Help people take the right next step in Odoo.
Give your team guidance based on the record they are working on, their role, and your approved procedures. Help new starters learn the process and experienced staff catch missing information before work gets held up.
- Repeated “what happens next?” questions
- Missing fields and overdue handoffs
- Guidance tied to the current record
- Checklists and reminders for the owner
- Less supervisor interruption
- More consistent processes
- Earlier notice of missed steps
Best for: Teams onboarding staff or managing complex roles, repeated questions, and missed handoffs
What you get
- Approved procedure and role map
- Record-aware guidance and checklists
- Reminder and exception-routing rules
- Test results, team training, and operating guide
Scope & integrations
- Connect approved procedures to the roles and Odoo records they apply to.
- Explain the next step and link to the relevant record or view.
- Flag missing fields and overdue activities, with an agreed escalation route.
- Offer multilingual guidance from the same approved source material.
When this helps
- New starters depend on colleagues to explain the same Odoo process.
- Missing information and skipped steps create rework.
- Managers find out about stalled handoffs after a deadline passes.
How we measure the difference
We record the starting point and agree targets with you before the pilot.
- Time to proficiency
- Support hours for onboarding
- Missing information and rework
- Overdue handoffs
Control at launch
The coach explains and recommends. It does not approve work, advance controlled stages, or invent company policy.
How the work happens
01Choose one process and role
Map the steps, owners, exceptions, and time currently spent helping users.
02Connect guidance to real records
Use approved procedures and permitted record data. Required steps and approvals are enforced through rules.
03Test with the people doing the work
Check normal cases, missing information, and legitimate exceptions before extending to more roles.
Common questions
Do we need documented procedures first?
We need an approved source for required steps. The review identifies gaps and the process owners who can resolve them before the coach gives guidance.
Can guidance vary by role or company?
Yes. We scope guidance to the user, company, and records they are allowed to access, and test those boundaries.
What happens when the usual process does not fit?
The user can record an exception and its reason. It goes to the agreed process owner rather than being treated as a completed step.