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Odoo for architecture and planning practices.

For practices that want design phases, fees, subconsultants and studio capacity in the same system, so principals can see fee consumption before the phase is over.

Book an ERP Readiness Call

Free, 30 minutes, with a senior consultant. You leave with a recommended first phase or a clear reason to wait.

Odoo screen for architecture and planning

Know how much of the fee is used before the phase ends. Connect proposals, design phases, resource schedules and project finances in Odoo.

  • Phase visibility

    Structure concept, design, coordination and submission work with clear milestones and responsibilities.

  • Fee control

    Review time and expenses against project fees, with subconsultant purchasing linked to delivery.

  • Studio capacity

    Schedule architects, designers and planners; capture site observations in agreed worksheets.

Core or Growth

Both include workflow adaptation, training, a dedicated project manager and launch stabilization.

Core

For practices connecting design delivery, fees and subconsultant services.

DeliveryProposed 10 to 12 weeks

  • Customization: Light customization: up to 32 hours.
  • AI use cases: Two: one summary or drafting workflow and one document capture or classification workflow.
  • Data migration: 1 source system; up to 8 agreed data objects.
  • Integrations: 1 named standard connector.
  • Launch stabilization: 30 business days; up to 10 advisory hours.
Scope the Core package for your firm

Growth

For practices adding people operations, support workflows and management dashboards.

DeliveryProposed 12 to 16 weeks

Everything in Core, plus:

  • Customization: Up to 64 hours instead of 32.
  • AI use cases: Core's 2 use cases plus 3 more, including up to 2 internal agents grounded in approved sources.
  • Data migration: Up to 3 source systems instead of 1, with no limit on data objects.
  • Integrations: Up to 3 named standard connectors instead of 1.
  • Launch stabilization: 45 business days instead of 30, with up to 22 advisory hours instead of 10.
Scope the Growth package for your firm

Timelines depend on scope, data readiness and timely client decisions.

How the Core package is delivered

Core runs through the five stages every Flectic project uses. Growth adds a second test cycle and up to two rollout waves.

  1. 01

    Discover and scope

    We confirm scope, the named connector, data objects and data direction before configuration starts.

  2. 02

    Configure and adapt

    Light customization: up to 32 hours.

  3. 03

    Migrate and connect

    We migrate master data and open transactions from one source system, up to 8 agreed data objects, using clean templates you supply.

  4. 04

    Test and train

    One formal user acceptance testing (UAT) cycle plus defect retest, cutover rehearsal, sign-off and one go-live. Your champions train in 6 two-hour sessions for up to 8 people, with recordings and process guides.

  5. 05

    Launch and stabilize

    After go-live, 30 business days of launch stabilization with up to 10 advisory hours from the consultant who built it.

Core and Growth, deliverable by deliverable

Growth includes everything in Core. Each row shows where Growth goes further.

DeliverableCoreGrowth
App coverageThe Core apps listed below.Everything in Core, plus the Growth apps listed below.
CustomizationLight customization: up to 32 hours.Up to 64 hours instead of 32.
AI use casesTwo: one summary or drafting workflow and one document capture or classification workflow.Core's 2 use cases plus 3 more, including up to 2 internal agents grounded in approved sources.
Data migration1 source system; up to 8 agreed data objects.Up to 3 source systems instead of 1, with no limit on data objects.
Third-party integrations1 named standard connector.Up to 3 named standard connectors instead of 1.
Reporting4 configured native reports or views.Core's 4 reports, plus 1 dashboard per module.
Training6 two-hour sessions; up to 8 champions; recordings and 8 process guides.Same as Core: 6 two-hour sessions, up to 8 champions, recordings and 8 process guides.
Project managementDedicated manager; weekly 30-minute status meeting.Dedicated manager; weekly 1-hour status meeting instead of 30 minutes, plus a fortnightly steering review.
Testing and launch1 formal user acceptance testing (UAT) cycle plus defect retest; cutover rehearsal, sign-off and one go-live.2 UAT cycles instead of 1, plus cross-company and integration tests and up to 2 planned rollout waves.
Launch stabilization30 business days; up to 10 advisory hours.45 business days instead of 30, with up to 22 advisory hours instead of 10.
Delivery timeline10 to 12 weeks12 to 16 weeks

The Odoo apps in each package

Odoo appKey featuresWhat it does for your firm
ContactsCompanies; people; addresses; tagsMaintain owners, developers, authorities and subconsultants.
CRMLeads; pipeline; activities; forecastingTrack prospective projects, referrals and proposal follow-ups.
SalesQuotes; orders; pricing; billing policiesDefine design-phase fees and hourly or milestone billing.
SubscriptionsRecurring plans; invoices; renewalsManage ongoing planning-advisory service agreements.
AccountingLedger; receivables/payables; taxes; bank reconciliation; analyticsTrack project revenue, costs and the practice's finances.
ExpensesReceipts; approvals; reimbursement; reinvoicingCapture site travel, printing and recoverable disbursements.
ProjectTasks; stages; milestones; dependencies; profitabilityOrganize concept, design, coordination and submission phases.
TimesheetsTime entry; task allocation; validation; reportingMeasure effort by phase and staff member against agreed fees.
PlanningRoles; shifts; schedules; project allocationAllocate design teams across competing project schedules.
PurchaseSuppliers; RFQs; purchase orders; analytic allocationProcure structural, mechanical and landscape consultancy.
Field ServiceTasks; assignments; scheduling; worksheetsSchedule site observations and capture structured visit notes.
DocumentsFolders; tags; requests; sharing; access rightsOrganize briefs, submissions, correspondence and reference files.
SignTemplates; roles; signing order; request statusSign appointments, consultancy and additional-service agreements.
AppointmentsBooking types; availability; questions; remindersSchedule client consultations, presentations and reviews.
AIContextual drafting; summaries; classificationSummarize coordination notes and classify project documents.
StudioFields; views; layouts; automation; approval rulesConfigure phase records, fee fields and site worksheets.

Configuration focus. The Core apps above, configured for day-to-day operations.

Feature coverage, budgets, company setup and accounting localization for your country are agreed during design. Invoicing sits within Accounting; Calendar handles meetings and reminders. Essential contact/staff records support the configured workflows. Odoo Enterprise with Studio-compatible licensing is assumed.

Questions buyers ask

What does every package include?

Workflow adaptation, training, a dedicated project manager and launch stabilization. Core configures the apps for day-to-day operations, and Growth adds people operations, client support and management dashboards.

Does Growth include everything in Core?

Yes. Growth keeps every Core deliverable and adds the Growth apps, more customization hours, more AI use cases, more data sources and connectors, and a longer launch stabilization.

How long does it take?

Core is proposed at 10 to 12 weeks and Growth at 12 to 16 weeks. Timelines depend on scope, data readiness and timely client decisions.

Which Odoo edition do you assume?

Odoo Enterprise with Studio-compatible licensing. Accounting localization for your country, budgets and company setup are agreed during design.

What do the AI use cases cover?

Core includes two: one summary or drafting workflow and one document capture or classification workflow. Growth: Core's 2 use cases plus 3 more, including up to 2 internal agents grounded in approved sources. A consultant checks each output before your team uses it.

What is not included?

Software licenses, hosting, taxes and paid connectors are confirmed separately. Work after launch stabilization is scoped as a new phase.