Process mapping
Quote to cash documented as it actually runs today, including the parts that only exist informally.
ERP & Odoo
Sales, finance, purchasing, and operations aren’t working from the same information.
At a certain size, every department gets its own tool and the business loses the ability to see itself. ERP is the decision to put the operational spine back — one thread from quote to cash, with everyone reading the same record.
Published starting price: From $5,000. See scope and options · See relevant work
- Phased, not big-bang
- Your process, configured
- Staff trained before go-live
Sales, purchasing, and finance working from the same order — so a quote and an invoice cannot quietly disagree.
Sound familiar?
Every department is right, and the numbers still don’t agree.
This is the specific stage of growth ERP exists for. Before it, ERP is overkill. After it, nothing else really works.
Sales, finance, and purchasing each use a different system.
Each was chosen to solve one department’s problem, and none of them were chosen together.
Inventory lives in a spreadsheet somebody maintains.
No system owns stock, so a person reconciles it — and that person is now load-bearing.
A quote, an order, and an invoice are three separate records.
Each is re-entered downstream, so they can and do drift apart.
Management waits until month-end to know anything.
Reporting is an assembly job, so the answer is always about a period that already finished.
Month-end is a reconciliation project.
Numbers that were never captured in one place have to be matched up after the fact.
Nobody can tell you what a job actually cost.
Labour, materials, and purchasing were recorded in different systems and never brought back together.
If nothing changes
Disconnected operations cap how large you can get.
Not gradually. There is a size past which manual reconciliation stops being viable, and most businesses discover it the hard way.
You are managing on lagging numbers
Decisions get made on a picture of last month, which is the wrong month to be managing.
Margin leaks where nobody is looking
Without job-level cost, unprofitable work is invisible until it shows up in an annual total.
Reconciliation grows faster than revenue
Every new order, product, or location adds manual matching. The overhead compounds.
Key-person risk becomes structural
The people holding the spreadsheets together become impossible to promote, replace, or give time off.
What good looks like
What a connected operation looks like.
The test: can you answer "what did that job cost us?" without asking three people?
- A quote becomes an order becomes an invoice — one thread, not three records.
- Stock reflects what actually happened, without a manual reconciliation.
- Purchasing is driven by real demand rather than by memory.
- Finance sees operational activity as it happens, not in arrears.
- Job-level cost is visible while the job is still running.
- Reports are views of live data, not assembled documents.
- A new hire can be taught the system, because it matches how work is done.
- The business can add products, people, or locations without adding reconciliation.
How we approach it
We implement the process first, and the platform second.
ERP projects fail for one reason above all others: the software gets configured before anyone has agreed what the process actually is. So we start by mapping it end to end — how work is quoted, approved, purchased, delivered, and invoiced, and where those steps disagree today.
Then we configure in phases. One connected slice is tested and used before the next starts, reducing the operational risk of a simultaneous rollout.
Odoo is usually the right answer for businesses at this size, because it covers sales, purchasing, inventory, and accounting without enterprise licensing or an enterprise implementation. But it is a recommendation, not a default — if what you need is a better-configured CRM and two integrations, we will tell you that instead, and it will cost you considerably less.
The transformation
One order, one thread.
The same job, moving through the same business. The difference is how many times it is re-entered and how many versions of it exist.
Today
How an order moves today
- Sales builds a quote in their own tool
- The customer accepts, by email
- Someone re-enters it as an order
- Purchasing is triggered by a message, or a memory
- Stock is adjusted in a spreadsheet
- Delivery is recorded somewhere else
- Finance raises the invoice from the paperwork
- Month-end reconciles all of it
Eight steps, four re-entries, and at least three places the numbers can disagree.
Connected
How it moves once operations are connected
- Quote is created against the customer record
- Acceptance converts it to an order — no re-entry
- Purchasing and stock update from the order
- Delivery is recorded against the same order
- Invoice is raised from what was actually delivered
- Reporting reflects all of it as it happens
One record travelling through the business, gathering detail rather than being retyped.
- Customer
- Quote
- Order
- Purchasing
- Inventory
- Delivery
- Invoice
- Reporting
What we actually build
What an ERP engagement includes.
Scope depends on which parts of the operation are in the first phase. This is the full menu, not a mandatory list.
Platform selection
An honest assessment of whether you need ERP at all, and which platform and modules if you do.
Configuration
Sales, purchasing, inventory, manufacturing, projects, and accounting set up around your workflow.
Data migration
Customers, products, suppliers, stock, and open transactions brought across and reconciled.
Integrations
Connections to the website, CRM, payment, shipping, and reporting tools you keep.
Custom workflow
Approvals, routing, and business rules that reflect how your operation actually makes decisions.
Dashboards & reporting
Operational and financial views built for the questions your management actually asks.
Training
Role-based sessions with the people who will run it daily, before go-live rather than after.
Phased go-live
One slice at a time, with a rollback position, so the business keeps operating throughout.
How it connects
ERP is the spine. It is not the whole body.
It should own operations and finance — and leave the parts other systems already do better alone.
- CRM & Business SystemsOwns customers and opportunities up to the point a deal becomes an order.
- Automation & AIKeeps ERP in step with everything outside it, without anyone retyping records.
- Modern WebsitesFeeds the front of the process — enquiries, orders, and customer self-service.
- IT ServicesThe infrastructure, access, and backups an operational system depends on.
Platforms we implement
- Odoo
- Odoo Sales & CRM
- Odoo Inventory
- Odoo Purchase
- Odoo Accounting
- Odoo Manufacturing
- NetSuite
- QuickBooks
- Xero
Who this is for
When a business is genuinely ready for ERP.
