AI for functional consultants

Using AI assistants to prepare workshops, draft requirements and fit-gap, write test scripts and training, without handing over judgement.

In this lesson

Workshops, requirements and fit-gap drafts
Test scripts, test data, training and translation
Verification, privacy and keeping judgement

Key points

Draft agendas, minutes, user stories and criteria with AI; you validate
AI-proposed fit-gap is a first draft; check against the client's version
Strong uses: test scenarios, fictional test data, Knowledge articles, translations
Never paste data the client hasn't approved; verify menu paths and features

Real-world example

A Lagos consultant used an AI assistant to turn 14 pages of workshop notes into 62 user stories with acceptance criteria in 20 minutes, then spent two hours correcting it: 9 stories referenced Odoo 16 menus and 3 invented a 'credit approval' feature. The corrected list still saved a day, and the client signed it off first time.

Questions and answers

Name two consulting tasks AI drafts well.

Minutes, user stories, test scenarios, training material, translations, test data.

What's a common AI error in Odoo work?

Describing menus or features from older versions, or inventing features.

Read the full lesson, worked example and quiz