WebisoftOdoo ERP
Consulting Proposal
Three engagement tiers — advisory, full implementation, or AI-powered operations. Pick the level that fits your team.
Prepared by Phil Therien, Partner, Webisoft Technologie Inc.
Executive Summary
Michelena Custom Doors operates in a specialized, high-end segment of the Canadian market with a strong 20-year track record. Your current Odoo implementation has established a solid foundation, and the opportunity now is to build on it with the right structure, workflows, and automation to support your next phase of growth.
This proposal outlines three engagement tiers designed around your team size, your need for expert guidance, and your appetite for automation. Whether you want a trusted advisor, a full implementation partner, or an advanced AI-powered stack — Webisoft can deliver.
Discovery Workshop
$2,500
ONE-TIME · CREDITED
Advisory Tier
$2,500
PER MONTH
Implementation Tier
$4,500
PER MONTH
Advanced Tier
Custom
AI-POWERED
Your Current Situation
Based on our first call, here is where things stand:
What's working
- CRM and sales pipeline active in Odoo
- Project and timesheet tracking in use
- Multi-company structure set up across three entities
- Team self-sufficient on day-to-day operations
- AWS and hosting managed internally
Where friction exists
- Quoting still relies on multiple Excel sheets
- No automated pricing for fluctuating wood costs and hardware tariffs
- Product variants are highly complex (50+ per SKU)
- BOM structure not yet built for production
- Accounting not integrated (Sage / QuickBooks externally)
- Shop floor remains paper-based
Recommended Starting Point: Discovery Workshop
Before committing to any ongoing engagement tier, we recommend a focused discovery workshop. This gives us the structured information needed to build a precise roadmap, and gives leadership a clear cost/benefit picture to make decisions with confidence.
Discovery Workshop
$2,500
One-time · credited toward any ongoing mandate
What we cover
- Current Odoo configuration audit
- Product variant and BOM structure review
- Quoting and pricing workflow mapping
- Multi-company intercompany flow review
- Prioritized recommendations and risk areas
What you receive
- Written findings and recommendations report
- Phased roadmap with clear sequencing
- Cost range for each recommended workstream
- Option comparison: internal vs. Webisoft-led
- Tier recommendation based on your situation
Engagement Tiers
Following discovery, you choose the level of involvement that fits your team and goals. All tiers are month-to-month with a 30-day notice period.
Advisory
Best for teams comfortable doing the work themselves who want expert guidance, a sounding board, and a safety net to avoid costly mistakes.
Included
- 2 × 60-minute advisory sessions per month
- Async Q&A via Slack or email (responses within 1 business day)
- Review of configurations, data models, and decisions
- Access to Webisoft's Odoo best-practice playbooks
- Monthly progress check-in and roadmap review
~6 hours/month · additional hours at $150/hr
Implementation Partner
Best for teams that want faster results without learning ERP implementation through trial and error. Webisoft handles configuration, customization, and migration.
Included
- Everything in Tier 1
- Hands-on Odoo configuration and module setup
- Product variant architecture and BOM structure build-out
- Automated pricing rules for wood costs, hardware tariffs, variants
- Sales quoting workflow connected to inventory and production
Up to 15 hours/month of active Webisoft work
Advanced
Best for companies ready to gain a real competitive edge through AI-assisted quoting, proposal automation, and integrated sales intelligence.
Included
- Everything in Tier 2
- TenderOS integration: AI-generated quotes from RFPs (~95%)
- Automated outbound sales workflows and email sequencing
- Custom Odoo modules and Python development
- Communication stack modernization (VoIP, CRM integration)
- Dedicated Webisoft project lead and engineering resources
Dedicated team · pricing based on scope
Tier Comparison at a Glance
| Feature | Tier 1 Advisory | Tier 2 Implementation | Tier 3 Advanced |
|---|---|---|---|
| Monthly investment | $2,500 | $4,500 | Custom |
| Webisoft hours / month | ~6 hrs | ~15 hrs | Dedicated |
| Advisory sessions | 2× / mo | 2× / mo | Unlimited |
| Async Q&A support | |||
| Odoo configuration work | |||
| Product variants & BOM build | |||
| Pricing automation rules | |||
| Custom module development | |||
| TenderOS AI quoting | |||
| Sales automation workflows | |||
| Dedicated project lead |
Next Steps
We recommend starting with the Discovery Workshop. It gives you a clean, objective view of where your Odoo implementation stands, what is worth fixing now versus later, and what each path forward looks like.
Confirm interest in the Discovery Workshop
Webisoft sends an invoice for the $2,500 deposit to initiate scheduling
Two 90-minute workshop sessions scheduled within 2 weeks
Findings and roadmap delivered within 5 business days of final session
Tier selection and mandate kickoff if you choose to continue
About Webisoft
Webisoft is a Montreal-based custom software and AI consulting firm with approximately 40 engineers. Our Odoo practice spans manufacturing, distribution, and multi-entity operations, and our TenderOS product is purpose-built for AI-assisted quoting and proposal automation.
phil@webisoft.com · webisoft.com
Phil Therien · Partner, Webisoft
Confidential — Prepared exclusively for Michelena Custom Doors