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Glossary

The words behind the work, explained plainly.

Plain-language definitions of the terms that come up when you fix how a business runs. No jargon for its own sake.

24 terms, grouped by what they belong to

ERP & Odoo

The vocabulary of running core operations in one place.

ERP implementation
  • CRM

    A CRM is the system that holds everything about a customer relationship — who they are, every conversation, every quote, where the deal stands — so the relationship belongs to the business rather than to whoever happens to own the inbox.

    See alsoERPSingle source of truthSystems integration

  • Data migration

    Data migration is moving existing records — customers, products, stock, open orders, balances — out of the systems and spreadsheets holding them today and into a new system, in a state the new system can actually use.

    See alsoERP implementationGo-live

  • ERP

    An ERP is a single system that runs the core parts of a business — sales, purchasing, inventory, production, finance and people — on one shared set of records, so a number entered once is the same number everywhere it appears.

    See alsoERP implementationOdooSingle source of truth

  • ERP implementation

    ERP implementation is the work of moving a business onto an ERP: agreeing how each process should run, configuring the system to match, migrating the data, training the people who will use it, and staying until it actually runs the operation.

    See alsoERPOdooStandard operating procedure

  • Go-live

    Go-live is the day a business starts running on a new system for real — the point at which the old system stops being the record and the new one starts.

    See alsoERP implementationData migrationChange management

  • Odoo

    Odoo is an open-source business platform whose modules cover sales, inventory, manufacturing, accounting, HR and more, and which can be extended with custom modules — which is why it is usually chosen when a business needs its own processes rather than a fixed template.

    See alsoERPERP implementation

Automation

Terms for removing repeatable manual work.

Automation & integrations

AI for Business

AI language, limited to what it does in real operational work.

AI for Business

Data & integration

How information moves and where the truth sits.

Technology consulting

Notion & operations

How a way of working is written down and held.

Technology consulting

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