For Odoo consultants, freelancers & partners · Pre-Assessment · Closed beta

Odoo Pre-Assessment
Before the Quote

The client wants a price. You need to run an assessment. OIAR interviews the client, collects consultant input and documents — and generates a structured report with processes, requirements, gaps and risks. AI-first, consultant-reviewed.

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Closed beta AI-first, consultant-reviewed Data under your control · GDPR

The client wants a price. You need to run an assessment.

Every Odoo deal comes with the same dilemma: you can't estimate without understanding the processes, but understanding the processes costs time that often goes unpaid.

Option 01

Free in-depth assessment

You spend 2–3 days of senior time on discovery. You get a solid estimate, but you've already burned margin — and the client might still not close.

Non-billable senior time
Option 02

Paid assessment as a service

You ask the prospect to pay for discovery before receiving a quote. Sometimes it works — but it can block the deal before it even starts.

Risk of blocking the prospect
Option 03

Quick call + quote on the fly

You run a one-hour call, gather what you can, and deliver an estimate. Fast, but fragile: hidden requirements surface, scope shifts, the estimate doesn't hold.

Fragile estimate, scope creep risk

A guided discovery that generates a pre-assessment report

OIAR interviews the client, collects consultant input and documents — and organises them into a structured report with processes, requirements, gaps, risks and open questions for the workshop.

Input
Client interview (direct link)
Consultant notes
Company documents
Org charts and process flows
Product sheets / price lists
OIAR structures
Processes in scope
Functional requirements
Candidate Odoo modules
Preliminary gaps and risks
Open questions for workshop
Output for the consultant
Structured reviewable report
Estimated complexity per Odoo area
Recommended next steps
Gaps and risks highlighted
Export for the proposal

OIAR does not automatically generate the quote. It collects and structures available information to help the consultant estimate better — reducing the risk of fragile estimates based on incomplete discovery.

AI-first, consultant-reviewed
1h*
1 hour for the report after the last interview ends
Faster than a manual workshop
N
Stakeholders interviewed simultaneously
100%
Every finding linked to a source

Stop losing scope in discovery. Start with structured evidence.

Traditional discovery workshops take weeks, depend on who runs them, and produce notes that don't survive scrutiny. OIAR replaces this with a parallel, structured, fully auditable process.

Discovery in days, not weeks

Each stakeholder starts the interview from their own link. OIAR structures the inputs in parallel. No blocking workshops to schedule for weeks in advance.

Consultant control at every stage

The process stops awaiting your explicit approval before advancing. No phase proceeds until you've reviewed and confirmed. The final report is always consultant-reviewed.

Every finding is traced to its source

Every gap in the report is linked to the input that generated it. You can show the client who said what — no finding without evidence.

Built for those doing Odoo discovery who want to reduce non-billable time before the quote.

Odoo freelancers

Every deal costs you 2–3 days of unpaid discovery. OIAR compresses that phase — each stakeholder is interviewed by an agent, you review the report and close the proposal with evidence in hand.

Odoo partners & software houses

Standardise pre-quote discovery. Use OIAR as a data collection layer on every deal — and bring in your senior consultant only when the picture is already structured.

Companies evaluating Odoo

Get a structured picture of processes, gaps and risks before signing with a partner. Not just the vendor's estimate — but evidence collected from your own stakeholders.

From brief to report in 5 steps

The consultant stays in control at every stage. OIAR structures the work — you review and approve before delivery.

01

Define the scope

Choose the processes in scope, the Odoo modules to evaluate and the stakeholders to involve. OIAR sets up the assessment structure based on your input.

Processes in scopeOdoo modulesStakeholders
02

Collect inputs from client and documents

Each stakeholder receives a link to be interviewed by an agent with questions tailored to their role. Or, if you have already done the discovery yourself, you skip the interviews and go autonomous: nobody is contacted. Either way the consultant adds their notes, company documents go into the Data Room, and OIAR collects everything in a structured way.

Client interviewor autonomous assessmentConsultant notesCompany documents
03

OIAR structures the evidence

The system organises inputs into processes, functional requirements, candidate Odoo modules, preliminary gaps and risks, open questions for the workshop. Everything linked to its source.

Functional requirementsPreliminary gapsRisksOpen questions
04

The consultant reviews

Before delivery, the consultant reads the draft report, approves findings, corrects inaccuracies and adds their own notes. The final report is always consultant-reviewed.

Finding reviewCorrectionsConsultant notes
05

Generate the report — ready for the proposal

The final report includes executive summary, Odoo fit by area, gaps and risks, open questions for the workshop and recommended next steps. Downloadable, shareable.

Structured reportCondivisibileExport for proposal

Two modes — you pick at the start

Interviews are the default. But if you have already done the field discovery yourself, you can skip them entirely.

Default

With interviews

Each stakeholder gets a link and is interviewed by an agent, asynchronously, each in their own conversation. It is the stronger evidence base: if two people describe the same process differently, the disagreement surfaces.

