Odoo Implementation

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 finalised 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

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 customisation, 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. Customising

If requirements cannot be met with Odoo standard features, our experts must customise 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. Customising 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 familiarise 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 optimisation & 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 customisation 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 customisation 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.

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 User feedback & second round of 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 the 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!