COMMERCIAL INTUITION LIMITED

Odoo ERP Solution (eg Helpdesk, Project, elearning, HR, CRM)

We design, implement and optimise ERP solutions, specialising in platforms such as Odoo (enterprise and open source). Services can include finance, CRM, P3M, reporting and elearning, providing integrated, secure, user-friendly systems. We focus on pragmatic deployment, rapid user adoption, and flexible support to help organisations simplify processes and improve efficiency.

Features

• Fully configurable ERP
• Role-based security controls
• Automated workflows
• Modular approach - CRM, Finance, Helpdesk, Project etc
• Project and task tracking
• Document version control
• Custom live dashboards
• Data shared between modules
• API integrations
• Open Source and Enterprise options

Benefits

• Improves decision-making through real-time insights.
• Increases efficiency by automating repetitive tasks.
• Enhances collaboration across teams and departments.
• Reduces errors with consistent, centralised data.
• Supports compliance with audit trails and role-based access.
• Scales with growth through modular system design.
• Saves time on manual reporting and approvals.
• Boosts user adoption with intuitive, user-centred design.
• Simplifies number of SAAS products required.
• Significantly reduces spend of SAAS products

• Education pricing available
• Free trial available

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at contact@commercialintuition.com. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 15

Service ID

683093401090402

Contact

Allan King
01452 260220
contact@commercialintuition.com

About your service

• Service categories:

  Applications

  Enterprise resource management

  • Payroll management
  • Procurement
  • Order management and orchestration
  • Enterprise performance management
  • Project and portfolio management
  • Asset life-cycle management

  Financial

  • Financial and Accounting Applications
  • Accounts Payable Applications
  • Accounts Receivable Applications
  • Corporate Tax Management Applications

  Human capital management

  • Core Human Resources Applications
  • Talent Management Applications
• Multi cloud support: Yes

Service scope

• Software add-on or extension: Yes, but can also be used as a standalone service
• What software services is the service an extension to: Cloud hosting, Support and Maintenance.
• Cloud deployment model:
  • Public cloud
  • Private cloud
  • Community cloud
  • Hybrid cloud
• Service constraints: We typically use Odoo for deployment (enterprise or the open source version); this has excellent standard solutions and can easily be tailored further, with larger customisations scoped separately. Complex and unusual requirements can increase costs.
• System requirements:
  • Web Browser – Modern browsers e.g. Chrome, Edge, or Firefox.
  • Internet Access – Reliable connection for cloud access.
  • Device – Desktop, laptop, or tablet capable of running browser.
  • User Credentials –unique login account (provided during onboarding).
  • Security – Standard corporate anti-virus/firewall is recommended

User support

• Email or online ticketing support: Yes
• Support response times: Typically 2-3 hours during business hours.; SLAs can be agreed,
• User can manage status and priority of support tickets: Yes
• Online ticketing support accessibility: None or don’t know
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support: Yes
• Web chat support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support accessibility standard: None or don’t know
• How the web chat support is accessible: Our web chat is designed to provide a clear, intuitive interface accessible to a broad range of users. Users can interact with the chat via keyboard navigation and standard screen readers, allowing text input, message review, and message submission without reliance on a mouse. Font sizes, contrast, and colour choices follow recommended accessibility best practices to improve readability.; ; Users can:; ; Send and receive messages in real time.; ; Navigate the chat interface using the keyboard or assistive technologies.; ; Read messages with high-contrast text and resizable fonts.; ; Access help prompts and system notifications through screen readers.
• Web chat accessibility testing: Odoo continually monitors and updates its platform to improve usability and accessibility. Regular internal testing and enhancements are undertaken to ensure the interface remains compatible with assistive technologies and supports keyboard navigation, screen readers, and other accessibility features. Users benefit from ongoing improvements as part of standard updates.
• Onsite support: Yes, at extra cost
• Support levels: Commercial Intuition provides flexible support options to ensure organisations can access timely assistance and maintain system performance. Our support is structured across three levels:; ; Standard Support – included with all deployments, offering email and ticket-based support during business hours (09:00–17:00, Monday to Friday). Typical response times are within one business day.; ; Enhanced Support – provides faster response times, priority ticket handling, and scheduled virtual sessions to assist with configuration, reporting, or integration questions. This is available at an additional cost, typically on a per-user or monthly subscription basis.; ; Premium Support – includes all Enhanced Support features plus proactive monitoring, bespoke guidance on workflows, and direct access to a dedicated Technical Account Manager or Cloud Support Engineer. This level is designed for organisations requiring close collaboration, rapid resolution, and hands-on guidance. Pricing is typically agreed based on the scale of deployment and support needs.; ; All support is delivered remotely, using secure communication channels. Our approach is flexible, allowing organisations to upgrade or adjust their support level as required. Commercial Intuition ensures that clients have access to knowledgeable technical resources, practical guidance, and rapid assistance, helping them maximise the value and reliability of their systems.
• Support available to third parties: Yes
• AI chatbot: Yes

