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Basalt

Phase 1 of Basalt Core

Map

Where your team’s time goes, set the baseline, select priority AI workflows.

01

What you get

  • Your workflows observed and measured.
  • A baseline for your ROI.
  • Your own Basalt workspace (optional).
  • A prioritisation of the AI agents worth building, and why.
  • A roadmap on how to move forward.

In short, a report that covers your workflow: where the hours go, the state of your Odoo, what to build first, and the numbers to judge us by later.

02

How it works

We spend one hour with the people who know the workflow. They share their screen and take us through every step: the spreadsheets, the second project tool, the shared inbox, the Odoo modules, everything involved in getting the work done.

03

What we need from you

Ideally, prior to our meeting you conduct some ‘pre-work’ to identify the total amount of hours the workflow(s) take for your entire team, per week. This tends to be the priority metric. However, this information will serve as our baseline to determine results and ROI, so please share your key success criteria / metrics such as cost to scale, process adoption, error reduction, client experience, qualitative team feedback, etc. This is how we determine the result and ROI.

04

Anything else

Optionally, we connect your Odoo instance to the Basalt workspace. This lets us assess account health, half-used modules, untouched rules, drifted or unclean data, missed opportunities and the questions your instance cannot answer today.

The phase is complete when

Three checks before the next phase

  1. 1

    We have at least one clear workflow from your department.

  2. 2

    We have a clear baseline number and ROI to measure against.

  3. 3

    We have a clear roadmap to deploy.

Questions you may have

Does the Map phase cover the whole company?

Typically, no. We don’t audit the whole company. If you’d like us to, we can discuss it. In preparation for Map, we look broadly enough to understand where time goes, then go deeper into the team and department workflows with the highest ROI.

How much time does this require from our team?

Usually under two hours on your side: read-only access, a conversation with the people doing the work and one review of the plan.

How do you choose the first workflow?

We compare lost time, repetition, data quality, risk and measurability. The first workflow must be useful, observable and bounded enough to deploy cleanly.

Can we stop after the Map phase?

Yes. You keep the scope, baseline and action plan. You can give it to your own team or your integrator.

We’re mid Odoo implementation. What do we do?

Great question. We can still build your AI layer today. If you use tools other than Odoo, we can start there, and if we realise there’s a structural or data issue due to your Odoo implementation, we’ll call it out and scope it early.

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.

What data does Basalt collect and process?

Basalt accesses the records needed for the workflow you approve, such as orders, stock movements or invoices, within the permissions you grant. When an agent uses AI, the relevant task data is shared with the AI services we identify before the agent runs. Basalt also keeps the account details, workspace settings, conversations, reports and activity history needed to operate your workspace.

Where is our data stored and processed?

Odoo remains your system of record. Basalt reads the records needed for a task rather than creating a full copy of your Odoo database. Selected business information can still appear in workspace conversations, reports and logs. Connection credentials are stored encrypted. Before deployment, we confirm the hosting and processing locations and the service providers involved in your setup, including the AI providers.

How long is our data kept?

Your Odoo records remain subject to your existing retention policies. Basalt’s workspace history and operational logs, and any data retained by AI providers, have separate retention periods. Before deployment, we confirm the applicable periods and deletion arrangements for your setup, including what happens when you stop working with us.

What can an agent do without human approval?

Only what you have explicitly authorised. Initially, controls remain tight: the agent can only read and write drafts. As you build trust and confidence, you can expand the agent’s permissions to send, update and delete.

What if we don’t see real ROI and results?

This will become clear and visible in our Measure phase. If this is the case, we’ll fix the workflow, change the priority or stop expanding it. An agent without a result does not become an endless project.

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