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Operations consulting and Odoo implementation for SMBs
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A business that runs on structure, not on firefighting.

We combine operating-model consulting with hands-on Odoo delivery, so recommendations don’t stay on a slide deck.

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01Diagnostic02Implementation03Integrations04Adoption05Continuous improvementImprovement loop: every review feeds the next diagnostic
01Diagnostic02Implementation03Integrations04Adoption05Continuous improvementImprovement loop: every review feeds thenext diagnostic
01Service

Diagnostic & operating model design

Before any system gets touched, we map how your business actually works: process flows, roles, handoffs, bottlenecks and where value leaks. You get a practical roadmap, not a generic maturity assessment.

Typical deliverables
  • Current-state process maps
  • Gap analysis
  • Target operating model
  • Prioritized roadmap
SalesOperationsFinanceQuoteOrderFulfillmentShippingInvoicingReconciliationBottleneck: manual re-entrySalesQuoteOrderOperationsFulfillmentBottleneck: manual re-entryShippingFinanceInvoicingReconciliation
CONFIGURATION PLANSales & CRMInventoryAccountingPurchasingManufacturing (MRP)Projects & timesheetsWebsite & e-commerceIllustrative: order and scope are set during the diagnostic.CONFIGURATION PLANSales & CRMInventoryAccountingPurchasingManufacturing (MRP)Projects & timesheetsWebsite & e-commerceIllustrative: order and scope are set during thediagnostic.
02Service

Odoo ERP implementation

We configure Odoo around your operating model, not the reverse: new implementations, version migrations, Enterprise/Community transitions and validated data migration.

Typical deliverables
  • Module configuration
  • Data migration
  • Custom modules & reports
  • Integrations
See our implementation approach
03Service

Integrations & automation

Odoo rarely lives alone. We connect it to your e-commerce platforms, payment processors and other systems, then automate the handoffs between them so double entry disappears.

Typical deliverables
  • E-commerce ↔ ERP sync
  • Payment integration
  • API integrations
  • Workflow automation
⇄ Orders · inventoryShopify⇄ PaymentsStripe⇄ Customer dataThird-party APIsOdooCentral ERPAutomatic sync: double entry disappearsShopify⇄ Orders · inventoryOdooCentral ERP⇄ PaymentsStripe⇄ Customer dataThird-party APIsAutomatic sync: double entry disappears
Go-liveMonth 3Month 6Month 12Actual system usageWith training and governanceNo adoption plan: back to spreadsheetsIllustrative curvesActual system usageGo-liveMonth 3Month 6Month 12With training and governanceNo adoption plan: back to spreadsheetsIllustrative curves
04Service

Adoption, training & change management

An implementation that isn’t adopted is a sunk cost. We build role-based training, documentation and governance routines so your teams use the system the way it was designed to be used.

Typical deliverables
  • Role-based training plans
  • User documentation
  • Go-live support
  • Adoption tracking
05Service

Continuous improvement & governance

Systems drift after go-live if nobody owns them. We set up KPI routines, review cadences and optimization cycles, and we stay available.

Typical deliverables
  • KPI dashboards & routines
  • Quarterly reviews
  • Ongoing optimization
  • Support retainer
MeasureAnalyzeOptimizeReviewGovernancequarterly reviewMeasureAnalyzeOptimizeReviewGovernancequarterly review
Engagement models

We size the engagement to the problem, not the other way around.

Project-based

A scoped diagnostic or implementation with clear milestones and deliverables.

Best for
  • A first diagnostic
  • A new implementation
  • A version migration
Talk about your project

Retainer · ongoing support

Ongoing optimization, governance and Odoo support as your business evolves.

Best for
  • Life after go-live
  • Evolving needs
  • Sustained governance
Talk about your project
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.

Book a discovery call info@unifyx.ca
  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.”