We fix the process before we automate it
Most ERP projects fail long before the software arrives — they fail at the process. Oak Tech starts every engagement by sitting with your team and your numbers, together with specialised business-development partners, until we know exactly what the system must do and why.
Six places where money leaks — and where growth hides
We do not audit for the sake of a report. Every finding maps to a decision, an owner and a number.
Sales cycle
From first contact to signed contract: where leads stall, who follows up, what actually converts and why deals are lost.
Pricing & margin
Which products, customers and channels really make money — and which ones only look busy.
Cash collection
Days sales outstanding, collection discipline, credit limits and the customers who quietly finance themselves with your cash.
Procurement & inventory
Supplier terms, reorder logic, dead stock and the working capital frozen on shelves.
Operations
Hand-offs between departments, approvals that take days, and the work that is done twice because two systems do not talk.
Management reporting
The KPIs the owner should see every Monday morning — defined, owned, and built to come out of the system automatically.
Four to eight weeks. No slide decks without numbers.
Diagnose
Interviews with owners and key staff, a walk through the real workflow, and a look at three years of numbers.
Design
The target process, the roles, the approval rules and the KPIs that will prove it works.
Roadmap
What to automate first, what to fix by hand, what to leave alone — each with expected return and cost.
Accompany
We stay through implementation and the first quarter after go-live, so the plan survives contact with reality.
Deliverables you can hold, not opinions
Everything we produce is written so your team can act on it — with or without Oak Tech.
- Process map of how your company really works today
- Target process and the KPIs that will prove it works
- A prioritised automation roadmap with clear ROI
- A growth plan your Odoo system is built to serve
- An ERP requirements document you can hand to any vendor
Three situations we see every week
Growing fast, before the ERP
Sales are up, control is down. You want the system to arrive with the right process — not to freeze the wrong one.
An ERP that is not delivering
You already paid for a system and still run the company on spreadsheets. Something in the process — not the software — needs fixing.
A family business professionalising
Decisions live in a few heads. You want roles, numbers and rules that let the company run without you in every meeting.
Start with a two-hour diagnostic
Bring your last three months of numbers and the one problem that keeps coming back. We will tell you what we would fix first — free, and honestly.