ERP Workshops: Collaborative, Targeted, and Built Around Your Business Needs
An ERP workshop is a focused collaboration in which our ERP expert works directly with your team to understand your business, explore options, and make informed decisions about configuring and using your system effectively.
Rather than just teaching you how to use the ERP, a workshop helps you decide what to use, why, and how best to align it with your unique business processes.
What is an ERP Workshop?
An ERP workshop is a practical working session led by an expert, designed to:
- Clarify your business needs and goals.
- Analyse current workflows and identify inefficiencies.
- Explore system functionality and configuration options.
- Facilitate discussion and decision-making.
- Document agreed outcomes and next steps.
These workshops are often used to guide ERP implementations, prepare for configuration, or refine existing setups with a clear focus on your real-world processes, not generic system training.
Workshops go beyond training
While ERP training teaches users how to operate the system, workshops are about planning and configuring the system to fit your business. They may include demos or explanations of features, but the main goal is to make smart, informed decisions.
You might cover topics like:
- Should we automate this process or keep it manual?
- Which ERP module best supports this workflow?
- What are the pros and cons of using this feature?
- How do our current business rules map to the ERP system?
Workshops are interactive, exploratory, and decision-driven, not lecture-style sessions.
What Happens in a Workshop?
- Our expert facilitates a structured session with your team.
- We walk through your current processes and identify pain points.
- We explore relevant ERP capabilities, configurations, and customisation options. Our experts work on your requirements both during the meeting and outside of it.
- Together, we define how your ERP should support your goals.
- Afterwards, you receive clear documentation with decisions, recommendations, and next steps.
This documentation builds your Solution Summary, a detailed document that helps you to have a successful implementation.
Why Use Workshops?
- Gain clarity on your requirements before building anything.
- Identify the right ERP features for your business.
- Get decisions made faster, with the right people in the room.
- Build a shared understanding across departments.
- Avoid missteps and rework later in the project.
Many clients schedule a series of workshops, each focused on a different process or topic. This approach keeps things manageable while building momentum and insight.
Why Work With an Expert — Not Just a Generalist?
In some ERP projects, one person may take on many roles, from planning to configuration to training. While this can keep costs down, it often leads to missed functionality, inefficient setup, and a system that doesn’t scale well.
A workshop with an expert helps you:
- Get independent advice
- Explore hidden options
- Avoid over-complicating or under-utilising the system
- Consider long-term impacts
- Get considered and reliable answers to complex questions
- Ensure each business area is considered from a strategic and technical lens
From our workshops, you get depth, perspective, and efficiency, which is what you need when making important business decisions.
Example Workshop Topics
Functional Focus Areas:
- Inventory and warehouse management
- Procurement and supply chain
- Manufacturing operations
- Quality checks and compliance
- Barcoding, scanning, and shipping
- Product and BoM setup
Technical & System Planning
- Odoo Studio for light customisation
- Workflow automation
- Data imports and cleanup
- Security roles and user permissions
- Activity planning and reminders
- Odoo spreadsheets for reporting
- Integration planning and APIs
- System performance considerations
Note: With Odoo, tools like Odoo Studio may be used during the workshop to demonstrate or apply small changes for review by key users. If they are not needed, they can be removed, or they can be used as the basis for customisation.
Workshops vs. Proof of Concept
ERP workshops are similar to a Proof of Concept (PoC) in that they validate ideas and explore configuration, but they typically take place after you’ve chosen your ERP system.
Whereas a PoC tests whether an ERP system is the right fit, workshops are used to design how that system will work best for you. If you have done a PoC, you can build on this in workshops.
Plan Smarter. Configure Better. Move Faster.
ERP workshops help you avoid costly mistakes, wasted time, and setups that don’t work for your business. Whether you’re early in the project or refining an existing implementation, we’ll help you align your ERP system with your real business needs efficiently and confidently.
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