Odoo Implementation
The choice of partner & project methodology is crucial to the success of the project
Odoo offers numerous benefits for your business. It integrates all your operations, automates your processes and allows you to run and scale your business smoothly and efficiently. Always provided, of course, that the implementation of your system is successful.
much. Consulting is one of the top 5 Odoo Gold Partners in Germany.
This makes it all the more important to choose the right partner for your Odoo project with a tried-and-tested, rock-solid implementation method. After all, both have a significant impact on the success of the project. For example, various studies show that companies that rely on an implementation partner with specialized ERP expertise and agile project methods have significantly higher chances of success.
In the following, we guide you through the implementation approach we use at much. Consulting. With this we explain in detail how we manage to successfully overcome the biggest hurdles of an odoo implementation, which concrete steps and phases it includes and what successes we have achieved with it.
Launch your Odoo successfully, with much. Consulting
Team up with a leading German Odoo Gold Partner
much. Consulting is a boutique consultancy with more than 70 developers & consultants with offices in Germany and Portugal. We support companies of all sizes and industries to automate their processes with Odoo and thus increase the efficiency of their business operations.
One of the top 10 Odoo Gold partners in Europe
Team of more than 65 developers and consultants
Offices in Germany and Portugal
Dedicated Odoo Managed Service team
Multilingual service in English, German, Spanish and Portuguese
100% project success rate
97% customer retention rate
We offer all services to make your Odoo project a success!
Our implementation approach circumvents the usual pitfalls of ERP projects
In fact, the biggest problem with ERP projects is the high failure rate, as it quickly can put the entire company in jeopardy. If you measure the success of an ERP project in terms of keeping to the planned budget and timeline, about 74% of all projects can be considered a failure, with 29% even resulting in a total shutdown and need to be abandoned. To prevent this from happening in our clients’ Odoo projects, we have designed our implementation method to preempt the main causes of project failure from the get go:
Problem
Failure to plan the implementation & reserve resources
Missing change management
Lack of proper training
Missing focus & testing on “must have” features
Poor business process & data quality
Lack of system flexibility
Solution
Clear time table & responsibilities for inhouse employees
Include all employees early & let them define the change
Users start working with the system in the implementation
Dedicated testing & 2nd implementation for feedback
much. designs new automated processes and enhance data quality hands-on, no excuses
Odoo is the most flexible system on the market
This approach has proven to be effective: Over the last 5 years, it has allowed us to maintain a 100% success rate for our Odoo implementations, as well as a 97% customer retention rate
How to implement Odoo with much. Consulting – This is how we do it
As a full-service Odoo implementation partner, we offer all services to accompany and support you along the entire lifecycle of your Odoo:
1. pre-project & ERP audit*
For larger project scopes, we first develop an overall concept. This allows us to gain a shared overview, to clearly define and prioritize the project goals, and to allocate resources in the main project with the greatest possible efficiency and precision.
*Optional for organizations with over 16 employees, required for organizations with over 100 employees.
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2. Implementation & migration
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3. Odoo Managed Service
Even after a successful go-live, we don’t leave you to fend for yourself. On the contrary, we offer all the services you need to maintain and keep your Odoo running smoothly and efficiently in the long-term!
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1. pre-project – When is it advisable?
A Pre-project generally makes sense when an organization has complex functional requirements for its Odoo. Here, our experts create real added value for you by analyzing processes and product lines in close collaboration. This allows us to prepare an offer for you that ensures considerable time, effort and money savings in the main project.
1.
ERP audit (optional)
2.
Requirement workshops for each business unit
3.
GAP analysis
4.
Project setup & -plan
5.
Summary & presentation of results
6.
Offer and Q & A
2. Implementation & migration
The actual implementation of your new Odoos requires many individual steps, depending on the scope of your requirements. To maintain a consistently high standard of quality here, so that all processes function as intended in the end, we take a modular approach in which each app is implemented in its own cycle:
Odoo implementation steps
2.1 Kick off
2.2 Set up
2.3 Modul workshops
2.4. Implementation
2.5 Walk through
2.6 2nd round of testing:
User feedback and testing
2.7 Final adjustments
2.8 End2End testing
2.9 Go live
2.1 Kick-off
The main project always begins with a kick-off. Here, our project team introduces itself for the first time and explains the respective roles and responsibilities. In addition, the project plan and schedule are finalized and future communication tools and practices are established.
2.2 Set-up
Before the workshops begin, our team sets the foundation for our joint project. This includes setting up your Odoo ERP instance and the related development and staging instances, domains, mail servers, as well as creating user accounts for key stakeholders. Depending on which modules you need, additional setups are also performed here, such as a chart of accounts.
2.3 Module workshops
For each Odoo app, we hold a separate kick-off workshop. Here we introduce all stakeholders to their future daily workflows in Odoo. Furthermore, we discuss necessary integrations and gather additional requirements. Afterwards, we define the further implementation plan for the respective module with you
We offer all services to make your Odoo project a success!
