Discover · Smarty DiscoverLive

Scope Discovery + Deep-Dive + Blueprint

Discover your business processes, how you map to the system and your real gaps — on evidence. Works end-to-end for Odoo, Zoho and abas.

Via a partner Via a partner

3systems: Odoo · Zoho · abas

2tiers: Scope + Deep-Dive

✓evidence-tight blueprint

Discover is the heart of the transformation. Scope Discovery structures your processes and priorities; Deep-Dive + Blueprint maps gaps to system-specific solutions and turns them into an actionable plan. Conversational, evidence-based and tailored to your system (Odoo/Zoho/abas).

The problems you're facing now

Teams preparing for an ERP/CRM rollout usually get stuck in the same places:

Scope is fuzzy — quotes and timelines balloon before “what changes in which process?” is clear.

Processes live in people's heads — the rollout depends on undocumented knowledge that leaves with key staff.

Standard or custom? — where to follow the system's standard is unclear; cost leaks right here.

The consultant report feels unreliable — raw AI output or template documents that aren't evidence-based.

How we solve it: evidence-based discovery → an actionable blueprint

Discover structures your processes and priorities through a conversational discovery (Scope Discovery); then it maps gaps to solutions specific to your system (Odoo/Zoho/abas), clarifying fit-to-standard decisions and where custom development is truly needed (Deep-Dive + Blueprint).

The result is an actionable plan with MoSCoW prioritization; every decision is tied to evidence and passes a consultant check — it is not raw LLM output.

Discovery doesn't ask everyone the same questions: sector profile and module scope

You state your company type at the start of discovery, and the question set narrows from there. There are three profiles — manufacturing, trade/distribution and services. A company that does not manufacture is never asked about production lines, bills of materials, PLM or production planning; those departments never enter the discovery list at all. The reason is not politeness but measurement error: a question that cannot be answered creates a gap in scope that isn't real.

For projects targeting Odoo, discovery contains a separate Module Scope step: you see the curated first-party Odoo app catalogue under ten headings and, for every app, YOU mark whether it belongs to “the first go-live”, “within 6-18 months”, “later” or “not needed”. The catalogue is already filtered by your sector profile and the recommended shortlist is produced by deterministic rules — the language model does not guess this list, it only writes the rationale. The scope decision sits with you, not the consultant; the consultant can correct it.

Every module you mark expands the discovery questions. Modules headed for the first go-live open extra scope-layer questions (volume, users, is it really needed); later-phase modules push configuration questions into the deep-dive layer. A company that selects field service now gets asked about field service — previously it wasn't. A module you mark as out of scope opens no questions at any stage.

How it works

Scope Discovery

A conversational discovery structures your processes, current systems and priorities.

Module Scope

You mark, yourself, which app from the curated Odoo catalogue you will use in which phase. The catalogue is filtered to your sector profile; when you bring a non-core app into scope, that app's own question set opens in the deep-dive.

Deep-Dive

Gaps are deepened with a system-specific fit/gap analysis; risks and complexity measured.

Blueprint

Findings become an actionable transformation plan and process diagrams.

What you get

Structured scope and priority report (PDF)
System-specific fit/gap analysis and risk map
Question sets specific to the apps you bring into scope — written separately for 46 Odoo apps and grounded in Odoo's current product documentation
Actionable transformation blueprint + process diagrams (BPMN)

Evidence sources: structured discovery interviews, department questionnaires and documents you upload; when process data is needed, a ready event-log extract is used for Odoo and a standard CSV template for Zoho/abas. No live system connector is required.

Compare all prices →

What does it do per product?

Smarty modules support three systems — content and deliverables adapt to the product you choose:

Odoo ERP

Discovery interviews cover every department (sales, purchasing, warehouse, manufacturing, finance…); findings map to Odoo modules (CRM, Sales, Purchase, Inventory, MRP, Accounting) and the fit-gap is built on that mapping.

Odoo ERP solution page →

Zoho

Discovery is not limited to sales-CRM: marketing and customer-support playbooks are included. Findings map to Zoho apps; the CRM / CRM Plus / Zoho One edition decision is settled in the deep-dive.

Zoho solution page →

abas ERP

Discovery centres on manufacturing processes: planning, purchasing, warehouse and quality flows map to abas ERP process areas; the fit-gap is written in abas terminology.

abas ERP solution page →

Sample output: a gap-fit excerpt from the Blueprint

Illustrative sample

Scope coverage

Fit-to-standard %68Configuration %22Custom development %10

Quote → Order flowFit-to-standard

Multi-warehouse stockConfiguration

Custom price approval chainCustom development

Legacy system integrationRisk — clarify

FAQ

Which systems does it support?

Odoo ERP, Zoho (CRM/CRM Plus/Desk/One) and abas ERP, end-to-end. Discovery draws on your chosen system's knowledge base; results are specific to that system.

Can I buy Scope and Deep-Dive separately?

Yes. If you want both at one price, the Discover Package is better value; see the Packages page.

What's the difference between Scope Discovery and Deep-Dive?

Scope Discovery structures your processes and priorities; Deep-Dive + Blueprint maps that scope to system-specific solutions and turns it into an actionable plan.

What does fit-to-standard mean?

Meeting a need with the system's out-of-the-box (standard) capability instead of custom development. Discover separates where to follow the standard from where customization is truly needed — keeping cost and maintenance under control.

Who decides which Odoo modules we will use?

You do. In the Module Scope step of discovery you see the curated Odoo app catalogue and mark every app as “first go-live”, “within 6-18 months”, “later” or “not needed”. The catalogue is filtered by your sector profile, the recommended shortlist is produced by deterministic rules, and a consultant can correct your selection. This step runs on discoveries that target Odoo.

We don't manufacture — will discovery still ask production questions?

No. The sector profile gate separates manufacturing, trade/distribution and service profiles; when you state that you don't manufacture, questions about production lines, bills of materials, PLM and production planning are never asked and the production department never enters the discovery list. What remains is what is core for you — warehouse and purchasing, or service delivery and fulfilment.

Which systems does Discover work for?

It works end-to-end for Odoo, Zoho and abas; discovery and blueprint are tailored to your chosen system.