Onboarding and offboarding

• Getting started: Commercial Intuition supports organisations in adopting Odoo efficiently and confidently. Our onboarding approach combines guidance, training, and documentation to ensure users can access and use the system effectively from day one.; ; We provide online training sessions, which can include live webinars, interactive workshops, and recorded tutorials covering core modules, workflows, and reporting tools. For organisations requiring additional support, onsite training is available, tailored to the specific configuration and needs of their teams. Training sessions are structured to help both administrators and end users quickly understand the platform, perform essential tasks, and navigate dashboards and reports.; ; Comprehensive user documentation complements training, including step-by-step guides, FAQs, and best-practice examples. This supports independent learning, reference, and refresher use.; ; Additionally, we offer ongoing guidance during initial deployment, assisting with configuration, sample data setup, and familiarisation with custom modules or integrations. Our approach ensures users gain confidence, reduces the learning curve, and encourages adoption across teams. By combining multiple support channels, we help organisations start using Odoo efficiently while maximising the value of their system.
• Service documentation: Yes
• Documentation formats:
  • HTML
  • PDF
• End-of-contract data extraction: At the end of a contract, users can securely extract their data from Odoo using standard export tools available in the platform. This includes exporting records, reports, documents, and configuration data in common formats such as CSV, Excel, or PDF. Data extraction can be performed by authorised system administrators or super users, ensuring that sensitive information remains secure during the process. For more complex datasets or integrations, APIs can be used to transfer data to external systems. Commercial Intuition provides guidance and documentation to support users in retrieving their data efficiently, helping organisations retain continuity and comply with internal or regulatory requirements.
• End-of-contract process: At the end of a contract, organisations retain full control of their data and access. Standard contract closure includes guidance for data extraction, support for exporting records, reports, documents, and configurations in formats such as CSV, Excel, or PDF, and deactivation of user accounts in the system. Users are supported throughout the process to ensure a smooth transition and continuity of operations.; ; The standard contract price includes access to the platform, routine support, system updates, and guidance on exporting data at contract end. Any additional services, such as extended training, bespoke data migrations, or ongoing support beyond the contract end date, are offered at an additional cost and agreed in advance.; ; Commercial Intuition ensures a structured and secure offboarding process, helping organisations maintain data integrity and continuity. Guidance is provided for both administrators and end users, including documentation and step-by-step instructions where required. This approach ensures that at contract completion, users can retain and access their data, close accounts cleanly, and make informed decisions about any optional services they wish to continue or expand.
• Documentation accessibility standard: None or don’t know
• How the documentation is accessible: Onboarding and offboarding documentation is designed to be clear and user-friendly, supporting easy navigation and comprehension. It can be accessed digitally via modern web browsers, with content structured for readability and compatibility with assistive technologies such as screen readers. Font sizes, headings, and contrast are chosen to enhance clarity, and documents are formatted for straightforward online viewing. Organisations can adapt the materials to meet internal accessibility standards or specific user needs and Commercial Intuition can adapt or improve as needed.

