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Basalt

Industries

Professional Services

Odoo shows the profitability of one project. The problem is seeing all forty in time to act. Basalt ranks the open portfolio, drafts the extra work nobody turned into a quote, and checks the week’s hours before they reach an invoice.

Where your team’s time goes

01 / 04

Working out what is left to spend on each project by hand before the steering meeting, with hours in one place and subcontractor invoices in another.

The portfolio view has to be rebuilt before leaders can see which projects still have room to recover their margin.

Where your team’s time goes

02 / 04

Work done outside the sold scope, agreed in an email thread, never quoted.

The evidence of extra work exists, but it remains disconnected from the commercial step needed to protect the project.

Where your team’s time goes

03 / 04

Time booked on a closed project, or on the wrong one, found at invoicing.

A late correction delays billing and asks project managers to reconstruct where the hours should have gone.

Where your team’s time goes

04 / 04

Pricing the next job from memory, because nobody added up what the last one really cost.

Without a comparable-job view, the next estimate repeats assumptions instead of learning from delivered work.

Workflows

Examples we can scope around your team’s work, Odoo setup and other tools. Your team reviews the agent’s work and approves the next step.

Workflow 1

Find the projects that need attention now

Before each project review, someone combines hours, subcontractor costs and remaining work to find the jobs at risk.

What the agent does: Uses Odoo’s project profitability alongside recorded progress and open commitments to prepare a review of projects with cost or scope concerns.

  • Projects prioritised with reasons to investigate
  • Cost concerns linked to hours and purchases
  • Questions prepared for each project manager

Workflow 2

Turn scope creep into a draft quote

The client’s “small extra request” becomes several days of work, but nobody turns the email thread into a quote.

What the agent does: Compares logged hours, agreed scope and project messages to identify work outside the original agreement.

  • Out-of-scope requests linked to evidence
  • Extra work priced at contract rates
  • Additional quote drafted for approval

Workflow 3

Catch misplaced hours before billing

Invoice day becomes a hunt for hours logged against the wrong project or without a sales order.

What the agent does: Compares timesheets with the project and sales order to find hours booked to the wrong place.

  • Missing sales order links flagged
  • Hours on closed projects highlighted
  • Corrections proposed for approval

Deployment and results

Does our whole process need to be in Odoo already?

No. In the Map phase, we identify all the tools you use to run a specific workflow. We then move into the Deploy phase from there.

Does Basalt replace our Odoo integrator?

No. Your integrator maintains and develops Odoo. Basalt handles the AI layer on top: your workflows across Odoo modules and other software. Basalt works with the integrator where scopes meet.

How long before the first workflow is live?

Most companies have a first workflow in production within the first month. Timelines depend primarily on how quickly a client provides data access and approvals.

How do you measure results and ROI?

We determine the baseline, typically how many hours a workflow takes today, before deployment and compare the same workflow after it’s live. Ultimately, it depends on what we uncovered as your most important goals during the Map phase. We can also track metrics like cost to scale, process adoption, error reduction and qualitative team feedback. This is how we determine the result and ROI.

Bring us one workflow that takes too much time.

In 30 minutes, we will see whether it is worth mapping.

Book 30 minutes
  • Start with a real task
  • Look at the modules involved
  • Identify the control points
  • Choose a clear next step