The problem, before the solution

Illustrative scenarios for Italian businesses and professional practices. We show you how we'd assess the problem, work through the constraints and decide how to proceed.

Representative scenarios built on our method and our direct experience in the sectors described. They do not refer to a specific identifiable client: names, quotes and any figures are illustrative. We will publish cases with real clients — with explicit consent — as they become available.

Odoo and ERP

Migrations, stock discrepancies, quotes in spreadsheets and job costing: we explore how Odoo could fit the way you work, starting with your existing data and processes.

Projects, timesheets and project margin

Loss-making projects: track margin before the work is finished

Project-based services · Professional practices

Missing timesheets, late costs and unbilled extras: a representative scenario showing professional practices and service businesses how to track project margin while work is under way.

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Time recording

Timesheets reconstructed at month end✓Time logged against tasks, including from a phone

Allocating project costs

Posted whenever someone has time✓Assigned to the project at purchase

CRM and sales pipeline in an integrated ERP

Sales pipeline in Excel: CRM for quotes, renewals and forecasts

B2B services · Professional practices

Quotes, renewals and follow-ups scattered across Excel and email? See how we approach a move to Odoo CRM, with clear responsibilities and shared data through to invoicing.

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Where the deal lives

Personal spreadsheets and scattered messages✓A shared pipeline with clear stages and responsibilities

From quote to invoice

Data copied at each handover✓Linked documents that reuse confirmed data

Migration to an integrated ERP

Replacing your legacy ERP while keeping the business running

Manufacturing · ERP and operations

A representative manufacturing scenario: choosing what to migrate, testing real orders and planning the ERP changeover around the work your business still has to do.

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Data entry

The same details entered in two or three places✓Entered once within a shared workflow

Data to transfer

All historical records, with no selection criteria✓Checked operational data; historical records accessible separately

Integrated stock, location and batch management

When stock figures don't add up: quantities, locations and batches

Distribution · Warehousing and logistics

Your system says it's in stock. The shelf says otherwise. How we investigate stock discrepancies and put reliable movement records, adjustments and batch tracking in place.

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Stock records

Separate figures in the system, spreadsheets and count sheets✓A shared record, updated as movements are confirmed

Stock adjustments

Quantities corrected without explaining the discrepancy✓Adjustments recorded with a reason, date and operator

Integrated management of sales, warehouse and logistics

Raw materials and chemicals: traceability from supplier to delivery

Distribution · Raw materials and chemicals

A representative scenario in raw materials and chemicals distribution: how we set up batch traceability from supplier to warehouse, through to delivery.

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Batch traceability

Reconstructed manually on request✓From receipt to delivery, by batch

Orders and confirmations

Phone calls and scattered emails✓A single order workflow with tracked confirmations

Field service process digitalisation

Field service for water treatment plants: from request to signed job sheet

Field service · Water treatment plants

A representative water treatment plant maintenance scenario, from scheduling to a job sheet signed on site, with questions to help you assess your service workflow.

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Job scheduling

Phone, email and technicians' memory✓One calendar for teams and priorities

Job sheet

On paper, retyped at the office✓Digital, completed on site

AI integration

Data extracted from documents, answers that cite sources, forecasts compared with your current method: we consider where AI could help and where another approach would make sense.

Internal assistant for company content

Find answers in company documents without chasing colleagues

Services · Professional firms

Representative scenario: an assistant for company documents, with sources you can check, access controls and answers that still need scrutiny. Data processed in the European Union.

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Finding a procedure or a precedent

Ask the colleague who remembers where to look✓Ask the assistant and check the document it identifies

Source of the answer

Rely on someone's memory✓Open the cited document and check the relevant passage

AI document automation integrated with your ERP

Orders, delivery notes and invoices: from data entry to review

Distribution · Manufacturing

A representative distribution and manufacturing scenario: AI prepares drafts from orders, delivery notes and invoices, with ERP checks and human review before entry.

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Entering documents into the ERP

Data keyed in by hand, document by document✓Draft populated from the document, checked and confirmed by a person

Matching orders, delivery notes and invoices

Spot checks, when there is time✓Agreed checks on every document in scope, with discrepancies flagged

Forecasting and analytics on ERP data

Forecasting demand instead of chasing it

Manufacturing · Distribution

A representative scenario: testing forecasts from ERP data against your current method. The pilot runs for eight weeks; wider use depends on the results.

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Basis for the forecastTo be tested in the pilot

Historical data in spreadsheets and the buyer's judgement✓Checked ERP data and a comparison with the current method

Measuring errorTo be tested in the pilot

Errors reviewed when they cause a problem✓Forecasts checked against actual results each week

Custom software

Systems to connect, legacy code to understand, applications to rebuild and moves to the cloud: we examine dependencies, maintenance needs and day-to-day operations.

Cloud migration and managed services

Moving to the cloud starts with an exit plan

Services and manufacturing · Application infrastructure

On-site server support is ending. We plan cloud migration around acceptable downtime, tested recovery and a documented way out before you commit to a provider.

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Starting point for the decision

Choose a provider before setting priorities✓Agree acceptable downtime and data loss

Migration plan

Move everything over one weekend✓Move in waves, each with a rollback plan

Taking on inherited software

When nobody knows how to maintain your software: take stock first

Cross-sector · Inherited software

Representative scenario: how we take on inherited software, find out what keeps it running and assess whether to change it or keep it as it is.

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Knowledge of the system

Held by individuals, with no written instructions✓Documented procedures and a tested handover

Code and environments

Scattered copies, no rebuild attempted✓Code accounted for, rebuild limitations documented

Integrations and connectors between systems

When systems don't talk: making hidden failures visible

Service businesses · Disconnected systems

A representative scenario for service businesses: conflicting records, manual transfers and silent failures. How we agree which data to trust and check that it reaches its destination.

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Customer records

Different versions held in different systems✓An agreed source for each field

Data transfers

Data copied by hand at the end of the day✓Automatic transfers with a status you can check

Rebuilding existing applications

Rebuilding an application without stopping the business

Manufacturing · In-house business applications

A representative manufacturing scenario: rebuild a legacy application in stages, document its business rules first, keep old and new running together and test a way back for each part.

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Replacing the existing system

Everything changes in a single switchover✓One function at a time, with old and new running together

Business rules

Held only in the code✓Extracted, documented and confirmed before changes begin

Could a similar approach work for your business?

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