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
  • Opera
• Application to install: No
• Designed for use on mobile devices: Yes
• Differences between the mobile and desktop service: The service is fully accessible on both desktop and mobile devices. The interface automatically adjusts to screen size and orientation, providing an optimised experience for each device. Core functionality—including messaging, dashboards, reporting, and notifications—is consistent across platforms. While mobile devices may display condensed layouts for readability, all essential features remain available. Users can access the service securely from tablets, smartphones, and laptops, with adaptive design ensuring usability, clear navigation, and accessibility compliance wherever the system is used. This responsive approach supports flexible working and ensures continuity between desktop and mobile environments.
• Service interface: Yes
• User support accessibility: None or don’t know
• Description of service interface: The service interface is web-based and accessible via modern browsers on desktop and mobile devices. Users log in with standard credentials, supporting two-factor authentication (2FA) for added security, and may use Single Sign-On (SSO) where integrated with existing identity providers.
• Accessibility standards: None or don’t know
• Description of accessibility: Our service is designed for accessibility, supporting keyboard navigation, screen readers, and responsive design for desktop and mobile devices. Users can send and receive messages, view dashboards, and access reports. They cannot customise layouts beyond standard scaling or interact with non-textual features without assistive tools. Ongoing updates and improvements ensure continued usability, while modern browsers and assistive technologies provide the best experience for all users.
• Accessibility testing: Odoo conducts ongoing accessibility testing, including with assistive technologies such as screen readers and keyboard navigation. Their internal testing focuses on core functionality like messaging, dashboards, and reporting, with feedback used to improve navigation, readability, and focus indicators, helping ensure the platform is more usable and inclusive for all users.
• API: Yes
• What users can and can't do using the API: Users can access Odoo functionality programmatically through its API, enabling integration with external systems, automation, and streamlined workflows. Setup via the API allows users to create and configure records across supported modules, such as CRM, Projects, Finance, and Inventory, including defining users, teams, projects, products, and other key data structures.; ; Making changes via the API includes reading, updating, and deleting records, triggering workflows, and synchronising data with external platforms. Users can perform bulk operations, automate reporting, and configure system settings where permitted. Authentication is required for all API access, typically using secure credentials, OAuth, or token-based methods, ensuring that only authorised users can make changes.; ; Overall, the API provides robust access for setup and ongoing management while maintaining security, integrity, and system stability.
• API documentation: Yes
• API documentation formats:
  • HTML
  • PDF
• API sandbox or test environment: Yes
• Customisation available: Yes
• Description of customisation: Odoo allows users to tailor the platform to meet organisational needs. Customisable elements include dashboards, forms, fields, workflows, reports, access permissions, and module settings. Users can make these changes directly via the web interface using built-in configuration tools and drag-and-drop editors, allowing rapid adjustments without coding.; ; For more advanced requirements, users can install apps from the Odoo App Store or develop bespoke modules to extend functionality. Authorised system administrators can manage configuration-level changes, while super users or developers can implement deeper customisations, including custom workflows or integrations. Role-based permissions ensure that only appropriate users make changes, protecting data integrity and security.; ; This flexible customisation approach supports efficient adoption, ensures the platform aligns with organisational processes, and allows Odoo to evolve as business needs change, while maintaining a secure, stable, and accessible system for all users.

Scaling

• Independence of resources: Odoo can be hosted on a range of options including customer on premise or customers cloud.; ; Odoo hosting is on scalable infrastructure designed to prevent individual users from being affected by others’ activity. Load balancing, database management, and cloud resource allocation maintain consistent performance.

Analytics

• Service usage metrics: Yes
• Metrics types: This varies by implementation; but Odoo can provide usage metrics via dashboards, reports, and APIs, including user activity, module engagement, record creation, and integration usage, enabling organisations to monitor adoption, performance, and system utilisation.
• Reporting types:
  • Real-time dashboards
  • Reports on request
• Resource tagging: Yes
• FOCUS resource tagging: No

Resellers

• Supplier type: Reseller providing extra features and support
• Organisation whose services are being resold: Odoo

Staff security

• Staff security clearance: Other security clearance
• Government security clearance: Developed Vetting (DV)

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations: United Kingdom
• User control over data storage and processing locations: Yes
• Datacentre security standards: Supplier-defined controls
• Penetration testing frequency: At least once a year
• Penetration testing approach: Another external penetration testing organisation
• Protecting data at rest:
  • Physical access control, complying with another standard
  • Encryption of all physical media
• Data sanitisation process: Yes
• Equipment disposal approach: A third-party destruction service
• Data sanitisation type:
  • Deleted data can’t be directly accessed / Cryptographic Erasure
  • Data Erasure
  • Explicit overwriting of storage before reallocation / Secure Erase

Data importing and exporting

• Data export approach: Users can export their data from Odoo using built-in tools that allow records, reports, documents, and configurations to be saved in common formats such as CSV, Excel, or PDF. Authorised administrators or super users perform the extraction, ensuring data security. For more complex requirements, APIs can be used to transfer data to external systems. Guidance and documentation are provided to support a smooth and complete data export process.
• Data export formats:
  • CSV
  • Other
• Other data export formats:
  • Excel
  • PDF
• Data import formats:
  • CSV
  • Other
• Other data import formats: Excel

