Scribd
Upload
56 views

ROI Analysis Former GAP

The document discusses an ROI analysis tool that helps project leads understand a client's business processes and needs before beginning a project. An ROI analysis identifies inefficiencies, time savings, and benefits of Odoo. It is presented to decision makers and has led to 80% of analyses turning into projects. The tool should not be free and instead monetized to benefit both client and company if a project ensues.

Uploaded by

wayam91002
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
56 views

ROI Analysis Former GAP

The document discusses an ROI analysis tool that helps project leads understand a client's business processes and needs before beginning a project. An ROI analysis identifies inefficiencies, time savings, and benefits of Odoo. It is presented to decision makers and has led to 80% of analyses turning into projects. The tool should not be free and instead monetized to benefit both client and company if a project ensues.

Uploaded by

wayam91002
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 3

ROI analysis (former GAP)

odoo.com/fr_FR/slides/slide/roi-analysis-former-gap-analysis-1202

90 min
preparation

60 min
with your onboarder

Why this task?

Before turning into a project, a client is a prospect. That prospect usually does not have a lot
of experience in Odoo and you do not know their company processes (and sometimes
business). When you, as a Project Lead, or your salespeople detect:

Convoluted processes;
Lots of different existing software in the company's IT background;
Knowledge split in different groups of people;
A prospect leaning toward a lot of development.

Then it might be better to propose an ROI Analysis before you sell anything else. This item
will help you understand why we have an ROI Analysis, what it is and how to use that tool.

With this tool and process, we had so far 80% of our ROI turning into a project after we
present the results.

How to handle it?

Have a look at the video below and then read the extra documentation below. We will then
discuss it during our group session.

As you can see in the video, Greg explains first why we switched from our previous similar
tool (the GAP Analysis) to a more complete ROI encompassing the following aspects on top
of the GAP:

1/3
List inefficiencies,
Saving time and optimization,
What Odoo brings to the company.

Greg Also extensively covers the "WHY" aspects of the ROI analysis. This is to us very
important as your client will expect that you motivate your decision to propose an ROI.

Keep in mind that this tool and the activity of performing the ROI is really where you will
stand out as a Project Lead: you will mix all your Sales, Functional and basic Technical
aptitude in that exercice.

1. Saleswise, you need to maneuver by selling your ideas to the people you interview but
also, you will have to present the global ROI (potentially with one of your sales rep, or
along with Odoo) to the prospects decision makers.
2. Functional wise, you are going to show your prospect that you know Odoo in and out,
and you will sometimes come up with solutions on the spot during the interviews.
3. Tech-wise, you will be the person explaining and asking your tech team (or Odoo) for
some estimates.

Some people sometimes ask us if this ROI analysis is made for free. Let's be clear here: it is
never free. There are many reasons to that:

It is a tool that benefits the client (even in the event that they do not select Odoo);
It is very time-consuming on your side;
Having a ROI analysis usually diminishes the global effort expected for the
implementation. So it already benefits the client if they go with you in the end.

At the very least, if you cannot make it totally free, find a way to monetize it (e.g: make the 5
days ROI analysis a paid service that becomes free IF the client finally goes for the project
with you in the end).

you can find the documentation right here below :

ROI estimation tools

What is this task about?

The purpose of this task is several-fold. We want to:

Make you aware that such a tool exists and share it with you;
Show you how the idea of such a tool needs to be sold to your prospect first;
Show you how it can be used best;
Answer the questions you may have during the group session.

2/3
Output

After reading this task, you understand how to promote and use our ROI analysis. Your Odoo
Onboarder will spend some time with you in order to double check your understanding of the
file.

Don't hesitate to comment this section by clicking on the "comments" below.


PS : You need to exit the full screen mode of the elearning for this.

3/3

You might also like