Why Wyatt

What Is This?

Wyatt is our new software toolbox for sales, operations, service, and accounting. It's replacing a patchwork of QuickBooks, a homebrewed CRM, and a pile of Google Sheets with one platform.

Why Are We Doing This?

None of us needed another project. So why are we doing it?

1. We're spending a lot of time scampering between systems. For example: fulfilling a $100 order takes 4 people and 3 different tools. Way more admin than it should be.
2. We've outgrown our current tools. We're serving nearly 200 labs now, and tracking things like response time and profit-by-customer just isn't doable with what we have.
3. Too many hand-offs live in email, chat, and hallway conversations. Too much to juggle, even for this crack squad.

Wyatt fixes this by putting everything in one place.

What Wyatt Is Not Replacing

A few tools stay outside Wyatt on purpose. If it's not on this list, assume Wyatt is where the work happens.

• Google Chat for real-time internal communication. (The Wyatt channel is where we talk about the rollout, ask questions, and flag issues as they come up.)
• Email for external communication. Customer and vendor conversations still happen in your inbox. Wyatt can send email from inside record threads when it makes sense, but day-to-day communication with outside folks stays where it's always been.
• Google Calendar for meetings and invites.
• Google Drive for shared files and documents.
• Ramp for credit card spend and receipts.
• Vestwell for 401k.
• QT9 for our quality management system. SOPs, audits, and quality records live in QT9. (Wyatt's Quality app is a different thing: in-line checks during receiving and manufacturing.)

What Is this "Odoo" of Which You Speak?

Ah, yeah. That.

Odoo is a collection of tools that all connect very tightly together and help us run our business. Customer records, sales orders, inventory, timesheets, accounting: all of them live in the same underlying system, so data only has to be entered once and everyone sees the same thing.

Where to Go Next

Head to Core Concepts for the foundational ideas that show up across every app in Wyatt.

When You're Stuck

Drop a note in Wyatt's channel on Google Chat, or give Noah a text or call. (If you'd like to leave feedback on this documentation, read our feedback page.)