2.4 Implementation
In the actual implementation phase, our consultants translate the gathered requirements into the right configurations in your new Odoo. Implementation is a whole process in itself and includes various steps such as system customization, training, data migration and integration with other systems.
2.4.1. Configuration
During the initial Odoo setup, we create all your desired companies, sub-companies, languages and currencies and install all required Odoo apps, modules and extensions. We then create and configure the basic data so that your core processes can run easily and efficiently in Odoo. This includes, for example, customer data, product data, material lists, supplier information and much more.
2.4.2. Customizing
If requirements cannot be met with Odoo standard features, our experts must customize your system accordingly. However, we always make sure to stay as close to the standard as possible and only make small changes to the system core in order to save costs in maintenance later on and to ensure that these can be kept constantly low even after the successful completion of the project and to keep your Odoo as uncomplicated as possible on a technical level. Customizing includes, among other things, the development and/or extension of apps, the addition of new integrations, processes, buttons, fields, actions and workflows.
2.4.3 Odoo integrations
In order to save you from having to enter data manually in the future, we integrate all third-party systems that affect your business processes. This includes incoming and outgoing transactions from shop systems & marketplaces (e.g. Shopify, Magento, Shopware, Amazon, Ebay), one-to-one CRM solutions (e.g. Salesforce, Pipedrive & Hubspot) or even a direct connection to your logistics service provider, shipping service provider, financial systems (e.g. DATEV) and other customer-specific systems. For many common systems, we have also developed our own integration frameworks, which are leading the market, especially in terms of performance, and make Odoo a real alternative to traditional and outdated ERP solutions, even for transaction-heavy companies.
2.4.4 Trainings
Training, reviews and tests are central components of our project cycle. This allows your employees to familiarize themselves with Odoo at an early stage. At the end of each milestone, a full training session is conducted and recorded for any follow-up questions that may arise, so that any knowledge gaps can be closed easily and cost-effectively. To reinforce knowledge transfer to users during implementation and encourage thorough testing phases, we provide you with an extensive Odoo knowledge base that includes videos, FAQs, and articles for all areas of the business. This helps your users get familiar with Odoo and understand how exactly the system will support them in their daily work.
2.4.5 Data optimization & migration
Sales: offers, sale orders, shipments
Purchasing: framework agreements, supplier prices, incoming shipments
Logistics: warehouse structure, stock levels, serial/batch numbers
Accounting: chart of accounts, account movements, cost accounting, budgets, payments, tracking
2.4.6 1st round of testing: Internal testing
Each customization is always tested by one of our developers in order to detect and avoid technical errors at an early stage. Afterwards, the responsible project manager or consultant checks the customization once again for discrepancies between implementation and requirements. Then, the ticket is passed on to the team along with information about the feature’s application and testing.
We offer all services to make your Odoo project a success!
2.5 Walk-through
Once the implementation has been successfully completed, we will schedule a walk-through. Here we show you & your users the running system and all the required processes in your new Odoo. If the system functionality meets the pre-defined requirements, the customer starts testing the system.
2.6 2nd round of testing: user feedback and testing
Now it’s your turn to test your new Odoo! First, we define the testing scope with test manuals & scripts. All Odoo modules and features will be tested separately and together. Likewise, all integrations need to be tested to ensure Odoo interacts correctly with other systems. While you and your users are testing your system, of course, you can always report bugs and ask questions.
2.7 Final adjustments
After receiving your feedback, we finalize the configurations. When all the requirements of the previous phases have been met, the project team and stakeholders begin the final testing.
2.8 End2End testing
Once all Odoo modules and features are completed, the end-to-end testing phase begins. This is when your users test your fully configured Odoo one last time before it goes live. For the first time, all integrations work simultaneously and users can see how their processes will work in the production system. At this stage, we also start creating project documentation and training materials tailored to your exact needs and requests. This is the final step before your Odoo goes live.
2.9 Go-Live
Going live with a new system always causes some nervousness and is usually difficult enough when everything is running perfectly. If problems arise without adequate support available, it can lead to a negative experience. We support you as first point of contact on-site for any user problems and help you to quickly classify and solve questions and problems. We always have your back!
We offer all services to make your Odoo project a success!
3. Odoo Managed Service
Of course, it doesn’t end with a successful go-live. To ensure that your new Odoo runs smoothly in the long term and that your users are always up to date and satisfied with their daily work in Odoo, we are happy to support you with our Managed Service Team after the launch as well!
User Support:
We make sure your employees are happy in their day-to-day work with Odoo!
Access to user rights
Resolving error messages
System translations
Fixing minor bugs
System monitoring
Solving general user questions
Maintenance & care: We make sure that your Odoo always runs smoothly & efficiently!
Updates
Upgrades
Bug fixes
Hosting
Emergency support
New features & processes:
We make sure your Odoo grows with your business!
Installation & configuration of new, additional apps
Adding simple fields
Additional customizations
Automation of entire processes
Training & Documentation: We make sure that your users always know how to work with Odoo!
Knowledge Management
User training
Onboarding new users
Access to text & video documentation
Training questions for users