Data-in-transit protection

• Data protection between buyer and supplier networks: TLS (version 1.2 or above)
• Data protection within supplier network: TLS (version 1.2 or above)

Availability and resilience

• Guaranteed availability: SLA will depend on hosting arrangements. This is typically hosted on high-availability cloud infrastructure, designed to provide reliable access to users at all times. Standard deployments benefit from redundant servers, automated failover, regular backups, and monitoring to maintain continuity.
• Approach to resilience: Odoo is designed to be resilient, ensuring continued availability and protection of customer data under varying conditions. Cloud-hosted deployments run on redundant, geographically distributed infrastructure with failover capabilities, load balancing, and automated monitoring to minimise service interruptions. Datacentres used by Odoo’s cloud providers implement physical and environmental protections, backup power, and network redundancy to ensure continuity during outages or hardware failures.; ; Data is replicated and backed up regularly, and recovery procedures are tested to ensure integrity and availability. Access to critical systems is controlled and monitored to prevent unauthorised disruption. Maintenance and updates are scheduled with minimal impact, and real-time monitoring ensures rapid detection and remediation of issues.; ; Optional self-hosted or on-premises deployments allow organisations to implement additional resilience measures, including isolated tenancy, private networking, or custom backup strategies.
• Outage reporting: Depending on implementation; Odoo typically provides outage reporting to keep users informed about service availability. For cloud-hosted instances, users can access a service status dashboard, which displays real-time information on system health, ongoing incidents, and planned maintenance windows. The dashboard is updated continuously to reflect the current status of all services.; ; Organisations can receive email alerts for incidents affecting their instance, including notifications of planned maintenance or unexpected outages. These alerts are configurable and ensure that administrators and end users are promptly informed of events that may impact operations.

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • Multi-Factor Authentication (MFA)
  • Identity federation with existing provider (for example Google Apps)
  • Username or password
• Access restrictions in management interfaces and support channels: Odoo restricts access to management interfaces and support channels using role-based permissions and secure authentication. Only authorised administrators can access system configuration, user management, and sensitive operational features. Support requests are validated before providing account or system information. Multi-factor authentication (MFA) and Single Sign-On (SSO) are supported to enhance security. Logging and audit trails track administrative actions and support interactions.
• Access restriction testing frequency: At least every 6 months
• Management access authentication: Multi-Factor Authentication (MFA)

Audit information for users

• Access to user activity audit information: Users have access to real-time audit information
• How long user audit data is stored for: At least 12 months
• Access to supplier activity audit information: Users contact the support team to get audit information
• How long supplier audit data is stored for: At least 12 months
• How long system logs are stored for: At least 12 months

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: No
• Security governance approach: Odoo’s cloud services operate in certified third-party datacentres and follow robust security governance. Independent audits, verify controls for security, availability, and confidentiality.; ; https://www.odoo.com/security; ; For Odoo Community, this includes strong access controls, encryption, backups, and monitoring of system activity.
• Information security policies and processes: Commercial Intuition provides secure deployment and support for Odoo. ; ; Odoo cloud services use certified third-party datacentres with physical and operational controls, and technical measures such as encryption, authentication, and role-based permissions help protect data. Commerical Intuition supports customers in using these features securely, including guidance on user access and basic monitoring.; ; Both Commercial Intuition and Odoo maintain processes to respond to incidents and manage changes to systems. This approach provides assurance that the platform and its deployment are managed with appropriate safeguards, helping organisations use Odoo securely and reliably.
• Software Security Code of Practice: Yes

Operational security

• Configuration and change management standard: Supplier-defined controls
• Configuration and change management approach: Odoo and Commercial Intuition follow supplier-defined configuration and change management processes. Components are tracked throughout their lifecycle, and proposed changes are assessed for potential security impact. Commercial Intuition supports customers by advising on secure configuration, monitoring updates, and ensuring that changes are implemented in a controlled and consistent manner.
• Vulnerability management type: Supplier-defined controls
• Vulnerability management approach: Odoo’s security programme includes continuous monitoring, regular updates and security patches, and responsible vulnerability reporting and handling by the Odoo Security Team. The platform is designed to reduce common vulnerabilities, and security issues are assessed and fixed promptly, with community and third‑party reporting contributing to ongoing improvements. Details about Odoo’s security practices and responsible vulnerability handling are available on the official security page. ; https://www.odoo.com/security
• Protective monitoring type: Supplier-defined controls
• Protective monitoring approach: Odoo employs protective monitoring across its cloud services to detect potential security compromises. Automated monitoring, system logs, and security alerts allow the Odoo Security Team to identify suspicious activity quickly. Incidents are assessed immediately, prioritised by severity, and remediated according to established procedures. Critical issues are addressed promptly, with continuous monitoring and ongoing improvements helping ensure the security and integrity of the platform.
• Incident management type: Supplier-defined controls
• Incident management approach: Odoo has incident management processes covering common security and operational events. Users report issues via support channels or automated alerts. The Odoo Security Team assesses, prioritises, and remediates incidents according to severity. Customers are kept informed through status updates, dashboards or direct notifications, and post-incident reports summarise the nature, impact, and resolution of the event. Continuous monitoring and lessons learned help improve incident response and reduce future risk
• Post-quantum cryptography secure: No

