Odoo Implementation Strategy

A Structured Approach to Optimize Your ERP

Phase 1: Analysis and Configuration of Odoo

  • Kick-off meeting to better understand the existing business processes and the specificities of your organization.
  • Definition of functional and technical requirements specific to your company.
  • Installation of the necessary Odoo modules (e.g.: Sales, Purchases, CRM, Inventory Management, Accounting, etc.).
  • Configuration of the modules to meet your company’s specific requirements.
  • System testing and comparison with the identified business needs.
  • Identification of specific needs not covered by Odoo and estimation of the associated development costs.

Phase 2: Development of Specific Requirements

This phase aims to develop the essential features required for the proper functioning of your business, such as:

  • Critical functionalities necessary to begin using Odoo.
  • Frequently used processes which, without a solution in Odoo, would otherwise be handled manually, leading to significant time loss.

Phase 3: Data Migration

During this phase, the client can determine which data should be migrated to Odoo, which can be postponed to a later date, and which will not be migrated. The reasons for this decision may include:

  • The data is no longer needed for consultation.
  • The data is rarely used and can remain accessible from the old database or via exported Excel files before shutting down the previous system.
  • The advantage of postponing or skipping some data migration is to reduce initial implementation costs, allowing for a more cost-effective startup.

Phase 4: Testing and Validation

  • System testing with users to validate the configurations and settings.
  • Review of workflows and necessary adjustments to optimize system usage.

Phase 5: User Training

Comprehensive training of your staff on how to use the deployed modules. This step ensures a quick and efficient system adoption by your teams.

Phase 6: Deployment and Go-Live

  • Go-live of the Odoo system with active monitoring.
  • Support during the startup phase to ensure a smooth and seamless transition.