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Operations consulting and Odoo implementation for SMBs
Consultant reviewing an operations dashboard Consultant reviewing an operations dashboard
Operations consulting · Odoo implementation

Structure your operations.
Gain visibility.
Decide faster.

One platform, one source of truth: aligned processes, real-time dashboards and faster execution, powered by Odoo and delivered with consulting rigor.

Our position

Your SMB deserves more than an Odoo deployment.

We design the operating model first, then configure the system to fit it. Not the other way around.

UnifyX is not a reseller checking boxes on a statement of work. Our structured consulting approach makes sure your teams actually adopt the system and your processes hold.

What sets us apart
The problem

If your data is scattered, decisions get slow.

Three symptoms show up in almost every growing SMB. Here is what changes when operations run on a single platform.

Today

Siloed tools

SpreadsheetsEmailIsolated CRMAccountingOnline storeShared files
  • 01
    Too many tools, no single source of truthEvery report starts with a reconciliation.
  • 02
    Manual updatesDuplicated work, avoidable errors and fragile reporting.
  • 03
    Limited visibilitySales, Operations, Finance and Delivery managed blind.
With UnifyX

A single source of truth

Sales & CRMInventoryFinanceDelivery & projectsPurchasingDashboardsOdoosource of truth
  • One version of the numbersEveryone looks at the same data, in real time.
  • Automated handoffsLess double entry, more time for clients.
  • An end-to-end viewBottlenecks spotted early, reliable forecasts, protected margins.
What you get

Six concrete outcomes, not a feature list.

01

A structured operating model

Standardized steps, roles and approval rules defined before any configuration.

02

Unified data

Key activities on a single platform: no more silos, one trusted source of truth.

03

Real-time dashboards

The KPIs your leaders actually need, not vanity metrics.

04

Less manual work

Repetitive tasks and handoffs automated, double entry eliminated.

05

Faster decisions

Reports you can trust, to decide quickly and with confidence.

06

Aligned teams

Shared workflows and clear ownership across Sales, Operations and Finance.

Our method

From strategy to execution, in three phases.

Each phase delivers visibility, adoption and measurable performance: not just a system, a better way of working.

PHASE 01

Diagnostic & operating model

We map your processes, identify bottlenecks and define a roadmap with quick wins, before any system is configured.

Deliverables
Process mappingGap analysisTarget modelRoadmap
PHASE 02

Odoo implementation & adoption

Configuration aligned to your operating model, validated data migration, role-based training and a go-live built for real adoption.

Deliverables
Module configurationData migrationRole-based trainingGo-live
PHASE 03

Continuous improvement & governance

KPI routines, optimization cycles and ongoing support, so the system keeps paying off after we leave the room.

Deliverables
KPI dashboardsQuarterly reviewsOptimizationSupport
Proof points

Projects delivered end to end, in production.

New implementations, custom payment flows and e-commerce integrations. Named case studies available on request.

5steps

Booking flow with deferred Stripe payment capture

4channels

Unified sales: e-commerce, in-store, B2B and distribution

8modules

Sales, CRM, Inventory, Accounting, Purchasing, MRP, Projects, Website

3phases

One method, from diagnostic to governance

Service business

A booking flow with no orphaned transactions

Challenge

Abandoned bookings left incomplete payment transactions behind.

Solution

A 5-step quote-to-booking flow and a custom Odoo payment module with deferred Stripe capture.

Impact

Orphaned transactions eliminated; partial captures now possible.

Read the case study
Artisanal producer · retailer

Four sales channels, one source of truth

Challenge

Sales scattered across e-commerce, in-store, B2B and distribution.

Solution

An Odoo-based operations platform connecting every channel.

Impact

Multi-channel sales data unified in a single system.

Read the case study
Internal operations

A clear migration path

Challenge

Choosing the right Odoo version and edition without putting data at risk.

Solution

Version migration planning and an Enterprise-to-Community transition analysis.

Impact

A secure, structured migration with a clear path to an Odoo version suited to the company’s needs.

Read the case study
Next step

Let’s talk about your operations.

Tell us what’s slowing you down: scattered tools, an Odoo implementation that never quite stuck, or a system you’ve outgrown.

  1. 1
    Discovery callA short call to understand your current setup. No sales pitch.
  2. 2
    Tailored recommendationA full diagnostic or a scoped Odoo project: we tell you which, and why.
  3. 3
    A clear next stepProposal, timeline, and what success looks like. No vague “let’s circle back.”