Autonomous assessment

Without interviews

If you already have everything — minutes, e-mail threads, procedures, system exports, your own discovery notes — you say so to the orchestrator at the start of the conversation and nobody is contacted. You upload the material to the Data Room and the orchestrator asks you, turn after turn, only for what is still missing: numbered question sets you can take to the client offline and bring back in one go.

The report always states what it rests on: several sources and several interviews, or a single source. Whoever reads it later — the client included — knows where the conclusions come from.

odoo-preassessment-report.md · Draft
Executive Summary

Manufacturing SME · Odoo 17 · Sales, Purchases, Inventory, Accounting

4 Gap HIGH 3 Gap MED 2 Gap LOW
Analysed processes & candidate Odoo areas
Sales → CRM + Sales
Fit
Purchases → Purchase
Part.
Warehouse → Inventory
Fit
Invoicing → Accounting
Gap
Preliminary gaps and risks

GAP-01 · HIGH — Data migration from legacy ERP: unmapped structure

GAP-02 · MED — E-commerce integration: custom API to define

Open questions & next steps

· Daily order volume and expected performance thresholds

· Specific tax rules for foreign markets

Accounting workshopMigration demo

A structured report, ready for the proposal

The pre-assessment report organises everything the consultant needs to build a solid scope: processes, Odoo fit, gaps, risks and open questions for the next workshop.

Executive summary + preliminary Odoo fit

Summary with analysed processes, candidate Odoo modules and preliminary fit per module — shareable with the client before the workshop.

Gaps and risks per Odoo area

Each area gets a preliminary complexity rating, with specific gaps and risks identified from the collected information.

Open questions for the workshop

Areas to investigate further surface from the analysis and are already formatted — ready to bring to the next consulting session.

Next steps and recommendations

The report closes with concrete recommendations: workshops to run, specialists to involve, high-complexity areas to address before signing.

Supported document storage
Google Drive
Google Workspace
Microsoft
SharePoint / OneDrive
Dropbox
Business / Team
Notion
Workspace
+ other supported document systems

Your documents,
on your storage

OIAR works with documents in the Data Room chosen by the user. Data stays in the user's storage system and under their control.

Your storage, your choice

You choose where to store documents, inputs and reports — in the system you already use every day.

Data under your control

All produced documents remain in the chosen system. You can revoke access or delete the project at any time.

Documents organised by area

Every source is filed and linked to the relevant report section. Nothing is lost and everything is accessible — even weeks after the pre-assessment.

Privacy and GDPR

Client data does not leave the perimeter chosen by the user.

Your clients stay yours.

It's the first question partners ask: “if I run my client's assessment on OIAR, does that client become one of your contacts?” No. And it isn't a sales promise — it's written into the Terms & Conditions, article 4.

We never contact your clients

No name, contact detail or information surfaced by an assessment is used to reach the end client or their stakeholders for sales, marketing or research purposes — not by us, not through third parties. The only messages they get are the invitations for the assessment you started.

No data shared with other partners

Assessment data is never visible, sold or disclosed to other partners, consultants or platform users. On no basis whatsoever: not as a lead, not as a referral, not as a prospect list. Every project stays inside your workspace and with the people you invite.

We don't compete with you

OIAR does not pitch your end client for the work the assessment covers, and does not use what it learned to shape or target an offer to them. We build no commercial pipeline out of your deals and we don't profile your client base.

No training on your content

Interviews, documents and reports are never used to train or fine-tune AI models — ours or our providers', who process them for inference only. You can also run assessments on your own API key, so processing happens under your own contract.

Documents stay on your own storage, and our staff only reach a project's content for the support work you ask for — the minimum needed, and recorded in the audit log. These commitments outlive the account. → Read article 4 of the Terms & Conditions

Not the only way. But the most sustainable one.

OIAR doesn't replace consulting work — it automates it, speeds it up, structures it and makes it more sustainable for those doing it every day.

Approach Time Consultant cost Estimate risk Output
Free in-depth discovery 2–4 wks High (non-billable) Low Informal
Paid workshop 1–2 wks Medium Low Structured
Quick call + quote 1–2 days Low High Fragile estimate
OIAR Pre-Assessment OIAR 1h* Low Low Structured report

OIAR doesn't replace the consulting workshop. It prepares it — reducing non-billable time and increasing the quality of inputs before signing.
Time is calculated from the end of the last automated interview.

Technology at the consultant's service

Every feature is designed for a concrete benefit. No jargon — just value for those doing Odoo discovery every day.

Feature Consultant benefit
Approvals at every stage Consultant control — no phase advances without your explicit approval
Findings traced to source Every gap is defensible — you can show the client who said what and when
Guided form for the client Consistent input from all stakeholders — without depending on who runs the interview
Contradictions surfaced Risks emerge before signing — not during implementation
Data Room on chosen storage Documents organised in the system you already use
Decision log Decisions traceable and reviewable — useful in case of post-signing disputes

What OIAR doesn't do

OIAR is a support tool for pre-quote discovery — not a consultant replacement. Here's what's out of scope.

