Opero product

Adaptive ERP for companies with custom operations.

Opero helps Koda Soft model the records, workflows, permissions, automation, and AI-assisted actions that match how a company actually works.

  1. Records01Records
  2. 02Forms
  3. Workflows03Workflows
  4. 04Rules
  5. Search05Search
  6. 06Governance

What Opero is

A configurable operating layer, not another fixed template.

Standard ERP starts with predefined modules. Opero starts with the company operating model: the records people manage, the handoffs they repeat, the approvals they need, and the exceptions that shape real work.

The product connects custom data, workflow structure, automation, AI assistance, search, permissions, and auditability in one place. That matters because flexible software becomes risky when control is separate from configuration.

Opero is built for companies that need software shaped around their operations, but still want a system that can be governed, searched, automated, and improved over time.

Feature depth

What Opero can model, automate, and control.

Each part of Opero is designed to support real operational detail without turning into a loose collection of disconnected tools.

Operational data model

Create the record types your company actually uses, from service cases and assets to visits, approvals, contractors, requests, and internal process objects.

  • Custom objects and modules
  • Fields and relations
  • Dictionaries and statuses
  • Contractor records

Forms and record screens

Capture the right information for each process through structured forms and record views that can reflect the data, ownership, files, and related context a team needs.

  • Process-specific forms
  • Linked records
  • Files and notes
  • Record layouts

Workflow structure

Represent how work moves through the company: ownership, handoffs, approvals, status changes, internal requests, and operational steps that need to stay visible.

  • Steps and statuses
  • Approvals and handoffs
  • Ownership
  • Operational checklists

Automation rules

Use rules to respond to events, schedules, manual actions, and record changes. Opero can update records, send notifications, trigger webhooks, and preserve execution history.

  • Event triggers
  • Scheduled actions
  • Notifications and webhooks
  • Execution history

Search and visibility

Make custom operational data usable by helping teams find built-in and custom records, related entities, dictionaries, fields, and process context.

  • Global operational search
  • Custom data lists
  • Related records
  • Searchable dictionaries

AI-assisted work

Use AI where the work already has context: query drafting, report generation, script planning, summaries, classification, and controlled decision support.

  • Saved query drafting
  • Report assistance
  • Script planning
  • Summaries and classification

Governance

Keep flexibility under control with roles, permissions, organization boundaries, API tokens, and audit logs attached to the same operating model.

  • Roles and permissions
  • Organization isolation
  • Audit logs
  • API tokens

Connected model

The same model powers data, process, automation, and control.

Opero is valuable because these parts stay connected. A workflow knows the record. A rule can act on the same data. AI can work with operational context. Permissions and auditability remain attached.

  1. 01Data modelObjects, fields, relations, dictionaries, and contractors.
  2. 02Workflow layerStatuses, owners, approvals, and operational steps.
  3. 03Automation layerRules, schedules, notifications, updates, and webhooks.
  4. 04AI assistanceQueries, reports, scripts, summaries, and classification.
  5. 05GovernanceRoles, permissions, audit logs, and organization boundaries.

Example

Contractor and partner operations.

A company can structure external relationships in Opero instead of spreading contractor data across files, spreadsheets, inboxes, and separate tools.

NeedOpero supports
Store partner recordsContractor profiles, contacts, addresses, and statuses.
Track extra dataCustom fields, dictionaries, and process-specific record attributes.
Manage documentsLinked files, notes, and record context in the same workspace.
Move work forwardStatuses, handoffs, approvals, notifications, and follow-up actions.
Keep controlRoles, permissions, organization boundaries, and audit logs.

Configuration approach

Configured around the company operating model.

  1. 01

    Map

    Identify the records, roles, handoffs, approvals, exceptions, and data ownership that shape the business process.

    Records / Roles / Handoffs

  2. 02

    Model

    Turn that operating model into objects, fields, forms, relations, screens, permissions, and searchable data.

    Objects / Forms / Permissions

  3. 03

    Automate

    Add rules, notifications, scheduled checks, record updates, webhooks, scripts, and AI-assisted actions where they fit.

    Rules / Notifications / AI assistance

  4. 04

    Improve

    Adjust fields, workflows, automations, and views as the company changes instead of rebuilding the system from scratch.

    Iteration / Visibility / Control

Where it fits

Between rigid ERP and fragile workarounds.

Standard ERPUseful when the company fits predefined modules, but hard to bend around unusual records, handoffs, and process exceptions.
Spreadsheets and separate toolsFlexible at first, but difficult to govern, search, automate, and audit as operational complexity grows.
One-off custom softwareTailored to a moment in time, but often expensive to evolve when workflows, roles, and reporting needs change.
OperoA configurable operating layer that can match custom work while keeping data, automation, governance, and AI connected.

Book a demo

If your process is specific, your software should be able to understand it.

Show Koda Soft how your company works. We will show how Opero can model the data, workflows, controls, and AI assistance around it.