Phase 3 of Basalt Core
Measure
How has the AI workflow affected your baseline. Make the results clear.
01
What you get
- Team adoption. A success story; an agent nobody uses or understands is a failure, not a feature.
- Governance and understanding. Essentially, who can use what, what agents may do autonomously and what still needs a human approval. What gets logged, and where to look, when to stop an agent, and who decides.
- An ROI. A report measuring results against your baseline.
In short, you get your time back, AI colleagues you actually like, and a paper trail.
02
How it works
Typically over the next 2-4 weeks, we measure how your team’s work has changed, and make adjustments to your agents as needed. We send through forms and / or have meetings to gather feedback to determine the total amount of hours the workflow(s) now take for your entire team, per week. It is here that we measure the variances in your baseline based on the relevant metrics shared in the Map phase, e.g., cost to scale, process adoption, error reduction, client experience, qualitative team feedback, etc.
03
What we need from you
Up to 30 minutes a week, to gather your feedback and attend meetings as needed.
04
Anything else
Ask us all your questions. We want you to own and understand your Basalt workspace and agents.
The phase is complete when
Three checks before the next phase
- 1
Improvements
- 2
Clarity
- 3
ROI
Questions you may have
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.
What if nobody uses what Basalt built?
We treat this as a deployment issue. We speak with the team, understand what the blocker is and remove it.
Is training only for end users?
No. You’re free to invite whoever you’d like from the company to join our training sessions.
How long does this phase take?
Long enough to have a representative volume. Some workflows become clear in under a week, while others require a complete monthly cycle. We don’t provide ROI or results documentation just for the sake of having it.
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