“Our ERP form is killing adoption” (new vendor / partner intake)
Problem
Procurement or AP opens Odoo (or similar) to add a vendor. They get a blank, generic partner form. People skip fields, invent workarounds in spreadsheets, or never use the system. Data quality and cycle time both suffer.
Why Zapier/iPaaS doesn’t fix it
Automation runs after someone already submitted a bad form—or forces everyone into a separate portal nobody opens.
PolySaaS angle
On the real New Vendor action path, an Instruction swaps the blank screen for a guided Assist flow (criteria → shortlist → bind → save). Still Odoo as system of record; no Odoo customization; save lands as real partners; events show up under Vendors/Contacts topics.
Done looks like
Same menu, better screen, measurable fewer incomplete vendors, demo in one sitting.
Blog hook: “We replaced an Odoo screen without touching Odoo.”