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Action Plan - Digital Transformation for Engineering
Plan the Implementation Success
Before you invest money in a full implementation, invest in a plan. Our "Action Plan" is a paid audit that will precisely determine where the system will genuinely lower your costs, automate processes, and what return on investment (ROI) it will bring.
Who is the service intended for?
This service is for you if:
- You are exceeding project budgets because it is difficult for you to track their progress and costs.
- Accounting for working time, expense reports, and costs of individual tasks is a nightmare that consumes hours.
- Preparing a new quote takes a lot of time because you have to dig through old projects and emails to create a valuation.
- Your teams (e.g., IT, designers, sales) use 5 different applications that do not communicate with each other, and data must be manually transferred.
- Key project documents (specifications, notes, agreements) are lost in dozens of folders, emails, and binders.
- Project knowledge "is in the heads" of a few key engineers, and the same problems are solved repeatedly by different teams.
- When a key employee goes on leave, no one knows what stage their tasks are at or what the priority is.
- You feel that the company has grown and you have lost direct control over what is really happening in projects.
- You understand that you need an ERP system, but you are afraid to invest hundreds of thousands in a "box" that won't solve your specific project problems.
Expand the lists below to learn more!
What Does the Development of the Action Plan Involve?
It is a paid action plan and analytical workshop. This is the first stage, during which we check how your project processes work and the related business processes (such as quoting, sales, accounting, and working time management).
Based on this, we estimate and determine where you are losing the most time and money, and we propose a solution.
This IS NOT a free sales presentation. This IS NOT a general conversation about "Odoo possibilities." You are paying for our expert knowledge and a concrete action plan based on the analysis of your company.
Our 4-Stage Process for Creating the Engineering Company Digitization Action Plan
Step 1: Initial Interview
- We discuss your main goals, problems, and establish the scope of the analysis. (Approx. 1 hour, remotely).
Step 2: Process Mapping
- We conduct workshops with key individuals in your company (management, department heads). We map the actual process and business processes.
Step 3: Solution Design
- We analyze the collected material. We identify "bottlenecks," areas for automation, and design the recommended target state.
Step 4: Presentation of the Report and Recommendations
- We discuss the final report with you. We answer questions and present the action plan.
What Exactly Will You Receive?
You will receive a multi-page Report - Action Plan, which contains:
Map of current business processes (verified "AS-IS" state).
List of identified problems and "bottlenecks" generating costs or risk.
Recommendation for process optimization using Odoo ("TO-BE" state).
Proposed scope of Odoo implementation (technically: requirements specification, list of standard modules, and suggestion for possible modifications/integrations).
Initial Implementation Roadmap – suggested sequence of actions and division into stages.
Estimated budget and implementation timeframe (price range), so you can make an informed business decision.