Discovery workshops
Structured sessions with sales, purchasing, warehouse, production and accounts to understand how work really flows today.
Odoo consulting and business analysis
This is the work that happens before anyone configures anything. I find out how your business really runs, decide with you whether Odoo is the right fit, and turn that into a scoped first phase with clear priorities. It suits businesses choosing an ERP, and businesses that already chose Odoo but need the requirements pinned down before an implementation starts.
Problems this solves
- You’re unsure whether Odoo, another ERP or a better spreadsheet is the right next step.
- Different departments describe the same process differently, so nobody can write a clear brief.
- Quotes for implementation vary wildly because each vendor guessed at the scope.
- A previous ERP attempt stalled and you want to understand why before trying again.
A good fit if
- You run a manufacturing, distribution or trading business with stock, purchasing and sales to connect.
- Leadership can give a few hours to workshops and decisions.
- You want a written scope you could take to any implementer, not a sales pitch.
Probably not the right fit if
- You only need one small configuration change; that’s better handled as a support request.
- The decision is already made and fully specified, and you only need configuration done; see Odoo implementation.
Scope
Process mapping
Current and future process maps for order-to-cash, procure-to-pay, stock and production, written in plain language.
Fit-gap analysis
Requirement by requirement: standard Odoo, configuration, a documented workaround, or a genuine gap that needs development.
Edition and hosting advice
Which Odoo apps you need, whether Community or Enterprise fits, and the trade-offs between Odoo Online, Odoo.sh and on-premise hosting.
Phase plan
A first phase small enough to deliver and test properly, with later phases listed and prioritised.
What you receive
- A requirements document with each item marked standard, configuration or gap.
- Process maps for the core flows you agree to include.
- A recommended app list, edition and hosting option, with the reasoning.
- A phased scope with open risks and decisions listed.
How the work runs
- Introductory call. We talk through what you sell or make, the systems you use today and what is going wrong.
- Discovery. Workshops with each team, plus a look at your real documents: orders, stock sheets, invoices and reports.
- Analysis. I write the process maps and fit-gap, and check unclear points against Odoo's documentation or a test database.
- Review. We walk through the findings together, settle open decisions and agree what goes into phase one.
What I need from you
- A named person on your side who can make decisions and chase answers.
- Time from the people who do the work: warehouse, purchasing, production and accounts, not just managers.
- Sample documents and data: a few sales orders, purchase orders, invoices, stock lists and any reports you rely on.
Experience behind this service
- Business analyst at Master Software Solutions since April 2022, and ERP consultant focused on Odoo since October 2024.
- Odoo 19 Functional Certification (Odoo S.A., 2026).
- ERP projects for manufacturing, distribution and trading clients, listed on my CV.
- Exhibitor and presenter for Master Software Solutions at Odoo Experience India 2026.
You work with me directly: I'm Sajjal Bajaj, an Odoo ERP consultant and project manager at Master Software Solutions in Mohali, India. Read about my background or see my CV.
? Frequently asked questions
What happens in an Odoo discovery phase?
I hold short workshops with each team, collect sample documents, and map how orders, purchasing, stock, production and accounts work today. The result is a requirements list marked standard, configuration or gap, process maps, and a phased scope you can use to plan and budget the implementation.
Is Odoo right for my business?
Odoo suits many small and mid-sized manufacturers, distributors and traders because inventory, purchasing, manufacturing, sales and accounting share one database. It is a weaker fit if you depend on a highly specialised industry system Odoo cannot reasonably replace. Discovery is how we find out, before you spend money on configuration.
Community or Enterprise?
It depends on the apps you need. Inventory, Purchase, Manufacturing, Sales and Invoicing exist in Community, while apps such as Shop Floor, Quality and PLM are Enterprise only. Hosting matters too: Odoo Online does not allow custom code, while Odoo.sh and on-premise hosting do. I set out the trade-offs for your requirements.
Do you work remotely?
Yes. I'm based in Mohali, Punjab, near Chandigarh, and discovery workshops, reviews and training work well over video calls. If your project needs time on site, mention it early so we can plan for it.
Not sure Odoo is the right fit?
Tell me what you make or sell, how you manage stock and orders today, and what isn't working. I'll suggest whether a discovery phase makes sense and what it would cover.
Discuss your project