The Odoo Implementation Plan

The Odoo Implementation Plan

In Odoo, you can add functionalities and features to its modules as per your industry requirement. These can be chosen from one of the many modules already available, or they can be developed by a skilled Odoo expert.

The correct implementation is very important not only to save valuable resources like time, money, etc. but also, for achieving the ultimate business goal which further results in higher customer satisfaction.

O2b Technologies provide you those skilled and certified Odoo experts who help you with their years of experience in the Odoo implementation plan.

The Odoo implementation plan confines several phases as listed below:

1. Business Review

This step begins during our sales process.

  • Our O2b team will speak with you and your users about their requirements and how they currently perform their duties to gain an initial understanding.
  • The O2b experts will identify the current processes and document them for records and study.
  • This provides us with an understanding of your business environment and helps us join you with your objectives.
Business Review
Project Planning

2.Project Planning

Gap Analysis

The gap analysis will help the O2b functional team to cover the functional gap and move further in the process.

Project Planning

  • Our team will work with your team to identify the discrete tasks, responsibilities, and timelines for your project.
  • We will establish proper system policies for maintaining and backing-up data.
  • We will start executing the tasks as per the Odoo implementation plan in conjunction with the Project Team
  • We will now start the creation of required custom reports for references.

3.Operational Activities

In the third phase, the O2b team will begin customizing, installing, and/or upgrading modules and copying them to a test database for use in the pilot testing phase of the project.

Sprint Planning Meeting

At the start of each sprint, the O2b project team will meet for a “Sprint Planning Meeting” that will be held at the start of every sprint. During this meeting, the pO2b project team determines which items, from the Product Backlog, can be completed for the upcoming Sprint and breaks the items down into tasks in the Sprint Backlog.

If new requirements have been discovered or requirements have changed since the Project Estimate Meeting then those items would get updated in this meeting.

Development and Customization

At the development phase, the solution is developed based on the client’s requirements. O2b’s programming team will develop and design the Odoo ERP system matching the clients’ needs and also, customize the developed solution in case of any specific requirements.

Conference Room Pilot Testing

The pilot test is based on the processes that are developed during the business process engineering, and it serves the following functions:

  • Test the setup of the system
  • Prove the validity of the re-engineered processes and work instructions
  • Provide additional training for team members by simulating their normal day-to-day activities
Operational Activities


During the go-live period, the O2b Technologies’ team will ensure that all requirements have been covered to ensure a smooth transition onto the new business system.

It is at this time that all tasks on the project plan have been completed, all users trained, all processes reengineered, and the final data migration/conversion is performed.

End-User Training

Once the solution is deployed on the live instance, the O2b Technologies’ team will move for the end-user training.

The following are some examples of key areas that will be addressed during training:

  • How to enter transactions, and the different ways they can be entered and posted?
  • How to maintain the data that is accumulating in your system?
  • How to use inquiries and reports to obtain the information you wish to access?
  • How to complete the period and year-end procedures in each module?

4. Post Implementation Review and Improvement

At the fourth phase, a plan for ongoing improvement will be discussed and project planning for additional phases of your implementation may be scheduled.
O2b Technologies provides all-around 24x7 support to their clients whether it is

  • functional support where we help you understand how the Odoo features or,
  • technical support where we support you with the technical challenges and,
  • server support and maintenance where we help you fix the server-related issues.
Post Implementation Review and Improvement

Benefits of Odoo Implementation

Since Odoo is an overall integrated platform hence, the benefits of Odoo implementation will reflect all the departments of the business whether it is inventory, supply chain management, accounting, sales, marketing, or any other.

O2b Technologies benefits your Odoo implementation with the following

  Stretchable Framework

The Odoo software allows you significant modifications in its framework without re-writing or changing the basic modules.

  Improvised Technology

The technology in the Odoo keeps on improvising to match the market requirements. Odoo keeps updating its versions regularly considering upgrading technology.

  Accessible with No Licensing Price

Implementation of any ERP software needs a huge investment. But, O2b Technologies provides you with the base platform with no license pricing. So that, the client can invest that money in further developments and implementations.

  Fully Integrated

O2b Technologies provides you fully integrated Odoo platform. This will help to bring all the departments together and their operation on a single platform which directly increases the transparency and promotes clear communication among them.


O2b technologies provide you the customization option which allows every industry every department to get the Odoo software matching their requirements. Also, the customization is not bound for one time but, the client can customize the Odoo platform anytime in the future based on the continuously changing business needs.

  User Interface

O2b technologies commit the easy user interface for Odoo. It is a user-friendly platform that provides a better and smoother user experience.We provide a clear and transparent user interface program with the aim to provide the end-user a hustle-free operational experience with Odoo ERP.

Meet the Experts

Usage of Odoo Implementation

Odoo is useful for all sizes of business operations. Based upon the specification and requirements of the business entities, the platform gets utilized to evaluate the factors like budget, size, etc.
O2b Technologies make the Odoo implementation useful for various industries/verticles like

  •   Manufacturing Companies,
  •   Healthcare Industry,
  •   Education Sector,
  •   Trading,
  •   Supply Chain Management,
  •   Human Capital Management,
  •   Vendor Management,
  •   Sales,
  •   Marketing,
  •   Accounting Firms,
  •   Inventory Management,
  • and others by the availability of its customization option.

We support you from understanding your requirement till implementing the solution and afterward, in case you need any support in operating the solution.

Odoo Implementation


1What is the cost of Odoo implementation?

Odoo implementation is a process where a consultant understands your business requirements and helps you adjust or configure Odoo as per your requirements, it generally takes the cost of the consultant depending on their experience.

2Are customization and implementation both different terms?

Taking help from developers will be called customization but, doing anything without coding will be called implementation