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AI Training for Teams

An AI environment for ERP consultants – Shared context, not chat

How we built an IT consultancy a shared environment where consultants use AI to change and analyse client Odoo projects.

The starting point

An IT consultancy delivers ERP projects on Odoo. The consultants knew AI existed. They tried ChatGPT, they tried Claude. They could not connect it to their own documentation and to the modules a given client has installed. Knowledge stayed in one person.

The problem

The solution: an environment with the client’s context

I came in as an external consultant. The job was not “teach them prompting”. The job was to build an environment where the team jointly changes and analyses Odoo projects.

On a server there is automation that can clone the client’s environment:

  1. The Odoo repository and the modules that client has installed.
  2. Firm and client documentation pulled into a knowledge base. Claude has access to it. More on context engineering.
  3. Shared skills. A consultant does not start with an empty chat. They see what their colleague sees.

The bottleneck was not the model. It was access to context.

What changed

What transfers to your company

  1. Do not buy another chat. If people already have Claude and still flounder, they are missing an environment with the client’s data.
  2. Clone what the work actually runs on. Repository, modules, documentation. Then AI has something to read.
  3. Skills belong to the team. A prompt in one consultant’s private window does not move the firm.

How to bring this into your company

If you want to know what a first project like this would look like for you, let us start with a 15-minute call. We go through whether it makes sense in your company and which of our workshops is the best starting point. More deployments are in case studies.

Want a rollout like this? Start with a 15-minute call.