BusinessKey Sagl of Lugano is a coaching gym for small and medium enterprises: it helps companies improve sales, organization and results. ticinoWEB collaborates with BusinessKey on website, hosting, newsletter and support, and today on a project that brings artificial intelligence into the company's Odoo ERP.
The idea: a quality check for offers
Every day companies send quotes to clients and receive offers from suppliers. Often a weak offer loses a client, and a received offer hides costs, automatic renewals or unfavorable conditions. “Offer Check” was created to help read them better and decide with more data.
Module 1: outgoing offers
- Upload your own quote (PDF, Word, Excel or text) and the AI analyzes it across 10 areas, from understanding the need to the clarity of the call to action.
- The module calculates a Strength Index from 0 to 100 and checks which concrete proofs are present and which are missing, never inventing them.
- The Boost Offer function proposes an improved version and shows a before/after comparison, together with upsell opportunities and the Essential, Recommended and Premium versions.
- Outcomes, history and a dashboard in Odoo display conversion rate, at‑risk offer value and priority actions.
Module 2: incoming offers
- The AI extracts from supplier offers prices, ancillary costs, duration, renewals, penalties, warranties and delivery times; if a data point is missing, it does not invent it but flags it as a question for the supplier.
- A Quality Index from 0 to 100 with traffic‑light indicator, alerts on hidden costs and calculation of the real total cost.
- Comparison among multiple offers indicates the cheapest, the one with the least risk and the recommended one.
- The What to Negotiate and Prepare Counter‑proposal functions suggest points to discuss and draft the email to the supplier.
Native in Odoo
The modules are developed as native Odoo modules, installed on BusinessKey's server: the reports are generated in PDF directly from the analyzed document's page, and the architecture is designed to add new functions in the future, such as automatic email reading or alerts on upcoming renewals.
Why it is interesting for every SME
- More won offers, thanks to clearer and more convincing quotes.
- Fewer surprises in purchases, with hidden risks and costs highlighted before signing.
- AI inside the ERP that the company already uses, without another software to learn.
Do you want to bring artificial intelligence into your ERP?
ticinoWEB develops Odoo modules with artificial intelligence to automate your company's processes. Contact us to discuss it with no obligation.