Secure development

• Approach to secure software development best practice: Conforms to a recognised standard, but self-assessed

Public sector networks

• Connection to public sector networks: No

Pricing

• Discount for educational organisations: Yes
• Free trial available: Yes
• Description of free trial: We offer a free version with access to core modules, basic user accounts, and cloud hosting. Advanced modules, additional users, integrations, and support are not included. ; ; A broader trial can be arranged upon request.
• Link to free trial: https://www.odoo.com?utm_campaign=partner-0dc17425&utm_source=partner_ref

Discount percentage by annual call-off contract value (excluding VAT)

• Less than £250,000: 0%
• Between £250,000 and £500,000: 0%
• Between £500,001 and £1,000,000: 5%
• Between £1,000,001 and £2,500,000: 5%
• Between £2,500,001 and £5,000,000: 10%
• Over £5,000,001: 10%

Non-mandatory Standards and certifications

• ISO/IEC 27001 certification: No
• ISO 28000:2022 certification: No
• ISO 9001 certification: No
• Quality management systems (QMS): Yes
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: Yes
• Please provide your Cyber Essentials Certificate Number: 00bb1ec0-bc4a-4820-8fd8-00dd852d7d29
• Cyber essentials plus: No
• Cyber Essentials Alternative: None of the criteria
• Other security certifications: No

Social value

• Section B - Commitment for Future: Delivery:

  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 1: Fair work: That offers fair wages and good working conditions. Help people get a job, stay in work, and progress in their careers, with good employment opportunities across the country. Notes: Where there is a large proportion of labour costs in the contract, commercial teams should consider MAC in Outcome 1 as a priority

    • New or retained jobs on the contract workforce in the relevant area that meet the criteria set out in MAC 1b, 1c and 1d
    • New apprenticeships on the contract workforce in the relevant area that meet the criteria set out in MAC 1b
    • Activities that support an environment where staff are educated about, and feel empowered to, address their physical wellbeing
    • Activities that support an environment where staff are educated about and feel empowered to report and address bullying and harassment
    • Activities to cascade good practice on fair working conditions throughout the supply chain
    • Payment of more than the National Minimum Wage or National Living Wage (as appropriate) to the contract workforce
    • Volunteering opportunities for staff
    • Understanding of the modern slavery risks and issues affecting the market, industry, sector or country (of origin or of source) relevant to the contract, and the workforce in the supplier’s own organisation and those of its key subcontractors

  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 2: Skills for growth: Supporting growth sectors and addressing skills gaps.

    • Support for educational attainment relevant to the contract, including training schemes that address skills gaps and result in recognised qualifications
    • Delivery of apprenticeships, supported internships and T Level industry placement opportunities (Level 2, 3 and 4+) in relation to the contract

  • Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain

    Policy Outcome 6: Employment and training: For those who face barriers to employment

    • Creation of employment opportunities particularly for those who face barriers to employment, such as prison leavers, care leavers and/or who are located in deprived areas, and for people in industries with known skills shortages or in high growth sectors
    • Advertising, promotional and outreach activities designed to raise awareness of the offer to reach the target cohort

  • Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain

    Policy Outcome 7: Creating a pipeline of opportunities: For the contract workforce, reducing barriers to entry for under-represented groups.

    • Understanding of the underlying factors affecting improvements to reduce barriers to entry and training schemes for the target cohort(s) related to the contract workforce
    • Other measures to offer development opportunities for the target cohort(s) in the contract workforce
    • Advertising, promotional and outreach activities designed to raise awareness of the offer to reach the target cohort

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at contact@commercialintuition.com. Tell them what format you need. It will help if you say what assistive technology you use.