is a proposed future measurement protocol, not a completed study.
- Define the task and its start and end; distinguish search, preparation, review and approval.
- Compare similar tasks before and after, recording period, sample size, complexity, configuration and errors.
- Report the median and spread, including correction time, and obtain customer validation. Publish a name or quotation only with written consent.