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Processes

Processes, procedures and manuals, in one place.

Processes manages business processes directly in Odoo — versioned processes with steps, roles and components, controlled documentation, published user manuals and annual improvement reviews. Every statement about how an organisation works can be tied to evidence.

Order-to-Cash, drawn

Processes are not described in words, they are drawn: lanes per role, steps and connections, with a start and an end. The drawing is generated from the records, so it cannot go stale on its own — and a double click on a box opens the step.

Processes in Odoo

What you get

Versioned processes

Process, version, step, role, component and evidence.

BPMN diagrams from the data

Lanes per role, drawn from the records — not a picture kept beside them.

Controlled documentation

Process documents with rules, controls, exceptions and indicators.

User manuals

Work instructions and manuals, with versioned publications.

Restricted external portal

Published manuals made available to a controlled audience outside.

Annual improvement reviews

Maturity level, findings, recommendations and roadmap.

Questions it answers

  • How do we actually work, and where is it written down?
  • Which version of each process is currently in force?
  • Who is responsible for each step and each role?
  • Where do employees find the instructions for their own work?
  • Can we prove, with evidence, that we work the way we documented?

Processes is implemented by Odoo partners.

Tell us what you need and we will point you to one — or talk to the partner you already work with.