Businesses that hold or move stock
Once inventory matters, spreadsheets stop being a reasonable system of record.
Operations with real purchasing
Where what you buy has to be tied to what you sold, and margins depend on that link.
Project or job-based work
Where labour, materials, and time have to come back together as a cost per job.
Companies whose month-end has become a project
The clearest signal that the operational data was never captured in one place.
In practice
What these implementations look like.
Quote to cash, in one system
Sales, order, purchasing, delivery, and invoicing on a single thread, so the numbers cannot drift apart.
Inventory off the spreadsheet
Stock driven by actual movements, with purchasing triggered by real demand instead of by someone noticing.
Job costing that is visible during the job
Labour, materials, and purchases attributed as they happen, so an unprofitable job is caught while it can still be fixed.
A phased first rollout
Sales and inventory go live first, finance follows the next quarter — with the business trading normally throughout.
Published starting prices
What ERP work costs.
The $1,500 audit is a separate decision deliverable. Implementation starts at $5,000 for a focused first phase; modules, integrations, data quality, and training set the final scope and timeline.
Operational Audit
From $1,500
Best for: Establishing whether you need ERP at all — and quite often finding that you do not yet.
- Review of the current digital stack
- Map of where workflows stall
- Tooling and integration recommendations
- Prioritized roadmap
- Written summary and walkthrough
ERP & Odoo Implementation
From $5,000
Best for: Businesses ready to put sales, purchasing, inventory, and finance on one system.
- Needs analysis and platform selection
- Selected ERP setup and configuration for the agreed first phase
- Data migration from legacy systems
- Custom workflows and dashboards
- Staff training and documentation
- Typical timeline: 4–8 weeks
Ongoing Retainer
From $1,500/mo
Best for: Businesses running ERP that need the configuration to keep pace with the operation.
- Defined monthly hours
- Configuration changes as the process evolves
- New modules and phases as you are ready
- Quarterly stack and roadmap review
Odoo is one possible platform, not a guarantee that every named ERP or accounting integration is included. Software licences, hosting, and vendor charges are separate. Proposal confirms first-phase modules, migration, dependencies, timeline, and fixed price.
Relevant work · B2B Manufacturing
Anatol Equipment Manufacturing
This project documents a customer-facing product catalog, commerce, quote-to-order path, and integrations. It does not document an ERP or Odoo implementation.
- The problem
- Product information, commerce, and quoting lived in separate places. A buyer researching a machine, a buyer ready to purchase, and a buyer who needed a quote each hit a different experience, and none of those paths fed the sales team the same information.
- What improved
- One customer-facing system where product data, transactions, and quote requests share the same structure — so the sales conversation starts with the information already in hand.
How it runs
The same process, every engagement.
You always know what's happening now, what's next, who owns it, and what it costs.
Discover
A free call to understand your business, goals, and current systems. No pitch, no pressure.
Plan
A written proposal with scope, deliverables, timeline, and a fixed price — approved before anything starts.
Build
Design, development, and configuration with regular check-ins so you stay informed end-to-end.
Launch
Deployment, training, and handoff documentation. Includes 30 days of post-launch support.
Support
Ongoing maintenance, improvements, and a partner who knows your systems as you grow.
Questions
What people ask before starting.
How do we know we actually need ERP?
Usually you do not, yet. The honest test is whether operational data has to be reconciled between systems to answer basic questions. If your problem is really lead tracking or two tools not talking, a CRM engagement or a few integrations will cost a fraction of this and solve it. The audit exists to establish which situation you are in.
Why Odoo rather than something else?
For businesses at this size it covers sales, purchasing, inventory, and accounting without enterprise licensing or an enterprise-length implementation, and it can be adopted in phases. It is a recommendation based on fit, not a partnership commitment — where a different platform suits better, we will say so.
Do we have to move everything at once?
No. We plan phased adoption: one connected slice is tested and used before the next begins. The sequence and any necessary overlap with existing systems are agreed before migration.
What happens to our existing data?
Customers, products, suppliers, stock, and open transactions are migrated and reconciled before go-live. Historical records that will not reconcile cleanly are usually better kept as an archive than force-fitted, and we will flag those for you to decide rather than quietly transforming them.
How long does an implementation take?
A first phase is typically four to eight weeks. What moves that number is decision speed on your side and the state of the data being migrated — not the configuration itself.
Will our team actually use it?
Only if it matches how they work, which is why the process mapping comes before the configuration. Training is role-based and happens before go-live, and the first weeks after launch are supported rather than handed over.
The wider ecosystem
One business. More than one type of problem.
AdōDesign Digital handles the operational side. When a project needs something else, it stays inside the same team.
- AdōDesign StudioWhen the work needs 3D product visuals, renderings, animation, or video production.
- AdōDesign AppsWhen an off-the-shelf tool will not fit and the business needs its own portal, dashboard, or internal application.
- AdōDesignThe parent brand, and the shortest route to the right part of the ecosystem for anything outside Digital.
The next step
Let’s find out whether you actually need ERP.
Thirty minutes on how work moves from quote to cash and where the numbers stop agreeing. Plenty of these conversations end with a smaller recommendation than ERP — which is a good outcome.
- 01
A conversation
Thirty minutes on what is slowing the business down. No pitch, no deck.
- 02
An honest read
Where we would start, what can wait, and whether we are the right fit at all.
- 03
A written scope
Only if it makes sense — deliverables, timeline, and a fixed price, in writing.