✓ What it does
  • Collects inputs from client, consultant and documents in a structured way
  • Organises processes, requirements, gaps and risks into a reviewable report
  • Highlights open questions and areas to investigate further in the workshop
  • Produces a report with preliminary Odoo fit per area
  • Supports consultant estimation with structured data
  • Keeps data in the user's chosen storage system
✗ What it doesn't do
  • Doesn't replace an Odoo consultant
  • Doesn't automatically produce the final price
  • Doesn't certify technical feasibility
  • Doesn't eliminate workshops and specialist analysis
  • Isn't the single source of truth — supports estimation, doesn't replace it
  • Doesn't guarantee accuracy without consultant review

Join the closed beta

Try OIAR on a real Odoo deal, no credit card. At the end you decide: stop, or stay with a lifetime discount.

Closed beta

What the closed beta includes

Two things, both free: one assessment on us so you can see what the output looks like, and two unlimited months on your own key so you can actually use it on your deals.

  • 1 free Lite assessment — it runs on our keys, at no cost to you.
  • 2 months of unlimited assessments — on your own API key (Anthropic, OpenAI or Google), with the model you choose.
  • Both modes: with interviews, or autonomous assessment.
  • A reviewable, downloadable report, with your own notes before it reaches the client.
  • A final review call with us (30 min) and a direct channel to the team.
Closed beta seats
Open to the first 10 partners only. 5 seats left.
5 partners have already activated it.

When the two months are up, you decide: stop, with no strings and no cost, or move to standard pricing with a lifetime discount reserved for closed-beta partners.

The pricing, once the beta ends

You pay per assessment. The tier depends on how many stakeholders you interview and how much material you load into the Data Room — the only two real cost drivers.

Lite
€49
per assessment
  • Up to 2 stakeholders interviewed
  • Up to 5 MB of documents in the Data Room
  • Full report, reviewable and downloadable

For a small deal or a first qualification round: one contact, a handful of documents.

Recommended
Medium
€99
per assessment
  • Up to 5 stakeholders interviewed
  • Up to 20 MB of documents in the Data Room
  • Everything in Lite

The size of a real discovery: several functions involved, process documentation, exports from the legacy system.

Unlimited
€199
per assessment
  • Unlimited stakeholders
  • Unlimited documents in the Data Room
  • Everything in Medium

For multi-site or multi-company projects, where you cannot know up front how many people you will need to hear.

Subscription — unlimited assessments

Unlimited assessments, any tier, on your own API key. Compatible with Anthropic, OpenAI and Google models: you pay the AI usage straight to the provider, and you pick the model.

€49per month · your key

Prices excluding VAT. The tier is chosen when the project is created.

Frequently asked questions

Does OIAR replace an Odoo consultant?
No. OIAR is a discovery support tool — not a consultant replacement. The consultant remains central: they review every finding, approve the report and add their own notes before delivering to the client.
Does it automatically generate the price?
No. OIAR doesn't automatically produce the quote. It collects and structures available information — processes, gaps, risks, open questions — to help the consultant estimate better. The final quote remains the consultant's responsibility.
Do you need Odoo already installed?
No. OIAR is designed for the pre-assessment phase — before Odoo is even chosen or installed. The goal is to support discovery before signing, not audit an existing implementation.
What inputs are needed to start the pre-assessment?
The consultant defines the processes in scope and the Odoo modules to evaluate. Then they pick the mode: with interviews — each stakeholder receives a link and starts whenever they like — or an autonomous assessment, contacting nobody. Optionally, company documents can be uploaded to the Data Room. Nothing else is needed to get started.
Can I skip the interviews?
Yes. If you have already done the field discovery yourself, you tell the orchestrator at the start of the conversation that you want an autonomous assessment: nobody is contacted. You upload minutes, e-mail threads, procedures and exports to the Data Room, and the orchestrator asks you, turn after turn, only for what is still missing — as numbered question sets you can take to the client offline. The report states up front that it was built without interviews and from a single source: that is a transparency choice, not a hidden limitation.
Where do documents and data stay?
In the user's chosen storage system: Google Drive, SharePoint/OneDrive, Dropbox, Notion or similar. All produced documents remain under the user's control and can be deleted at any time.
How much does it cost?
In the closed beta you pay nothing: one free Lite assessment on our keys, plus two months of unlimited assessments on your own API key. After that, pricing is per assessment — Lite €49, Medium €99, Unlimited €199 — or €49/month for unlimited assessments on your own key. Closed-beta partners keep a lifetime discount.
How quickly do you get the report?
The report is generated in less than 1 hour from the last interview if all data is available. Otherwise, the agent may decide to add new interviews or new stakeholders.

Join the closed beta

We're selecting the first Odoo consultants and partners to test OIAR on real deals — with priority access, locked pricing and direct team support.

Your data is not shared with third parties.

Application sent

We'll be in touch shortly to arrange your closed beta access.

AI-first, consultant-reviewed · Data under your control · GDPR